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iShares MSCI EAFE Value ETF
EFV

Overview Fund Activity

705 hedge funds and large institutions have $14B invested in iShares MSCI EAFE Value ETF in 2021 Q4 according to their latest regulatory filings, with 151 funds opening new positions, 338 increasing their positions, 134 reducing their positions, and 58 closing their positions.

Holders
705
Holders Change
+87
Holders Change %
+14.08%
% of All Funds
10.89%
Holding in Top 10
92
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+33.33%
% of All Funds
1.42%
New
151
Increased
338
Reduced
134
Closed
58
Calls
$7K
Puts
–
Net Calls
+$7K
Net Calls Change
-$1.5M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$2.77B
2
Bank of America
2
Bank of America
North Carolina
$451M
3
LPL Financial
3
LPL Financial
California
$569M
4
Jones Financial Companies
4
Jones Financial Companies
Missouri
$1.63B
5
I
5
INVST
Indiana
$35M

Top Sellers

1
MOACM
1
Mutual of America Capital Management
New York
$0
2
Franklin Resources
2
Franklin Resources
California
$1.41M
3
Qube Research & Technologies (QRT)
3
Qube Research & Technologies (QRT)
United Kingdom
$0
4
Ameriprise
4
Ameriprise
Minnesota
$112M
5
MIS
5
Morningstar Investment Services
Illinois
$144M
Name Holding Trade Value Shares
Change 		Shares
Change %
TSA
101
Tri-Star Advisors
Texas
$15.3M +$1.53M +29,132 +11%
CFGS
102
Concourse Financial Group Securities
Alabama
$15.2M +$735K +14,548 +5%
WAM
103
Wakefield Asset Management
Colorado
$14.9M +$598K +11,865 +4%
BRWA
104
B. Riley Wealth Advisors
Florida
$14.8M +$1.73M +34,319 +13%
SAS
105
Sage Advisory Services
Texas
$14.8M -$3.81M -75,704 -20%
VFM
106
Vivid Financial Management
California
$14.4M +$2.29M +45,500 +19%
KFSC
107
Keystone Financial Services (Colorado)
Colorado
$14.3M +$14.3M +284,415 New
LWA
108
Lineweaver Wealth Advisors
Ohio
$14.2M +$14.9K +295 +0.1%
SMG
109
Spectrum Management Group
Indiana
$14M +$73K +1,448 +0.5%
KFS
110
Kelly Financial Services
Massachusetts
$13.8M +$13.1M +259,435 +1,694%
PL
111
Plancorp LLC
Missouri
$13.6M +$8.82K +175 +0.1%
BPA
112
Beacon Pointe Advisors
California
$13.6M +$1.43M +28,444 +12%
MA
113
MUFG Americas
New York
$13.5M +$318K +6,316 +2%
AWA
114
Arete Wealth Advisors
Illinois
$13.2M +$303K +5,973 +2%
SL
115
SWMG LLC
Texas
$13.1M +$338K +6,707 +3%
OAP
116
One Advisory Partners
Kansas
$12.9M +$431K +8,557 +3%
V
117
Veritable
Delaware
$12.8M +$1.67M +33,172 +15%
CS
118
Comerica Securities
Michigan
$12.6M +$673K +13,319 +6%
Mariner
119
Mariner
Kansas
$12.5M +$2.33M +46,298 +23%
VHAM
120
Van Hulzen Asset Management
California
$12.5M +$527K +10,455 +4%
HIM
121
HawsGoodwin Investment Management
Tennessee
$12.5M -$62.9K -1,248 -0.5%
BAAM
122
Baker Avenue Asset Management
California
$12.4M +$271K +5,386 +2%
American Century Companies
123
American Century Companies
Missouri
$12.2M -$1.84M -36,605 -13%
VI
124
Vestcor Inc
New Brunswick, Canada
$12.1M – – –
BCA
125
Biltmore Capital Advisors
New Jersey
$11.9M +$493K +9,774 +4%
3 4
5
6 7