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

Top Sellers

1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$268M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$2.68B
3
Bank of America
Bank of America
North Carolina
$394M
4
DCM
Dupont Capital Management
Delaware
$0
5
Northern Trust
Northern Trust
Illinois
$126M
Name Holding Trade Value Shares
Change 		Shares
Change %
CG
176
Colony Group
Massachusetts
$6.96M +$6.57M +130,647 +1,665%
BHWM
177
Bay Harbor Wealth Management
Maryland
$6.88M -$286K -5,684 -4%
Citigroup
178
Citigroup
New York
$6.79M -$472K -9,393 -7%
PAG
179
Private Advisor Group
New Jersey
$6.62M -$147K -2,933 -2%
RWA
180
RGT Wealth Advisors
Texas
$6.48M -$779K -15,500 -11%
QC
181
Quent Capital
New York
$6.46M +$1.93M +38,434 +43%
SWA
182
Stratos Wealth Advisors
Ohio
$6.4M -$395K -7,862 -6%
AWM
183
Avaii Wealth Management
Wisconsin
$6.39M +$2.3M +45,693 +56%
PWM
184
Perigon Wealth Management
California
$6.36M +$364K +7,249 +6%
SCA
185
Snowden Capital Advisors
New York
$6.3M +$407K +8,102 +7%
CCA
186
Checchi Capital Advisers
California
$6.3M +$656K +13,045 +12%
CWA
187
Clearview Wealth Advisors
Oregon
$6.26M +$875K +17,404 +16%
OPS
188
Orion Portfolio Solutions
Nebraska
$6.26M +$1.63M +32,364 +35%
Creative Planning
189
Creative Planning
Kansas
$6.25M +$3.45M +68,596 +123%
Principal Financial Group
190
Principal Financial Group
Iowa
$6.23M +$1.19M +23,700 +24%
Aberdeen Group
191
Aberdeen Group
United Kingdom
$6.09M +$6.09M +121,181 New
ICMP
192
Integrated Capital Management (Pennsylvania)
Pennsylvania
$5.97M -$35.4K -705 -0.6%
IA
193
IFP Advisors
Florida
$5.93M +$3.01M +55,674 +103%
TF
194
Trek Financial
Arizona
$5.8M -$490K -9,744 -8%
AAS
195
Avantax Advisory Services
Texas
$5.8M +$901K +17,946 +18%
BFA
196
BMS Financial Advisors
South Dakota
$5.76M -$859K -17,094 -13%
FWM
197
Fortress Wealth Management
California
$5.72M +$86.3K +1,718 +2%
SXL
198
Summit X LLC
Missouri
$5.58M -$586K -11,670 -10%
WF
199
Williams Financial
Vermont
$5.57M +$75.2K +1,497 +1%
BSWA
200
Bromfield Sneider Wealth Advisors
Massachusetts
$5.39M +$25.3K +504 +0.5%
6 7
8
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