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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 %
PP
151
PrairieView Partners
Minnesota
$9.07M +$264K +5,245 +3%
SAMC
152
Spectrum Asset Management (California)
California
$8.85M +$310K +6,144 +4%
WA
153
Wealth Alliance
New York
$8.65M +$1.19M +23,672 +16%
CSPAM
154
Cary Street Partners Asset Management
Virginia
$8.61M +$8.61M +170,778 New
SPIA
155
Steward Partners Investment Advisory
New York
$8.53M +$798K +15,842 +10%
LRWA
156
Long Run Wealth Advisors
New York
$8.51M +$8.51M +168,728 New
CWP
157
Corepath Wealth Partners
Arizona
$8.4M +$411K +7,925 +5%
SCA
158
STALEY CAPITAL ADVISERS
Pennsylvania
$8.37M -$25.2K -500 -0.3%
FCA
159
FLC Capital Advisors
California
$8.26M +$558K +11,069 +7%
FHA
160
First Horizon Advisors
Tennessee
$8.11M +$1.05M +20,906 +15%
SA
161
Scarborough Advisors
Maryland
$7.85M +$7.85M +155,754 New
ASN
162
Advisory Services Network
Georgia
$7.82M +$432K +8,572 +6%
OLVIG
163
Oliver Lagore Vanvalin Investment Group
Michigan
$7.79M +$7.79M +154,650 New
BHWM
164
Bay Harbor Wealth Management
Maryland
$7.47M +$652K +12,436 +10%
RFA
165
RTD Financial Advisors
Pennsylvania
$7.45M +$7.45M +147,776 New
DE
166
Day & Ennis
Georgia
$7.37M +$710K +14,085 +11%
MGWM
167
Marks Group Wealth Management
Minnesota
$7.33M +$6.14M +121,896 +515%
AF
168
Advisornet Financial
Minnesota
$7.31M +$332K +6,584 +5%
Citigroup
169
Citigroup
New York
$7.28M -$478K -9,483 -6%
RWA
170
RGT Wealth Advisors
Texas
$7.28M +$7.28M +144,426 New
GIA
171
Goodwin Investment Advisory
Georgia
$7.2M +$6.08M +120,390 +543%
WFPG
172
Waller Financial Planning Group
Ohio
$6.95M +$1.21K +24 +0%
WP
173
WealthShield Partners
North Carolina
$6.9M +$7.31K +145 +0.1%
SWA
174
Stratos Wealth Advisors
Ohio
$6.81M +$859K +17,038 +14%
PAG
175
Private Advisor Group
New Jersey
$6.78M -$1.17M -23,287 -15%
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