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iShares MSCI EAFE Value ETF
EFV

Overview Fund Activity

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
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$61.3M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$39.4M
3
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
+$27.3M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$23.8M
5
US Bancorp
US Bancorp
Minnesota
+$16.7M

Top Sellers

1
BL
Balentine LLC
Georgia
-$144M
2
Jane Street
Jane Street
New York
-$128M
3
Baird Financial Group
Baird Financial Group
Wisconsin
-$87M
4
Morgan Stanley
Morgan Stanley
New York
-$57.4M
5
MIS
Morningstar Investment Services
Illinois
-$53.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
MAM
351
MMA Asset Management
Pennsylvania
$1.75M +$216K +4,421 +14%
VM
352
VPR Management
Texas
$1.75M – – –
LNC
353
Lincoln National Corp
Pennsylvania
$1.74M +$850K +17,374 +96%
SIA
354
Stegner Investment Associates
Kentucky
$1.71M – – –
KFP
355
KB Financial Partners
New Jersey
$1.68M +$74.6K +1,525 +5%
CFG
356
Cooper Financial Group
California
$1.68M +$49.8K +1,017 +3%
GM
357
GeoWealth Management
Illinois
$1.67M +$50.6K +1,034 +3%
SFS
358
Sowell Financial Services
Arkansas
$1.66M +$89.4K +1,826 +6%
FAIM
359
Financial Advocates Investment Management
Washington
$1.64M +$27.7K +565 +2%
RSWM
360
Robertson Stephens Wealth Management
California
$1.61M +$94.1K +1,922 +6%
WC
361
Weil Company
California
$1.6M – – –
HIGP
362
Hill Investment Group Partners
Missouri
$1.59M -$320K -6,544 -17%
Financial Engines Advisors
363
Financial Engines Advisors
California
$1.57M +$227K +4,631 +17%
BFEC
364
Benjamin F. Edwards & Company
Missouri
$1.56M +$13.9K +284 +0.9%
RA
365
Rockingstone Advisors
Massachusetts
$1.54M +$3.92K +80 +0.3%
LA
366
LVW Advisors
New York
$1.53M -$102K -2,086 -6%
SPC
367
Sigma Planning Corp
Michigan
$1.53M -$273K -5,587 -15%
CB
368
Commerce Bank
Missouri
$1.52M -$283K -5,789 -16%
CAM
369
Concorde Asset Management
Michigan
$1.52M +$28.4K +581 +2%
SC
370
Seldon Capital
California
$1.52M -$1.52M -31,000 -50%
FA
371
FDx Advisors
Illinois
$1.51M -$164K -3,357 -10%
FCFC
372
First Commonwealth Financial Corp
Pennsylvania
$1.5M -$762K -15,568 -34%
BL
373
Balentine LLC
Georgia
$1.48M -$144M -2,938,424 -99%
RW
374
Regimen Wealth
Georgia
$1.48M -$370K -7,551 -20%
WF
375
Warner Financial
Maryland
$1.48M +$51.3K +1,048 +4%
13 14
15
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