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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 %
CRI
351
Commonwealth Retirement Investments
Virginia
$1.71M +$1.71M +37,324 New
TC
352
TownSquare Capital
Utah
$1.71M +$950K +20,713 +126%
WPWM
353
Windward Private Wealth Management
Kansas
$1.7M +$44.8K +976 +3%
UCFA
354
United Capital Financial Advisors
Texas
$1.7M -$333K -7,266 -16%
SWA
355
Stratos Wealth Advisors
Ohio
$1.7M +$106K +2,308 +7%
SIA
356
Stegner Investment Associates
Kentucky
$1.7M +$308K +6,706 +22%
Qube Research & Technologies (QRT)
357
Qube Research & Technologies (QRT)
United Kingdom
$1.69M +$379K +8,250 +29%
RSWM
358
Robertson Stephens Wealth Management
California
$1.69M +$193K +4,201 +13%
WP
359
WealthPLAN Partners
Nebraska
$1.68M +$1.68M +33,813 New
WIM
360
WealthPlan Investment Management
Nebraska
$1.67M +$95.2K +1,922 +6%
KAM
361
KEB Asset Management
Illinois
$1.65M +$92 +2 +0%
VM
362
VPR Management
Texas
$1.64M – – –
Aberdeen Group
363
Aberdeen Group
United Kingdom
$1.63M -$2.89M -63,000 -64%
Legacy Financial Group (Iowa)
364
Legacy Financial Group (Iowa)
Iowa
$1.63M +$1.63M +35,498 New
AIA
365
Alera Investment Advisors
Illinois
$1.62M -$388K -8,452 -19%
CFD
366
Creative Financial Designs
Indiana
$1.62M -$74.2K -1,617 -4%
WHCI
367
W.H. Cornerstone Investments
Massachusetts
$1.62M -$92.3K -1,883 -5%
SFG
368
Sage Financial Group
Pennsylvania
$1.61M +$1.61M +35,056 New
WANY
369
Wealthspire Advisors (New York)
New York
$1.6M -$652K -14,213 -29%
CB
370
Commerce Bank
Missouri
$1.59M +$310K +6,760 +24%
SFG
371
Sovereign Financial Group
Connecticut
$1.58M +$857K +18,669 +118%
FCFC
372
First Commonwealth Financial Corp
Pennsylvania
$1.58M +$173K +3,763 +12%
FA
373
FDx Advisors
Illinois
$1.57M +$434K +9,469 +38%
CAL
374
Capital Analysts LLC
Pennsylvania
$1.56M +$424K +9,237 +37%
TWM
375
Tradition Wealth Management
Minnesota
$1.55M -$2.06M -44,868 -57%
13 14
15
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