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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 %
SPAS
201
Spectrum Planning & Advisory Services
California
$5.37M +$112K +2,234 +2%
SMF
202
Sterling Manor Financial
New York
$5.12M +$5.12M +101,931 New
SWM
203
SigFig Wealth Management
California
$5.09M -$69.3K -1,287 -1%
SWP
204
ShoreHaven Wealth Partners
New Jersey
$5.08M +$5.08M +101,065 New
FWP
205
Firethorn Wealth Partners
Georgia
$5.03M -$866K -17,231 -15%
WAM
206
Watershed Asset Management
California
$5.03M – – –
RIA
207
Regal Investment Advisors
Michigan
$4.96M -$363K -7,225 -7%
HHRDM
208
H&H Retirement Design & Management
Nevada
$4.94M +$838K +16,781 +20%
SPC
209
Sigma Planning Corp
Michigan
$4.94M +$1.08M +21,511 +28%
CA
210
Cetera Advisors
Colorado
$4.91M +$857K +17,047 +21%
SFSG
211
Sound Financial Strategies Group
Mississippi
$4.9M +$4.9M +97,421 New
CCM
212
Causeway Capital Management
California
$4.76M +$4.76M +94,753 New
AA
213
Advisory Alpha
Michigan
$4.76M +$87.8K +1,746 +2%
WMS
214
Wealth Management Solutions
Pennsylvania
$4.75M -$4.98M -99,030 -51%
MCA
215
Maryland Capital Advisors
Maryland
$4.69M -$69K -1,372 -1%
TWM
216
Tradition Wealth Management
Minnesota
$4.64M -$495K -9,848 -10%
MWM
217
Maripau Wealth Management
Indiana
$4.52M +$169K +3,468 +4%
CIA
218
Compass Ion Advisors
Pennsylvania
$4.48M +$4.48M +89,185 New
NL
219
NWAM LLC
Washington
$4.48M -$800K -15,921 -15%
ZF
220
Zhang Financial
Michigan
$4.48M -$53.5K -1,065 -1%
FAT
221
First American Trust
California
$4.45M -$3.32K -66 -0.1%
KWM
222
Keebeck Wealth Management
Illinois
$4.31M +$933K +18,570 +28%
ACP
223
Aveo Capital Partners
Colorado
$4.28M +$47.7K +949 +1%
1WA
224
180 Wealth Advisors
Washington
$4.27M +$74.3K +1,490 +2%
NWM
225
Northwest Wealth Management
Iowa
$4.26M -$17.3K -344 -0.4%
7 8
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