EFV icon

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 %
AssetMark Inc
326
AssetMark Inc
California
$1.98M +$1.04M +22,577 +110%
WC
327
Weil Company
California
$1.97M +$825K +17,985 +72%
FCA
328
FLC Capital Advisors
California
$1.97M -$6.71M -146,198 -77%
CFG
329
Cooper Financial Group
California
$1.93M +$95.7K +2,086 +5%
GIA
330
GHP Investment Advisors
Colorado
$1.92M -$612K -13,330 -24%
GWM
331
Geneos Wealth Management
Colorado
$1.87M +$65.2K +1,422 +4%
BTWM
332
Baker Tilly Wealth Management
Wisconsin
$1.85M +$606K +13,198 +49%
HT
333
HighTower Trust
Texas
$1.84M +$56.5K +1,239 +3%
LFG
334
Larson Financial Group
Missouri
$1.84M -$219K -4,779 -11%
GB
335
Gunma Bank
Japan
$1.84M – – –
HIGP
336
Hill Investment Group Partners
Missouri
$1.83M -$768K -16,740 -30%
ANTB
337
AMG National Trust Bank
Colorado
$1.82M -$742K -16,174 -29%
Financial Engines Advisors
338
Financial Engines Advisors
California
$1.81M +$630K +13,730 +53%
CCFM
339
Clear Creek Financial Management
Washington
$1.8M +$273K +5,953 +18%
RW
340
Regimen Wealth
Georgia
$1.8M +$1.8M +39,198 New
RCM
341
Raleigh Capital Management
North Carolina
$1.79M +$196K +4,268 +12%
QPWM
342
Quadrant Private Wealth Management
Pennsylvania
$1.79M +$1.79M +39,036 New
OWA
343
Opal Wealth Advisors
New York
$1.78M +$801K +17,467 +82%
SS
344
Simplicity Solutions
Minnesota
$1.77M -$204K -4,448 -10%
GM
345
GeoWealth Management
Illinois
$1.77M -$311K -6,785 -15%
BFEC
346
Benjamin F. Edwards & Company
Missouri
$1.74M +$191K +4,156 +12%
FAIM
347
Financial Advocates Investment Management
Washington
$1.74M +$1.59M +34,576 +1,026%
SPC
348
Sigma Planning Corp
Michigan
$1.74M +$71.1K +1,549 +4%
WMS
349
Wealth Management Solutions
Pennsylvania
$1.74M +$1.74M +37,866 New
GC
350
Gilbert & Cook
Iowa
$1.73M -$53.5K -1,166 -3%
12 13
14
15 16