EFV icon

iShares MSCI EAFE Value ETF

806 hedge funds and large institutions have $13.2B invested in iShares MSCI EAFE Value ETF in 2023 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 311 increasing their positions, 319 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
806
Holders Change
+12
Holders Change %
+1.51%
% of All Funds
12.71%
Holding in Top 10
63
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-11.27%
% of All Funds
0.99%
New
70
Increased
311
Reduced
319
Closed
52
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CA
326
CoreCap Advisors
Michigan
$2.13M +$2.13M +43,512 New
IFS
327
Ifrah Financial Services
Arkansas
$2.13M +$3.38K +69 +0.2%
SWA
328
Sax Wealth Advisors
New Jersey
$2.12M -$347K -7,099 -14%
GSC
329
G&S Capital
Colorado
$2M -$277K -5,666 -12%
SWA
330
Stratos Wealth Advisors
Ohio
$2M +$585K +11,959 +41%
WA
331
Waverly Advisors
Alabama
$1.98M +$790K +16,147 +66%
EWA
332
EverSource Wealth Advisors
Alabama
$1.96M +$20.5K +418 +1%
QPWM
333
Quadrant Private Wealth Management
Pennsylvania
$1.95M +$48.3K +986 +3%
VWM
334
Venturi Wealth Management
Texas
$1.91M -$93.4K -1,909 -5%
WIA
335
World Investment Advisors
California
$1.91M -$3.32M -67,760 -63%
VAS
336
Vestmark Advisory Solutions
Massachusetts
$1.87M +$109K +2,236 +6%
LFG
337
Larson Financial Group
Missouri
$1.86M -$9.79K -200 -0.5%
WWA
338
WCG Wealth Advisors
Nevada
$1.85M +$1.85M +37,847 New
BOSSRA
339
B.O.S.S. Retirement Advisors
Utah
$1.84M +$211K +4,306 +13%
BHPW
340
Beverly Hills Private Wealth
California
$1.83M +$1.2M +24,129 +189%
Franklin Resources
341
Franklin Resources
California
$1.82M +$160K +3,275 +10%
BTWM
342
Baker Tilly Wealth Management
Wisconsin
$1.81M +$43.5K +889 +2%
CTC
343
Central Trust Company
Missouri
$1.8M -$8.37K -171 -0.5%
WPWM
344
Windward Private Wealth Management
Kansas
$1.8M -$1.37K -28 -0.1%
RJT
345
Raymond James Trust
Florida
$1.78M +$289K +5,904 +19%
TCA
346
Transcend Capital Advisors
New Jersey
$1.78M -$636 -13 -0%
KWS
347
Keystone Wealth Services
California
$1.78M -$277K -5,658 -13%
SIA
348
SkyView Investment Advisors
New Jersey
$1.78M +$100K +2,050 +6%
SRC
349
Shufro Rose & Co
New York
$1.77M +$317K +6,475 +22%
KAM
350
KEB Asset Management
Illinois
$1.76M +$294 +6 +0%