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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.

New
Increased
Maintained
Reduced
Closed
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 %
CCM
151
Carlson Capital Management
Minnesota
$7.7M -$755K -17,388 -9%
SWM
152
Spire Wealth Management
Virginia
$7.58M -$2.52M -58,023 -25%
FCA
153
FLC Capital Advisors
California
$7.52M -$592K -13,638 -7%
CWS
154
Cypress Wealth Services
California
$7.46M +$299K +6,895 +4%
DE
155
Day & Ennis
Georgia
$7.35M +$193K +4,436 +3%
PP
156
PrairieView Partners
Minnesota
$7.31M -$80K -1,844 -1%
I
157
INVST
Indiana
$7.17M -$198K -4,413 -3%
CWP
158
Corepath Wealth Partners
Arizona
$7.17M -$19.8K -480 -0.3%
AAS
159
Avantax Advisory Services
Texas
$7.16M +$2.15M +49,431 +43%
MGWM
160
Marks Group Wealth Management
Minnesota
$6.98M +$101K +2,317 +1%
FFN
161
Focus Financial Network
Minnesota
$6.85M +$660K +15,196 +11%
WP
162
WealthShield Partners
North Carolina
$6.76M +$462K +10,639 +7%
BHWM
163
Bay Harbor Wealth Management
Maryland
$6.68M +$739K +17,032 +12%
BFA
164
BMS Financial Advisors
South Dakota
$6.63M +$851K +16,879 +15%
FA
165
Fountainhead AM
New Jersey
$6.54M +$263K +6,063 +4%
PAG
166
Private Advisor Group
New Jersey
$6.42M +$710K +16,365 +12%
Creative Planning
167
Creative Planning
Kansas
$6.42M +$1.02M +23,471 +19%
MWM
168
Marion Wealth Management
Pennsylvania
$6.35M -$2.02M -46,457 -24%
QC
169
Quent Capital
New York
$6.31M +$728K +16,763 +13%
SWA
170
Stratos Wealth Advisors
Ohio
$6.16M +$634K +14,603 +11%
WFPG
171
Waller Financial Planning Group
Ohio
$6.15M +$135K +3,105 +2%
CG
172
Colony Group
Massachusetts
$6.14M +$134K +3,081 +2%
Citigroup
173
Citigroup
New York
$5.99M +$129K +2,972 +2%
IA
174
IFP Advisors
Florida
$5.93M – – –
RFA
175
RTD Financial Advisors
Pennsylvania
$5.91M -$107K -2,475 -2%
5 6
7
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