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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 %
IA
301
IFG Advisory
Georgia
$2.39M +$159K +3,463 +7%
T
302
TRUADVICE
Florida
$2.36M -$299K -6,100 -11%
HNB
303
Huntington National Bank
Ohio
$2.34M -$2.16M – –
CA
304
CoreCap Advisors
Michigan
$2.34M +$267K +5,828 +13%
TCM
305
Telos Capital Management
California
$2.33M +$168K +3,652 +8%
DW
306
Domani Wealth
Pennsylvania
$2.32M +$2.32M +50,571 New
SWA
307
Sax Wealth Advisors
New Jersey
$2.3M -$27.5K -600 -1%
CAM
308
Concorde Asset Management
Michigan
$2.26M +$182K +3,960 +9%
GW
309
GW & Wade
Massachusetts
$2.24M +$1.47M +31,960 +189%
FWM
310
Fortress Wealth Management
California
$2.23M -$324K -7,061 -13%
PA
311
Paragon Advisors
Texas
$2.19M +$317K +6,920 +17%
BBNA
312
Bremer Bank National Association
Minnesota
$2.19M +$2.19M +47,697 New
NFP
313
Narus Financial Partners
Utah
$2.16M +$221K +4,822 +11%
IC
314
IEQ Capital
California
$2.15M -$1.04M -22,695 -33%
VAS
315
Vestmark Advisory Solutions
Massachusetts
$2.14M +$354K +7,725 +20%
SFS
316
Sowell Financial Services
Arkansas
$2.12M +$208K +4,539 +11%
BCI
317
Brinker Capital Investments
Pennsylvania
$2.12M +$455K +9,912 +27%
TCA
318
Transcend Capital Advisors
New Jersey
$2.08M +$223K +4,861 +12%
GVAG
319
Great Valley Advisor Group
Delaware
$2.08M +$44.3K +966 +2%
CIBC World Market
320
CIBC World Market
Ontario, Canada
$2.07M +$58.5K +1,275 +3%
KFI
321
Key Financial Inc
Pennsylvania
$2.06M – – –
IFS
322
Ifrah Financial Services
Arkansas
$2.04M -$19.9K -433 -1%
EWA
323
EverSource Wealth Advisors
Alabama
$2.02M +$135K +2,933 +7%
KWS
324
Keystone Wealth Services
California
$2.02M -$23.7K -516 -1%
AG
325
Ascent Group
Virginia
$2.01M +$129K +2,804 +7%
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