iShares MSCI EAFE Value ETF
737 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, 253 reducing their positions, and 56 closing their positions.
66% more first-time investments, than exits
New positions opened: 93 | Existing positions closed: 56
14% more repeat investments, than reductions
Existing positions increased: 288 | Existing positions reduced: 253
4% more funds holding
Funds holding: 711 → 737 (+26)
1% less capital invested
Capital invested by funds: $14B → $13.9B (-$120M)
2.26% less ownership
Funds ownership: 90.88% → 88.62% (-2.3%)
4% less funds holding in top 10
Funds holding in top 10: 92 → 88 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIA
Angeles Investment Advisors
Santa Monica,
California
|
+$88.2M |
| 2 |
US Bancorp
Minneapolis,
Minnesota
|
+$56.6M |
| 3 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$46.6M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$41M |
| 5 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$37.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$91.1M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$84.7M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$56.4M |
| 4 |
DCM
Dupont Capital Management
Wilmington,
Delaware
|
-$52.2M |
| 5 |
Northern Trust
Chicago,
Illinois
|
-$48.1M |
EFV Hedge Fund Activity: Q1 2022 in Review
737 of the 6,360 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE Value ETF (EFV) for Q1 2022, worth a combined $13.9B — down 0.86% from $14B a quarter earlier.
Buyers outnumbered sellers: 93 funds opened new EFV positions and 56 closed out — a net gain of 37 holders — while 288 added to existing stakes and 253 trimmed.
The largest buyer was Angeles Investment Advisors, adding an estimated $88.2M. The largest seller was Carson Wealth (CWM LLC), cutting an estimated $91.1M.
- 737 institutional investors held iShares MSCI EAFE Value ETF (EFV) as of Q1 2022, up from 711 in Q4 2021.
- Funds reported $13.9B of iShares MSCI EAFE Value ETF stock for Q1 2022, down 0.86% quarter-over-quarter.
- 93 funds opened new iShares MSCI EAFE Value ETF positions in Q1 2022 and 56 closed out, a net change of +37 holders.
- The largest iShares MSCI EAFE Value ETF buyer in Q1 2022 was Angeles Investment Advisors, an estimated $88.2M added.
- The largest iShares MSCI EAFE Value ETF seller in Q1 2022 was Carson Wealth (CWM LLC), an estimated $91.1M sold.
Based on aggregated 13F filings for Q1 2022.