EFV icon

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 %
WT
276
Whittier Trust
California
$3.46M -$197K -4,035 -5%
BWCS
277
Beirne Wealth Consulting Services
Connecticut
$3.46M – – –
KV
278
Kickstand Ventures
New York
$3.45M +$3.45M +70,581 New
P
279
Pitcairn
Pennsylvania
$3.4M – – –
FWMM
280
Foundation Wealth Management (Missouri)
Missouri
$3.39M +$25.6K +523 +0.8%
SWA
281
Stratos Wealth Advisors
Ohio
$3.37M +$1.38M +28,136 +69%
DI
282
DFPG Investments
Utah
$3.34M +$995K +20,756 +42%
CWM
283
Centurion Wealth Management
Virginia
$3.33M +$774K +15,818 +30%
SCM
284
SOL Capital Management
Maryland
$3.31M +$216K +4,425 +7%
MFA
285
Mayflower Financial Advisors
Massachusetts
$3.31M -$790K -16,151 -19%
LF
286
Lantz Financial
Illinois
$3.28M +$978K +19,986 +42%
IFA
287
Interactive Financial Advisors
Illinois
$3.25M -$213K -4,356 -6%
CB
288
Commerce Bank
Missouri
$3.24M +$1.72M +35,157 +113%
FMP
289
Financial Management Professionals
Texas
$3.23M +$3.23M +66,022 New
MSWMA
290
Market Street Wealth Management Advisors
Indiana
$3.16M -$18.8K -385 -0.6%
SFS
291
Sowell Financial Services
Arkansas
$3.13M +$1.47M +30,029 +89%
CC
292
Copperleaf Capital
North Carolina
$3.12M +$968K +19,785 +45%
PA
293
PFG Advisors
Arizona
$3.04M -$57.6K -1,178 -2%
DI
294
Disciplined Investments
Oklahoma
$3.04M -$416K -8,497 -12%
AWM
295
Apollon Wealth Management
South Carolina
$3.03M -$46.2K -945 -2%
OCFG
296
O'Connor Financial Group
Illinois
$3.01M -$19.2K -392 -0.6%
HPM
297
Hoxton Planning & Management
West Virginia
$2.97M +$662K +13,531 +29%
PCA
298
Pallas Capital Advisors
Massachusetts
$2.97M +$957K +20,324 +48%
PFBT
299
Parkside Financial Bank & Trust
Missouri
$2.97M -$102K -2,084 -3%
GW
300
GW & Wade
Massachusetts
$2.96M +$141K +2,892 +5%
10 11
12
13 14