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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.

New
Increased
Maintained
Reduced
Closed
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 %
T
126
TNF
Montana
$11.9M +$234K +4,387 +2%
OWA
127
One Wealth Advisors
California
$11.8M +$1.97M +39,096 +20%
PWA
128
Physician Wealth Advisors
Utah
$11.7M +$1.22M +23,442 +12%
MAM
129
McLean Asset Management
Virginia
$11.7M -$445K -8,392 -4%
SWM
130
Southern Wealth Management
Texas
$11.5M +$615K +12,213 +6%
APW
131
Austin Private Wealth
Texas
$11.3M +$1.34M +26,675 +13%
MGIA
132
Moneta Group Investment Advisors
Missouri
$11.3M +$887K +17,606 +9%
HA
133
HYA Advisors
Missouri
$11.1M +$5.18M +102,750 +87%
Bank of Montreal
134
Bank of Montreal
Ontario, Canada
$11M -$17.1K -339 -0.2%
SWM
135
Spire Wealth Management
Virginia
$10.8M +$662K +13,138 +7%
Rockefeller Capital Management
136
Rockefeller Capital Management
New York
$10.7M +$8.17M +162,199 +324%
BCM
137
Brookstone Capital Management
Illinois
$10.6M -$1.03M -19,729 -9%
T
138
TCWP
Ohio
$10.5M +$10.5M +209,104 New
C1AG
139
Client 1st Advisory Group
Florida
$10.5M +$223K +4,423 +2%
CCM
140
Carlson Capital Management
Minnesota
$10.5M -$1.45M -28,732 -12%
CAN
141
Cetera Advisor Networks
California
$10.4M +$600K +11,903 +6%
EH
142
Equitable Holdings
New York
$10.3M +$648K +12,855 +7%
SFG
143
StrategIQ Financial Group
Indiana
$10.1M +$651K +12,925 +7%
ACA
144
Atlas Capital Advisors
Wyoming
$9.76M -$209K -4,150 -2%
WMS
145
Wealth Management Solutions
Pennsylvania
$9.75M +$9.75M +193,542 New
MWM
146
Marion Wealth Management
Pennsylvania
$9.6M +$9.6M +190,494 New
VOYA Investment Management
147
VOYA Investment Management
Georgia
$9.59M -$3.86M -76,550 -29%
EL
148
EQ LLC
Washington
$9.39M +$200K +3,977 +2%
IFA
149
Interactive Financial Advisors
Illinois
$9.32M +$201K +3,991 +2%
GP
150
Girard Partners
Pennsylvania
$9.14M +$4.05M +80,316 +79%
4 5
6
7 8