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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
+$338M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$332M
3
LPL Financial
LPL Financial
California
+$77.1M
4
AIA
Angeles Investment Advisors
California
+$71.6M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$56.8M

Top Sellers

1
AWA
Arete Wealth Advisors
Illinois
-$1.56B
2
Jones Financial Companies
Jones Financial Companies
Missouri
-$831M
3
CCM
Causeway Capital Management
California
-$162M
4
Natixis Advisors
Natixis Advisors
Massachusetts
-$62.7M
5
GIS
Grayhawk Investment Strategies
Alberta, Canada
-$39.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFA
276
Source Financial Advisors
New York
$3.06M +$1.02M +22,265 +50%
AWM
277
Avaii Wealth Management
Wisconsin
$3.04M -$1.9M -41,324 -38%
MLA
278
My Legacy Advisors
Oregon
$3M +$1.23M +24,907 +69%
WA
279
Wambolt & Associates
Colorado
$3M +$24.7K +538 +0.8%
FWMM
280
Foundation Wealth Management (Missouri)
Missouri
$2.95M +$2.95M +64,211 New
FEG
281
Fund Evaluation Group
Ohio
$2.93M – – –
CC
282
Copperleaf Capital
North Carolina
$2.93M +$15.6K +341 +0.5%
VW
283
Vance Wealth
California
$2.89M -$610K -13,298 -17%
TC
284
Telemus Capital
Michigan
$2.85M +$1.11M +23,392 +64%
WWP
285
WR Wealth Planners
Missouri
$2.83M -$192K -4,182 -6%
PFGIA
286
Patriot Financial Group Insurance Agency
Massachusetts
$2.83M -$63.1K -1,375 -2%
UAS
287
United Asset Strategies
New York
$2.83M +$174K +3,786 +7%
PFBT
288
Parkside Financial Bank & Trust
Missouri
$2.81M +$699K +15,244 +33%
LF
289
Lantz Financial
Illinois
$2.77M -$14.7K -320 -0.5%
VWM
290
Venturi Wealth Management
Texas
$2.75M +$143K +3,116 +5%
CFO
291
Collective Family Office
Pennsylvania
$2.73M +$41.8K +912 +2%
BWM
292
Baystate Wealth Management
Massachusetts
$2.68M +$814K +17,741 +44%
CWM
293
Cranbrook Wealth Management
Michigan
$2.64M -$648K -14,116 -20%
SFSG
294
Sound Financial Strategies Group
Mississippi
$2.58M +$2.58M +56,305 New
AL
295
ADE LLC
Maryland
$2.57M +$2.57M +55,908 New
BAM
296
Belpointe Asset Management
Nevada
$2.53M +$262K +5,705 +12%
SCM
297
SOL Capital Management
Maryland
$2.47M -$834K -18,175 -25%
GRP
298
Global Retirement Partners
California
$2.44M +$388K +8,449 +19%
WAL
299
W Advisors LLC
Tennessee
$2.42M +$550K +11,987 +29%
KF
300
Krilogy Financial
Missouri
$2.42M +$2.42M +52,667 New
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