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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 %
TCM
301
Telos Capital Management
California
$2.94M -$150K -3,073 -5%
NFW
302
Noble Family Wealth
Florida
$2.94M +$39.5K +807 +1%
SFS
303
Summit Financial Strategies
Ohio
$2.93M -$112K -2,282 -4%
EH
304
Equitable Holdings
New York
$2.92M -$144K -2,933 -5%
WWP
305
WR Wealth Planners
Missouri
$2.92M +$616K +12,583 +27%
WIA
306
World Investment Advisors
California
$2.89M +$980K +20,038 +51%
CFS
307
Commonwealth Financial Services
West Virginia
$2.81M +$2.81M +57,373 New
WAL
308
W Advisors LLC
Tennessee
$2.8M +$411K +8,409 +17%
AL
309
ADE LLC
Maryland
$2.75M +$6.7K +137 +0.2%
VWM
310
Venturi Wealth Management
Texas
$2.72M +$803K +16,411 +42%
GWM
311
Geneos Wealth Management
Colorado
$2.71M +$77.9K +1,592 +3%
TC
312
Telemus Capital
Michigan
$2.7M -$56.2K -1,149 -2%
CWM
313
Cranbrook Wealth Management
Michigan
$2.67M +$206K +4,205 +8%
IA
314
IFG Advisory
Georgia
$2.65M +$108K +2,216 +4%
PWMG
315
Provence Wealth Management Group
California
$2.65M -$330K -6,742 -11%
FEG
316
Fund Evaluation Group
Ohio
$2.63M – – –
KFI
317
Key Financial Inc
Pennsylvania
$2.58M – – –
Cerity Partners
318
Cerity Partners
New York
$2.52M -$3.82M -78,062 -60%
CA
319
CoreCap Advisors
Michigan
$2.43M +$303K +6,186 +14%
WA
320
Wambolt & Associates
Colorado
$2.43M -$644K -13,368 -21%
KWS
321
Keystone Wealth Services
California
$2.41M +$637K +13,012 +36%
HNB
322
Huntington National Bank
Ohio
$2.39M -$2.5M – –
IC
323
IEQ Capital
California
$2.36M – – –
NFP
324
Narus Financial Partners
Utah
$2.35M +$50.7K +1,037 +2%
BWM
325
BlackDiamond Wealth Management
New York
$2.35M +$115K +2,450 +5%
11 12
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