EFV icon

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
Envestnet Asset Management
Illinois
$2.77B
2
Bank of America
Bank of America
North Carolina
$451M
3
LPL Financial
LPL Financial
California
$569M
4
Jones Financial Companies
Jones Financial Companies
Missouri
$1.63B
5
I
INVST
Indiana
$35M

Top Sellers

1
MOACM
Mutual of America Capital Management
New York
$0
2
Franklin Resources
Franklin Resources
California
$1.41M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$0
4
Ameriprise
Ameriprise
Minnesota
$112M
5
MIS
Morningstar Investment Services
Illinois
$144M
Name Holding Trade Value Shares
Change 		Shares
Change %
CL
201
CSS LLC
Illinois
$4.99M +$2.17M +43,000 +77%
RA
202
RFG Advisory
Alabama
$4.95M -$1.89M -37,413 -28%
AAS
203
Avantax Advisory Services
Texas
$4.92M +$1.16M +23,097 +31%
MCA
204
Maryland Capital Advisors
Maryland
$4.77M +$4.77M +94,593 New
MWM
205
Maripau Wealth Management
Indiana
$4.72M +$4.72M +89,052 New
SWM
206
SigFig Wealth Management
California
$4.69M +$775K +15,843 +20%
AA
207
Advisory Alpha
Michigan
$4.68M +$1.57M +31,216 +51%
OPS
208
Orion Portfolio Solutions
Nebraska
$4.64M +$702K +13,933 +18%
ZF
209
Zhang Financial
Michigan
$4.54M -$294K -5,839 -6%
QC
210
Quent Capital
New York
$4.54M +$4.54M +90,102 New
FAT
211
First American Trust
California
$4.47M -$183K -3,624 -4%
1WA
212
180 Wealth Advisors
Washington
$4.34M +$101K +1,957 +2%
WA
213
Wilshire Advisors
California
$4.3M +$908K +18,016 +27%
NWM
214
Northwest Wealth Management
Iowa
$4.29M +$29.2K +579 +0.7%
ACP
215
Aveo Capital Partners
Colorado
$4.25M +$63.8K +1,267 +2%
HI
216
Harbour Investments
Wisconsin
$4.19M +$478K +9,485 +13%
AWM
217
Avaii Wealth Management
Wisconsin
$4.11M +$4.11M +81,530 New
HHRDM
218
H&H Retirement Design & Management
Nevada
$4.08M +$4.08M +82,130 New
PFP
219
Pinnacle Financial Partners
Tennessee
$4.08M +$102K +2,031 +3%
CA
220
Cetera Advisors
Colorado
$4.07M +$154K +3,050 +4%
CWM
221
Cranbrook Wealth Management
Michigan
$4.06M +$406K +8,048 +11%
PFGIA
222
Patriot Financial Group Insurance Agency
Massachusetts
$4.01M +$295K +5,847 +8%
APP
223
Avantax Planning Partners
Iowa
$3.93M +$3.93M +77,901 New
SPC
224
Sigma Planning Corp
Michigan
$3.87M +$516K +10,234 +15%
MYIA
225
Mount Yale Investment Advisors
Colorado
$3.82M -$32.5K -645 -0.8%
7 8
9
10 11