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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 %
FHA
201
First Horizon Advisors
Tennessee
$4.54M +$4.42M +101,964 +3,931%
GCA
202
Greenwood Capital Associates
South Carolina
$4.36M +$1.76M +40,626 +68%
WAM
203
Watershed Asset Management
California
$4.34M – – –
FPAS
204
Focus Partners Advisor Solutions
Missouri
$4.29M +$1.5M +34,471 +54%
Principal Financial Group
205
Principal Financial Group
Iowa
$4.27M -$1.11M -25,500 -21%
TWM
206
Tradition Wealth Management
Minnesota
$4.21M +$200K +4,608 +5%
KWM
207
Keebeck Wealth Management
Illinois
$4.18M +$457K +10,526 +12%
PWMG
208
Provence Wealth Management Group
California
$4.17M +$550K +12,670 +15%
CIA
209
Compass Ion Advisors
Pennsylvania
$4.13M +$259K +5,968 +7%
HHRDM
210
H&H Retirement Design & Management
Nevada
$4.11M -$281K -6,340 -6%
FAT
211
First American Trust
California
$4.08M +$234K +5,400 +6%
NWM
212
Northwest Wealth Management
Iowa
$3.97M +$284K +6,554 +8%
MCA
213
Maryland Capital Advisors
Maryland
$3.95M -$93.9K -2,163 -2%
AA
214
Advisory Alpha
Michigan
$3.93M -$180K -4,143 -4%
WAS
215
Wealth Advisory Solutions
Indiana
$3.84M +$220K +5,078 +6%
ZF
216
Zhang Financial
Michigan
$3.84M -$26.9K -619 -0.7%
1WA
217
180 Wealth Advisors
Washington
$3.76M +$31.9K +733 +0.9%
MSWMA
218
Market Street Wealth Management Advisors
Indiana
$3.74M +$502K +11,570 +16%
NSIM
219
North Star Investment Management
Illinois
$3.74M +$98.4K +2,268 +3%
JFGIW
220
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.73M +$3.71M +85,542 +25,766%
CWM
221
Cranbrook Wealth Management
Michigan
$3.72M +$45.7K +1,052 +1%
ACP
222
Aveo Capital Partners
Colorado
$3.67M -$32.8K -755 -0.9%
MYIA
223
Mount Yale Investment Advisors
Colorado
$3.64M +$414K +9,542 +13%
TWM
224
Tanglewood Wealth Management
Texas
$3.63M -$4.46M -102,660 -55%
ECG
225
Edge Capital Group
Georgia
$3.63M +$473K +10,895 +15%
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