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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 %
BFA
176
BMS Financial Advisors
South Dakota
$6.64M +$6.64M +131,754 New
FA
177
Fountainhead AM
New Jersey
$6.55M +$664K +13,175 +11%
CC
178
Cassaday & Co
Virginia
$6.54M +$412K +8,185 +7%
NFG
179
Next Financial Group
Texas
$6.32M +$3.24M +64,286 +105%
TF
180
Trek Financial
Arizona
$6.3M +$287K +5,691 +5%
SXL
181
Summit X LLC
Missouri
$6.18M +$114K +2,273 +2%
FA
182
FDx Advisors
Illinois
$6.12M -$2.06M -40,935 -25%
ICMP
183
Integrated Capital Management (Pennsylvania)
Pennsylvania
$6.02M +$123K +2,439 +2%
PWM
184
Perigon Wealth Management
California
$6.01M +$470K +9,318 +8%
FWP
185
Firethorn Wealth Partners
Georgia
$5.91M +$5.91M +117,262 New
SCA
186
Snowden Capital Advisors
New York
$5.91M +$325K +6,457 +6%
CFA
187
Cahill Financial Advisors
Minnesota
$5.91M +$1.75M +34,740 +42%
CCA
188
Checchi Capital Advisers
California
$5.66M -$27.4K -543 -0.5%
FWM
189
Fortress Wealth Management
California
$5.65M +$5.65M +112,079 New
WF
190
Williams Financial
Vermont
$5.51M +$535K +10,613 +11%
CWA
191
Clearview Wealth Advisors
Oregon
$5.4M +$279K +5,528 +5%
CWS
192
Cypress Wealth Services
California
$5.39M +$909K +18,032 +20%
BSWA
193
Bromfield Sneider Wealth Advisors
Massachusetts
$5.38M +$5.38M +106,685 New
RIA
194
Regal Investment Advisors
Michigan
$5.33M +$644K +12,776 +14%
NL
195
NWAM LLC
Washington
$5.29M +$477K +9,473 +10%
SPAS
196
Spectrum Planning & Advisory Services
California
$5.28M +$253K +5,021 +5%
MIAN
197
Mariner Independent Advisor Network
Kansas
$5.18M +$903K +17,859 +21%
TWM
198
Tradition Wealth Management
Minnesota
$5.15M +$540K +10,722 +12%
Principal Financial Group
199
Principal Financial Group
Iowa
$5.05M -$3.61M -71,699 -42%
WAM
200
Watershed Asset Management
California
$5.04M +$5.04M +100,000 New
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8
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