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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 %
Northern Trust
176
Northern Trust
Illinois
$5.89M -$103M -2,379,701 -95%
GIA
177
Goodwin Investment Advisory
Georgia
$5.73M -$411K -9,462 -7%
SWM
178
SigFig Wealth Management
California
$5.73M +$994K +19,829 +21%
AWM
179
Avaii Wealth Management
Wisconsin
$5.72M +$199K +4,582 +4%
CCA
180
Checchi Capital Advisers
California
$5.69M +$137K +3,081 +2%
RWA
181
RGT Wealth Advisors
Texas
$5.55M -$43.5K -1,003 -0.8%
TF
182
Trek Financial
Arizona
$5.47M +$458K +10,559 +9%
GT
183
Greenleaf Trust
Michigan
$5.43M +$2.41M +55,437 +80%
ICMP
184
Integrated Capital Management (Pennsylvania)
Pennsylvania
$5.41M +$259K +5,961 +5%
APP
185
Avantax Planning Partners
Iowa
$5.4M +$4.57M +105,410 +552%
SCA
186
Snowden Capital Advisors
New York
$5.38M -$60.8K -1,401 -1%
GP
187
Girard Partners
Pennsylvania
$5.38M -$1.8M -41,440 -25%
Rockefeller Capital Management
188
Rockefeller Capital Management
New York
$5.33M -$1.35M -31,132 -20%
AF
189
Advisornet Financial
Minnesota
$5.08M -$1.26M -29,076 -20%
SXL
190
Summit X LLC
Missouri
$5.05M +$228K +5,246 +5%
SPAS
191
Spectrum Planning & Advisory Services
California
$5.02M +$381K +8,768 +8%
CA
192
Cetera Advisors
Colorado
$4.84M +$598K +13,786 +14%
NL
193
NWAM LLC
Washington
$4.8M +$1.03M +24,397 +27%
NWA
194
New World Advisors
Massachusetts
$4.69M +$4.69M +111,426 New
BSWA
195
Bromfield Sneider Wealth Advisors
Massachusetts
$4.68M +$30.6K +704 +0.7%
RIA
196
Regal Investment Advisors
Michigan
$4.64M +$362K +8,329 +8%
Aberdeen Group
197
Aberdeen Group
United Kingdom
$4.61M -$645K -14,863 -12%
FWP
198
Firethorn Wealth Partners
Georgia
$4.6M +$159K +3,575 +4%
SS
199
Simplicity Solutions
Minnesota
$4.59M +$1.93M +44,574 +73%
CWA
200
Clearview Wealth Advisors
Oregon
$4.54M -$868K -20,006 -16%
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