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iShares MSCI EAFE Value ETF
EFV

Overview Fund Activity

794 hedge funds and large institutions have $13.4B invested in iShares MSCI EAFE Value ETF in 2023 Q1 according to their latest regulatory filings, with 84 funds opening new positions, 216 increasing their positions, 376 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
794
Holders Change
-3
Holders Change %
-0.38%
% of All Funds
12.71%
Holding in Top 10
71
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-17.44%
% of All Funds
1.14%
New
84
Increased
216
Reduced
376
Closed
70
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
+$543M
2
BL
Balentine LLC
Georgia
+$144M
3
Ameriprise
Ameriprise
Minnesota
+$137M
4
US Bancorp
US Bancorp
Minnesota
+$52.2M
5
MMA
Miracle Mile Advisors
California
+$40.6M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$603M
2
BlackRock
BlackRock
New York
-$170M
3
LPL Financial
LPL Financial
California
-$104M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$87.6M
5
Bank of America
Bank of America
North Carolina
-$79.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFA
226
Mayflower Financial Advisors
Massachusetts
$4.64M -$425K -8,752 -8%
WA
227
Wealth Architects
California
$4.63M -$103K -2,117 -2%
NSIM
228
North Star Investment Management
Illinois
$4.63M +$103K +2,124 +2%
Brown Advisory
229
Brown Advisory
Maryland
$4.62M -$2.13M -43,845 -32%
EL
230
EQ LLC
Washington
$4.58M -$378K -7,791 -8%
SYBT
231
Stock Yards Bank & Trust
Kentucky
$4.56M -$145K -2,992 -3%
AA
232
Advisory Alpha
Michigan
$4.55M +$145K +2,981 +3%
FAT
233
First American Trust
California
$4.55M +$107K +2,202 +2%
NL
234
NWAM LLC
Washington
$4.5M -$229K -4,711 -5%
RT
235
Rockland Trust
Massachusetts
$4.5M -$126K -2,604 -3%
MCA
236
Maryland Capital Advisors
Maryland
$4.44M -$127K -2,612 -3%
JIC
237
Johnson Investment Counsel
Ohio
$4.42M -$161K -3,319 -4%
PFP
238
Pinnacle Financial Partners
Tennessee
$4.42M +$154K +3,180 +4%
DWT
239
Dorsey & Whitney Trust
South Dakota
$4.4M +$801K +16,495 +22%
DI
240
Disciplined Investments
Oklahoma
$4.37M -$122K -2,504 -3%
ZF
241
Zhang Financial
Michigan
$4.28M -$45.4K -935 -1%
CG
242
Clifford Group
Massachusetts
$4.27M +$194K +4,002 +5%
WAS
243
Wealth Advisory Solutions
Indiana
$4.24M +$47.1K +971 +1%
1WA
244
180 Wealth Advisors
Washington
$4.23M -$45.1K -930 -1%
SWM
245
SigFig Wealth Management
California
$4.22M -$1.45M -29,838 -26%
GRP
246
Global Retirement Partners
California
$4.21M +$1.58M +31,898 +60%
OP
247
ORG Partners
Indiana
$4.08M +$4.08M +83,110 New
MA
248
Mutual Advisors
Nebraska
$4.04M +$132K +2,716 +3%
M1FG
249
Mach-1 Financial Group
Arkansas
$3.98M +$3.98M +82 New
SPAS
250
Spectrum Planning & Advisory Services
California
$3.95M +$342K +7,040 +9%
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