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iShares MSCI EAFE Value ETF
EFV

Overview Fund Activity

734 hedge funds and large institutions have $13.9B invested in iShares MSCI EAFE Value ETF in 2022 Q1 according to their latest regulatory filings, with 93 funds opening new positions, 288 increasing their positions, 252 reducing their positions, and 55 closing their positions.

Holders
734
Holders Change
+29
Holders Change %
+4.11%
% of All Funds
11.62%
Holding in Top 10
88
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-4.35%
% of All Funds
1.39%
New
93
Increased
288
Reduced
252
Closed
55
Calls
$266K
Puts
–
Net Calls
+$266K
Net Calls Change
+$259K

Top Buyers

1
AIA
1
Angeles Investment Advisors
California
$88M
2
US Bancorp
2
US Bancorp
Minnesota
$343M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$80.2M
4
Ameriprise
4
Ameriprise
Minnesota
$152M
5
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$39.2M

Top Sellers

1
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$268M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$2.68B
3
Bank of America
3
Bank of America
North Carolina
$394M
4
DCM
4
Dupont Capital Management
Delaware
$0
5
Northern Trust
5
Northern Trust
Illinois
$126M
Name Market Value Shares Shares
Change 		Shares
Change %
RTS
101
Round Table Services
New Jersey
$16.8M 335,236 +335,236 New
Mackenzie Financial
102
Mackenzie Financial
Ontario, Canada
$16.8M 334,406 +334,406 New
SB
103
Strategic Blueprint
Georgia
$16.8M 333,667 +13,130 +4%
NCM
104
Northwest Capital Management
Oregon
$16.1M 320,053 -868 -0.3%
HPC
105
Hobart Private Capital
North Carolina
$15.9M 316,026 -24,189 -7%
SHIM
106
Stone House Investment Management
Pennsylvania
$15M 298,700 -15,697 -5%
V
107
Veritable
Delaware
$14.7M 293,165 +38,883 +15%
BRWA
108
B. Riley Wealth Advisors
Florida
$14.4M 286,943 -7,222 -2%
NEWAS
109
N.E.W. Advisory Services
Wisconsin
$14.4M 282,717 -66,670 -19%
CAN
110
Cetera Advisor Networks
California
$14.1M 281,195 +74,790 +36%
LWA
111
Lineweaver Wealth Advisors
Ohio
$14.1M 280,429 -1,619 -0.6%
PL
112
Plancorp LLC
Missouri
$13.9M 277,081 +6,561 +2%
MA
113
MUFG Americas
New York
$13.8M 274,472 +7,182 +3%
AWA
114
Arete Wealth Advisors
Illinois
$13.6M 270,201 +10,070 +4%
VOYA Investment Management
115
VOYA Investment Management
Georgia
$13.4M 265,856 +75,514 +40%
KFS
116
Kelly Financial Services
Massachusetts
$13.3M 264,566 -10,187 -4%
SMG
117
Spectrum Management Group
Indiana
$13M 257,745 -20,553 -7%
T
118
TCWP
Ohio
$12.9M 256,740 +47,636 +23%
MFG
119
Merit Financial Group
Georgia
$12.8M 255,520 +255,520 New
TSA
120
Tri-Star Advisors
Texas
$12.8M 270,097 -20,799 -7%
APW
121
Austin Private Wealth
Texas
$12.8M 254,598 +29,920 +13%
BAAM
122
Baker Avenue Asset Management
California
$12.5M 248,453 +2,038 +0.8%
LWM
123
Liberty Wealth Management
California
$12.3M 246,440 +246,440 New
CS
124
Comerica Securities
Michigan
$12.3M 243,871 -5,652 -2%
KFSC
125
Keystone Financial Services (Colorado)
Colorado
$12.1M 262,074 -22,341 -8%
3 4
5
6 7