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iShares MSCI EAFE Value ETF
EFV

Overview Fund Activity

696 hedge funds and large institutions have $11B invested in iShares MSCI EAFE Value ETF in 2022 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 210 increasing their positions, 316 reducing their positions, and 74 closing their positions.

Holders
696
Holders Change
-20
Holders Change %
-2.79%
% of All Funds
12.04%
Holding in Top 10
75
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-19.35%
% of All Funds
1.3%
New
67
Increased
210
Reduced
316
Closed
74
Calls
$39K
Puts
$293K
Net Calls
-$254K
Net Calls Change
+$166K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$620M
2
CCM
2
Causeway Capital Management
California
$162M
3
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$212M
4
LOAMS
4
Lombard Odier Asset Management (Switzerland)
Switzerland
$29.3M
5
Bank Julius Baer & Co
5
Bank Julius Baer & Co
Switzerland
$24.2M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.93B
2
LPL Financial
2
LPL Financial
California
$397M
3
5L
3
55I LLC
Massachusetts
$146M
4
Morgan Stanley
4
Morgan Stanley
New York
$403M
5
Bank of America
5
Bank of America
North Carolina
$296M
Name Market Value Shares Shares
Change 		Shares
Change %
CP
76
Covenant Partners
Tennessee
$18.3M 474,431 +51,690 +12%
MC
77
McMorgan & Co
California
$18.2M 473,597 -151,211 -24%
Prudential Financial
78
Prudential Financial
New Jersey
$17.9M 460,884 -57,509 -11%
IWA
79
Icon Wealth Advisors
Texas
$17.2M 447,235 +447,235 New
Mariner
80
Mariner
Kansas
$17M 441,889 +41,720 +10%
COI
81
Connable Office Inc
Michigan
$16.6M 432,051 +2,360 +0.5%
BF
82
BOK Financial
Oklahoma
$16.1M 417,873 -20,284 -5%
PFA
83
Pettinga Financial Advisors
Indiana
$15.9M 411,446 -55,859 -12%
Cetera Investment Advisers
84
Cetera Investment Advisers
Illinois
$15.5M 403,078 -88,898 -18%
WAM
85
Wakefield Asset Management
Colorado
$15.3M 397,078 +3,715 +0.9%
SHJ
86
Sharkey, Howes & Javer
Colorado
$14.8M 383,268 -100,178 -21%
HFA
87
High Falls Advisors
New York
$14.1M 365,361 -99,720 -21%
1SB
88
1ST Source Bank
Indiana
$13.9M 359,563 +7,693 +2%
AC
89
Apella Capital
Connecticut
$13.5M 349,730 -19,821 -5%
WWG
90
West Wealth Group
California
$13.4M 346,598 -78,071 -18%
HWM
91
HighMark Wealth Management
Minnesota
$13.3M 344,556 -4,264 -1%
APW
92
Austin Private Wealth
Texas
$12.8M 331,414 -25,122 -7%
BFPW
93
BOK Financial Private Wealth
Colorado
$12.5M 324,764 -74,303 -19%
SW
94
SteelPeak Wealth
California
$12.5M 323,706 -44,675 -12%
HGWM
95
Horst & Graben Wealth Management
Oregon
$12.3M 320,133 -61,333 -16%
SB
96
Strategic Blueprint
Georgia
$12.3M 318,620 -13,280 -4%
SA
97
Scarborough Advisors
Maryland
$12.2M 315,869 -46,885 -13%
TF
98
TIAA FSB
Florida
$11.7M 304,880 +304,880 New
KFSC
99
Keystone Financial Services (Colorado)
Colorado
$11.6M 281,237 +46,169 +20%
PL
100
Plancorp LLC
Missouri
$11.1M 287,738 +1,943 +0.7%
2 3
4
5 6