EFV icon

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.

New
Increased
Maintained
Reduced
Closed
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
Angeles Investment Advisors
California
$88M
2
US Bancorp
US Bancorp
Minnesota
$343M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$80.2M
4
Ameriprise
Ameriprise
Minnesota
$152M
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$39.2M

Top Sellers

1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$268M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$2.68B
3
Bank of America
Bank of America
North Carolina
$394M
4
DCM
Dupont Capital Management
Delaware
$0
5
Northern Trust
Northern Trust
Illinois
$126M
Name Holding Trade Value Shares
Change 		Shares
Change %
MGIA
126
Moneta Group Investment Advisors
Missouri
$12.1M +$802K +15,961 +7%
SL
127
SWMG LLC
Texas
$12M -$1.03M -20,513 -8%
OAP
128
One Advisory Partners
Kansas
$11.9M -$978K -19,453 -8%
HA
129
HYA Advisors
Missouri
$11.9M +$794K +15,803 +7%
SWM
130
Spire Wealth Management
Virginia
$11.7M +$917K +18,248 +9%
Bank of Montreal
131
Bank of Montreal
Ontario, Canada
$11.2M +$86K +1,685 +0.8%
CFA
132
Cahill Financial Advisors
Minnesota
$11.2M +$5.33M +106,072 +91%
CFGS
133
Concourse Financial Group Securities
Alabama
$11.2M -$3.94M -78,377 -26%
MAM
134
McLean Asset Management
Virginia
$11.1M +$61.3K +1,220 +0.6%
OWA
135
One Wealth Advisors
California
$11M -$777K -15,468 -7%
SFS
136
Security Financial Services
Indiana
$10.9M -$4.34M -86,351 -28%
C1AG
137
Client 1st Advisory Group
Florida
$10.7M +$277K +5,505 +3%
T
138
TNF
Montana
$10.6M -$332K -6,795 -3%
SFG
139
StrategIQ Financial Group
Indiana
$10.4M +$308K +6,136 +3%
MLM
140
Mount Lucas Management
Pennsylvania
$10.4M +$10.4M +206,458 New
VHAM
141
Van Hulzen Asset Management
California
$10.3M -$2.18M -43,328 -17%
PWA
142
Physician Wealth Advisors
Utah
$10.2M -$765K -15,655 -7%
EH
143
Equitable Holdings
New York
$10M -$281K -5,598 -3%
CCM
144
Carlson Capital Management
Minnesota
$9.79M -$651K -12,951 -6%
MWM
145
Marion Wealth Management
Pennsylvania
$9.69M +$111K +2,203 +1%
LRWA
146
Long Run Wealth Advisors
New York
$9.52M +$1.05M +20,989 +12%
FCA
147
FLC Capital Advisors
California
$9.4M +$1.16M +23,034 +14%
TWM
148
Tanglewood Wealth Management
Texas
$9.37M +$9.37M +186,390 New
ACA
149
Atlas Capital Advisors
Wyoming
$9.36M -$371K -7,383 -4%
EL
150
EQ LLC
Washington
$9.32M -$48.8K -970 -0.5%
4 5
6
7 8