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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
1
Angeles Investment Advisors
California
$88M
2
US Bancorp
2
US Bancorp
Minnesota
$343M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$80.2M
4
Ameriprise
4
Ameriprise
Minnesota
$152M
5
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$39.2M

Top Sellers

1
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$268M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$2.68B
3
Bank of America
3
Bank of America
North Carolina
$394M
4
DCM
4
Dupont Capital Management
Delaware
$0
5
Northern Trust
5
Northern Trust
Illinois
$126M
Name Holding Trade Value Shares
Change 		Shares
Change %
CSPAM
151
Cary Street Partners Asset Management
Virginia
$8.87M +$290K +5,772 +3%
WA
152
Wealth Alliance
New York
$8.75M +$116K +2,315 +1%
ASN
153
Advisory Services Network
Georgia
$8.63M +$829K +16,503 +11%
PP
154
PrairieView Partners
Minnesota
$8.56M -$483K -9,613 -5%
CWP
155
Corepath Wealth Partners
Arizona
$8.45M +$613K +12,653 +8%
IFA
156
Interactive Financial Advisors
Illinois
$8.45M -$844K -16,786 -9%
SCA
157
STALEY CAPITAL ADVISERS
Pennsylvania
$8.41M +$62.8K +1,250 +0.8%
GP
158
Girard Partners
Pennsylvania
$8.31M -$806K -16,043 -9%
CWS
159
Cypress Wealth Services
California
$8.3M +$2.92M +58,070 +54%
DE
160
Day & Ennis
Georgia
$8.29M +$936K +18,623 +13%
RA
161
RFG Advisory
Alabama
$8.2M +$3.26M +64,930 +66%
SPIA
162
Steward Partners Investment Advisory
New York
$7.98M -$531K -10,565 -6%
MGWM
163
Marks Group Wealth Management
Minnesota
$7.97M +$655K +13,040 +9%
American Century Companies
164
American Century Companies
Missouri
$7.86M -$4.32M -85,976 -35%
Rockefeller Capital Management
165
Rockefeller Capital Management
New York
$7.73M -$2.94M -58,434 -28%
VI
166
Vestcor Inc
New Brunswick, Canada
$7.68M -$4.41M -87,872 -36%
I
167
INVST
Indiana
$7.57M -$24M -519,783 -76%
AF
168
Advisornet Financial
Minnesota
$7.35M +$54.4K +1,082 +0.7%
WP
169
WealthShield Partners
North Carolina
$7.3M +$410K +8,166 +6%
FA
170
Fountainhead AM
New Jersey
$7.27M +$737K +14,672 +11%
BCM
171
Brookstone Capital Management
Illinois
$7.24M -$2.83M -56,993 -28%
FFN
172
Focus Financial Network
Minnesota
$7.17M +$6.91M +137,434 +2,585%
GIA
173
Goodwin Investment Advisory
Georgia
$7.13M -$49.7K -988 -0.7%
RFA
174
RTD Financial Advisors
Pennsylvania
$6.97M -$457K -9,093 -6%
WFPG
175
Waller Financial Planning Group
Ohio
$6.96M +$36.8K +732 +0.5%
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