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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 %
HHRDM
251
H&H Retirement Design & Management
Nevada
$3.89M +$141K +2,884 +4%
ECG
252
Edge Capital Group
Georgia
$3.86M +$3.01M +65,509 +352%
CG
253
Clifford Group
Massachusetts
$3.85M +$3.85M +83,901 New
MIA
254
MainStreet Investment Advisors
Illinois
$3.79M +$3.79M +82,593 New
MA
255
Mutual Advisors
Nebraska
$3.69M -$297K -6,484 -7%
USAA
256
United Services Automobile Association
Texas
$3.63M -$1.5M -32,622 -29%
WIA
257
World Investment Advisors
California
$3.62M +$1.55M +33,803 +75%
CAG
258
Csenge Advisory Group
Florida
$3.59M +$580K +12,642 +19%
KAM
259
Knightsbridge Asset Management
California
$3.47M +$2.64M +57,629 +319%
CPWA
260
Cerro Pacific Wealth Advisors
California
$3.46M +$3.46M +75,318 New
SWM
261
Southern Wealth Management
Texas
$3.45M -$777K -16,938 -18%
SPAS
262
Spectrum Planning & Advisory Services
California
$3.41M -$999K -21,772 -23%
DWT
263
Dorsey & Whitney Trust
South Dakota
$3.41M +$376K +8,199 +12%
AWE
264
Avidian Wealth Enterprises
Texas
$3.35M +$415K +9,046 +14%
BWCS
265
Beirne Wealth Consulting Services
Connecticut
$3.31M +$2.25M +49,047 +212%
PA
266
PFG Advisors
Arizona
$3.29M +$66.6K +1,451 +2%
MWM
267
Maripau Wealth Management
Indiana
$3.25M -$320K -6,564 -9%
PWAG
268
Polaris Wealth Advisory Group
California
$3.24M +$71.7K +1,496 +2%
HI
269
Harbour Investments
Wisconsin
$3.19M -$215K -4,688 -6%
P
270
Pitcairn
Pennsylvania
$3.19M -$261K -5,699 -8%
CWA
271
Clearview Wealth Advisors
Oregon
$3.17M -$1.03M -22,540 -25%
CWM
272
Centurion Wealth Management
Virginia
$3.13M +$3.13M +68,206 New
SFS
273
Summit Financial Strategies
Ohio
$3.12M -$2.43M -53,066 -44%
T
274
TCWP
Ohio
$3.12M -$151K -3,298 -5%
MSWMA
275
Market Street Wealth Management Advisors
Indiana
$3.07M -$67.8K -1,477 -2%
9 10
11
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