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iShares MSCI EAFE Value ETF
EFV

Overview Fund Activity

716 hedge funds and large institutions have $12.5B invested in iShares MSCI EAFE Value ETF in 2022 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 342 increasing their positions, 212 reducing their positions, and 76 closing their positions.

Holders
716
Holders Change
-18
Holders Change %
-2.45%
% of All Funds
12.11%
Holding in Top 10
93
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+5.68%
% of All Funds
1.57%
New
68
Increased
342
Reduced
212
Closed
76
Calls
$44K
Puts
$464K
Net Calls
-$420K
Net Calls Change
-$686K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$2.52B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$423M
3
Morgan Stanley
3
Morgan Stanley
New York
$501M
4
GIS
4
Grayhawk Investment Strategies
Alberta, Canada
$70.2M
5
M&T Bank
5
M&T Bank
New York
$211M

Top Sellers

1
CIAS
1
CFS Investment Advisory Services
New Jersey
$17.6M
2
Northern Trust
2
Northern Trust
Illinois
$5.89M
3
AIA
3
Angeles Investment Advisors
California
$2.38M
4
Natixis Advisors
4
Natixis Advisors
Massachusetts
$93.5M
5
AssetMark Inc
5
AssetMark Inc
California
$204K
Name Market Value Shares Shares
Change 		Shares
Change %
FTUS
101
Flow Traders U.S.
New York
$14.4M 332,076 +332,076 New
SB
102
Strategic Blueprint
Georgia
$14.4M 331,900 -1,767 -0.5%
V
103
Veritable
Delaware
$14.3M 329,737 +36,572 +12%
SHIM
104
Stone House Investment Management
Pennsylvania
$13.9M 320,197 +21,497 +7%
VOYA Investment Management
105
VOYA Investment Management
Georgia
$13.5M 311,884 +46,028 +17%
BRWA
106
B. Riley Wealth Advisors
Florida
$13.3M 307,385 +20,442 +7%
OWA
107
One Wealth Advisors
California
$13.1M 301,944 +82,779 +38%
HPC
108
Hobart Private Capital
North Carolina
$13.1M 300,911 -15,115 -5%
KFS
109
Kelly Financial Services
Massachusetts
$12.6M 290,781 +26,215 +10%
PL
110
Plancorp LLC
Missouri
$12.4M 285,795 +8,714 +3%
LWA
111
Lineweaver Wealth Advisors
Ohio
$12.4M 285,110 +4,681 +2%
TSA
112
Tri-Star Advisors
Texas
$12.3M 283,192 +13,095 +5%
CAN
113
Cetera Advisor Networks
California
$12M 276,369 -4,826 -2%
T
114
TCWP
Ohio
$12M 275,926 +19,186 +7%
EA
115
Efficient Advisors
Ohio
$11.6M 268,171 -74,002 -22%
LWM
116
Liberty Wealth Management
California
$11.6M 266,728 +20,288 +8%
MA
117
MUFG Americas
New York
$11.2M 258,825 -15,647 -6%
BFG
118
Buttonwood Financial Group
Missouri
$11.1M 256,646 -126,993 -33%
RA
119
RFG Advisory
Alabama
$11M 249,694 +86,500 +53%
OAP
120
One Advisory Partners
Kansas
$10.7M 246,359 +9,184 +4%
CFA
121
Cahill Financial Advisors
Minnesota
$10.7M 245,954 +22,700 +10%
CS
122
Comerica Securities
Michigan
$10.7M 245,472 +1,601 +0.7%
MGIA
123
Moneta Group Investment Advisors
Missouri
$10.7M 245,438 +5,008 +2%
EH
124
Equitable Holdings
New York
$10.4M 239,654 +40,489 +20%
BCM
125
Brookstone Capital Management
Illinois
$10.3M 241,026 +95,212 +65%
3 4
5
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