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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 %
PFS
326
Prospera Financial Services
Texas
$2.32M +$103K +2,096 +5%
BBNA
327
Bremer Bank National Association
Minnesota
$2.31M – – –
QPWM
328
Quadrant Private Wealth Management
Pennsylvania
$2.31M +$352K +7,198 +18%
CIBC World Market
329
CIBC World Market
Ontario, Canada
$2.31M +$28.3K +578 +1%
TPWA
330
TRUE Private Wealth Advisors
Oregon
$2.3M +$1.09M +22,237 +90%
LNC
331
Lincoln National Corp
Pennsylvania
$2.29M +$554K +11,329 +32%
RFP
332
RCS Financial Planning
Maryland
$2.27M +$956K +19,539 +73%
TCA
333
Transcend Capital Advisors
New Jersey
$2.26M +$480K +9,801 +27%
SPC
334
Sigma Planning Corp
Michigan
$2.25M +$723K +14,769 +47%
WWA
335
WCG Wealth Advisors
Nevada
$2.24M +$389K +7,949 +21%
RW
336
Regimen Wealth
Georgia
$2.19M +$713K +14,566 +48%
IFS
337
Ifrah Financial Services
Arkansas
$2.18M +$47.4K +968 +2%
GWP
338
Gateway Wealth Partners
Wisconsin
$2.17M +$846K +17,297 +64%
CAM
339
Concorde Asset Management
Michigan
$2.13M +$619K +12,726 +41%
BOSSRA
340
B.O.S.S. Retirement Advisors
Utah
$2.1M +$261K +5,343 +14%
EWA
341
EverSource Wealth Advisors
Alabama
$2.1M +$139K +2,832 +7%
ANTB
342
AMG National Trust Bank
Colorado
$2.09M -$47.2K -965 -2%
ICP
343
Interchange Capital Partners
Pennsylvania
$2.08M +$700K +14,296 +51%
RSWM
344
Robertson Stephens Wealth Management
California
$2.08M +$467K +9,537 +29%
IA
345
IFP Advisors
Florida
$2.06M -$2.7M -55,127 -57%
SWA
346
Sax Wealth Advisors
New Jersey
$2.05M -$68.6K -1,402 -3%
FWM
347
Fortress Wealth Management
California
$2.02M -$206K -4,200 -9%
CAL
348
Capital Analysts LLC
Pennsylvania
$2.02M +$631K +12,901 +46%
WA
349
Waverly Advisors
Alabama
$2.01M +$27.2K +555 +1%
CRI
350
Commonwealth Retirement Investments
Virginia
$2M +$557K +11,384 +39%
12 13
14
15 16