EFV icon

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
M&T Bank
4
M&T Bank
New York
$211M
5
Jones Financial Companies
5
Jones Financial Companies
Missouri
$1.51B

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 Holding Trade Value Shares
Change 		Shares
Change %
SFS
126
Security Financial Services
Indiana
$10.3M +$843K +19,434 +9%
T
127
TNF
Montana
$10.3M +$997K +23,266 +11%
KFSC
128
Keystone Financial Services (Colorado)
Colorado
$10.3M -$1.18M -27,006 -10%
WA
129
Wealth Alliance
New York
$10M +$2.49M +57,402 +33%
CFGS
130
Concourse Financial Group Securities
Alabama
$9.84M +$194K +4,469 +2%
SCA
131
STALEY CAPITAL ADVISERS
Pennsylvania
$9.57M +$2.31M +53,200 +32%
MAM
132
McLean Asset Management
Virginia
$9.35M +$32.1K +762 +0.3%
HA
133
HYA Advisors
Missouri
$9.32M -$954K -21,989 -9%
SFG
134
StrategIQ Financial Group
Indiana
$9.32M +$327K +7,527 +4%
ACA
135
Atlas Capital Advisors
Wyoming
$9.29M +$1.21M +27,870 +15%
SMG
136
Spectrum Management Group
Indiana
$9.22M -$1.97M -45,279 -18%
CCMG
137
Clark Capital Management Group
Pennsylvania
$9.13M +$7.92M +182,483 +656%
VHAM
138
Van Hulzen Asset Management
California
$9.05M +$154K +3,543 +2%
SWM
139
Southern Wealth Management
Texas
$8.97M +$5.84M +134,528 +186%
C1AG
140
Client 1st Advisory Group
Florida
$8.79M -$480K -11,049 -5%
BOC
141
Bull Oak Capital
California
$8.7M +$8.7M +200,398 New
LRWA
142
Long Run Wealth Advisors
New York
$8.62M +$381K +8,782 +5%
WF
143
Williams Financial
Vermont
$8.61M +$3.8M +87,618 +79%
EL
144
EQ LLC
Washington
$8.34M +$298K +6,870 +4%
ASN
145
Advisory Services Network
Georgia
$8.1M +$650K +14,978 +9%
OPS
146
Orion Portfolio Solutions
Nebraska
$8.03M +$2.63M +60,664 +49%
IFA
147
Interactive Financial Advisors
Illinois
$8.01M +$615K +13,965 +8%
CSPAM
148
Cary Street Partners Asset Management
Virginia
$7.9M +$235K +5,420 +3%
SPIA
149
Steward Partners Investment Advisory
New York
$7.85M +$965K +22,241 +14%
PWA
150
Physician Wealth Advisors
Utah
$7.77M -$1.52M -34,265 -16%
4 5
6
7 8