EFV icon

iShares MSCI EAFE Value ETF

825 hedge funds and large institutions have $15.4B invested in iShares MSCI EAFE Value ETF in 2023 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 398 increasing their positions, 222 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
825
Holders Change
+19
Holders Change %
+2.36%
% of All Funds
13.15%
Holding in Top 10
89
Holding in Top 10 Change
+26
Holding in Top 10 Change %
+41.27%
% of All Funds
1.42%
New
67
Increased
398
Reduced
222
Closed
41
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WEG
226
World Equity Group
Illinois
$5.22M +$2.86M +58,651 +122%
WAP
227
Wealthcare Advisory Partners
Pennsylvania
$5.16M -$1.89M -38,584 -27%
MWM
228
Merriman Wealth Management
Washington
$5.08M -$176K -3,600 -3%
CG
229
Clifford Group
Massachusetts
$5.02M +$462K +9,432 +10%
MYIA
230
Mount Yale Investment Advisors
Colorado
$5.02M +$1.66M +33,882 +49%
ECG
231
Edge Capital Group
Georgia
$4.99M -$345K -7,048 -6%
FWP
232
Firethorn Wealth Partners
Georgia
$4.87M +$1.39M +28,402 +40%
NSIM
233
North Star Investment Management
Illinois
$4.87M +$52.9K +1,082 +1%
NWM
234
Northwest Wealth Management
Iowa
$4.84M +$14K +286 +0.3%
FAT
235
First American Trust
California
$4.84M +$128K +2,620 +3%
CA
236
CSM Advisors
Pennsylvania
$4.77M
WA
237
Wealth Architects
California
$4.64M -$147 -3 -0%
CAG
238
Csenge Advisory Group
Florida
$4.63M +$1.1M +22,448 +31%
TWM
239
Tradition Wealth Management
Minnesota
$4.57M +$1.4M +28,703 +44%
GRP
240
Global Retirement Partners
California
$4.53M +$579K +12,256 +15%
DWT
241
Dorsey & Whitney Trust
South Dakota
$4.44M
SYBT
242
Stock Yards Bank & Trust
Kentucky
$4.42M -$92.6K -1,892 -2%
RT
243
Rockland Trust
Massachusetts
$4.34M -$133K -2,722 -3%
Jane Street
244
Jane Street
New York
$4.31M -$414M -8,470,812 -99%
MCA
245
Maryland Capital Advisors
Maryland
$4.29M -$84.6K -1,729 -2%
ZF
246
Zhang Financial
Michigan
$4.24M -$78.8K -1,610 -2%
JFGIW
247
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4.23M -$737K -15,058 -15%
1WA
248
180 Wealth Advisors
Washington
$4.19M -$38K -776 -0.9%
FRA
249
FFG Retirement Advisors
Colorado
$4.14M +$1.04M +21,346 +34%
Brown Advisory
250
Brown Advisory
Maryland
$4.12M -$4.99K -102 -0.1%