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iShares MSCI EAFE Value ETF
EFV

Overview Fund Activity

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
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$2.73B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$545M
3
Osaic Holdings
Osaic Holdings
Arizona
$379M
4
LPL Financial
LPL Financial
California
$631M
5
BlackRock
BlackRock
New York
$403M

Top Sellers

1
Jane Street
Jane Street
New York
$4.31M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
3
M&T Bank
M&T Bank
New York
$150M
4
MIS
Morningstar Investment Services
Illinois
$43M
5
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
USCWA
251
U.S. Capital Wealth Advisors
Texas
$4.02M +$538K +10,987 +15%
PWAG
252
Polaris Wealth Advisory Group
California
$4.02M +$4.02M +82,177 New
BBWP
253
Beacon Bridge Wealth Partners
Pennsylvania
$4.01M +$4.01M +81,984 New
Legacy Financial Group (Iowa)
254
Legacy Financial Group (Iowa)
Iowa
$4M +$407K +8,324 +11%
SAM
255
Synergy Asset Management
Washington
$4M +$4M +81,674 New
MLA
256
My Legacy Advisors
Oregon
$4M +$1.27M +26,694 +47%
HI
257
Harbour Investments
Wisconsin
$3.99M +$938K +19,173 +31%
MA
258
Mutual Advisors
Nebraska
$3.97M -$163K -3,329 -4%
AF
259
Advisornet Financial
Minnesota
$3.96M +$254K +5,194 +7%
VW
260
Vance Wealth
California
$3.86M +$121K +2,477 +3%
API
261
Advisor Partners II
California
$3.84M +$2.87M +58,755 +299%
BWM
262
Baystate Wealth Management
Massachusetts
$3.82M +$1.2M +24,545 +46%
AssetMark Inc
263
AssetMark Inc
California
$3.81M +$1.27M +25,936 +50%
FHB
264
First Hawaiian Bank
Hawaii
$3.77M – – –
MAM
265
MMA Asset Management
Pennsylvania
$3.74M +$1.99M +40,674 +114%
CFO
266
Collective Family Office
Pennsylvania
$3.73M +$254K +5,199 +7%
UAS
267
United Asset Strategies
New York
$3.7M -$354K -7,233 -9%
MWM
268
Maripau Wealth Management
Indiana
$3.58M +$802K +16,391 +29%
AWE
269
Avidian Wealth Enterprises
Texas
$3.57M -$361K -7,374 -9%
HS
270
Horan Securities
United States
$3.54M +$236K +4,814 +7%
PCIG
271
Partners Capital Investment Group
Massachusetts
$3.53M – – –
AF
272
Allworth Financial
California
$3.52M -$2.49M -50,927 -41%
MBT
273
Montecito Bank & Trust
California
$3.51M +$347K +7,086 +11%
SFA
274
Seneca Financial Advisors
New York
$3.49M +$190K +3,887 +6%
KFG
275
Kingdom Financial Group
Arizona
$3.49M +$76.7K +1,567 +2%
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