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iShares MSCI EAFE Value ETF
EFV

Overview Fund Activity

797 hedge funds and large institutions have $24.3B invested in iShares MSCI EAFE Value ETF in 2022 Q4 according to their latest regulatory filings, with 169 funds opening new positions, 333 increasing their positions, 224 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
797
Holders Change
+101
Holders Change %
+14.51%
% of All Funds
12.86%
Holding in Top 10
86
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+14.67%
% of All Funds
1.39%
New
169
Increased
333
Reduced
224
Closed
50
Calls
$312K
Puts
$307K
Net Calls
+$5K
Net Calls Change
+$259K

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$2.63B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$369M
3
LPL Financial
LPL Financial
California
$550M
4
AIA
Angeles Investment Advisors
California
$74.7M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$75.3M

Top Sellers

1
AWA
Arete Wealth Advisors
Illinois
$10.8B
2
Jones Financial Companies
Jones Financial Companies
Missouri
$755M
3
CCM
Causeway Capital Management
California
$0
4
Natixis Advisors
Natixis Advisors
Massachusetts
$23.8M
5
GIS
Grayhawk Investment Strategies
Alberta, Canada
$15.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFO
226
Callan Family Office
Pennsylvania
$4.46M +$4.46M +97,278 New
SWP
227
Stratos Wealth Partners
Ohio
$4.46M +$3.53M +76,875 +378%
SYBT
228
Stock Yards Bank & Trust
Kentucky
$4.45M +$2.71M +58,970 +155%
RIA
229
Regal Investment Advisors
Michigan
$4.44M +$461K +10,055 +12%
1WA
230
180 Wealth Advisors
Washington
$4.39M +$30.6K +614 +0.7%
WEG
231
World Equity Group
Illinois
$4.39M +$442K +9,644 +11%
RT
232
Rockland Trust
Massachusetts
$4.38M +$4.38M +95,352 New
JIC
233
Johnson Investment Counsel
Ohio
$4.33M +$451K +9,825 +12%
MCA
234
Maryland Capital Advisors
Maryland
$4.32M -$35.9K -783 -0.8%
NSIM
235
North Star Investment Management
Illinois
$4.28M +$87.9K +1,915 +2%
AF
236
Advisornet Financial
Minnesota
$4.26M -$134K -2,923 -3%
DI
237
Disciplined Investments
Oklahoma
$4.25M +$2.13M +46,442 +101%
FAT
238
First American Trust
California
$4.2M +$24.5K +535 +0.6%
IA
239
IFP Advisors
Florida
$4.18M -$1.04M -19,187 -20%
AA
240
Advisory Alpha
Michigan
$4.17M +$653K +14,226 +19%
SWP
241
ShoreHaven Wealth Partners
New Jersey
$4.16M +$988K +21,539 +31%
PWMG
242
Provence Wealth Management Group
California
$4.13M +$102K +2,215 +3%
FWP
243
Firethorn Wealth Partners
Georgia
$4.1M +$292K +6,373 +8%
ZF
244
Zhang Financial
Michigan
$4.09M -$60.6K -1,321 -1%
CA
245
CSM Advisors
Pennsylvania
$4.07M +$130K +2,827 +3%
PFP
246
Pinnacle Financial Partners
Tennessee
$4.03M +$240K +5,233 +6%
FRA
247
FFG Retirement Advisors
Colorado
$4.02M +$4.02M +87,515 New
WAS
248
Wealth Advisory Solutions
Indiana
$3.97M – – –
WF
249
Williams Financial
Vermont
$3.96M -$500K -10,904 -11%
BWA
250
BDO Wealth Advisors
Florida
$3.96M +$724K +15,782 +22%
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