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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
+$466M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$200M
3
Osaic Holdings
Osaic Holdings
Arizona
+$175M
4
LPL Financial
LPL Financial
California
+$152M
5
BlackRock
BlackRock
New York
+$114M

Top Sellers

1
Jane Street
Jane Street
New York
-$414M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$39M
3
M&T Bank
M&T Bank
New York
-$33.5M
4
MIS
Morningstar Investment Services
Illinois
-$33.3M
5
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$27.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFG
351
Cooper Financial Group
California
$1.99M +$314K +6,414 +19%
BFEC
352
Benjamin F. Edwards & Company
Missouri
$1.99M +$431K +8,799 +28%
FGAM
353
Financial Gravity Asset Management
Texas
$1.97M +$1.79M +508,642 +968%
SRC
354
Shufro Rose & Co
New York
$1.96M +$191K +3,895 +11%
FA
355
FDx Advisors
Illinois
$1.96M +$452K +9,239 +30%
GSC
356
G&S Capital
Colorado
$1.94M -$55.5K -1,134 -3%
WHCI
357
W.H. Cornerstone Investments
Massachusetts
$1.94M +$533K +10,891 +38%
AG
358
Ascent Group
Virginia
$1.94M -$160K -3,345 -8%
SIA
359
SkyView Investment Advisors
New Jersey
$1.87M +$90.7K +1,855 +5%
LFG
360
Larson Financial Group
Missouri
$1.83M -$26K -531 -1%
CA
361
Clearstead Advisors
Ohio
$1.81M +$915K +18,696 +102%
GM
362
GeoWealth Management
Illinois
$1.79M +$127K +2,585 +8%
RJT
363
Raymond James Trust
Florida
$1.79M +$3.82K +78 +0.2%
CTC
364
Central Trust Company
Missouri
$1.78M -$22.8K -466 -1%
KAM
365
KEB Asset Management
Illinois
$1.76M – – –
VM
366
VPR Management
Texas
$1.75M – – –
WPWM
367
Windward Private Wealth Management
Kansas
$1.74M -$51K -1,043 -3%
GVAG
368
Great Valley Advisor Group
Delaware
$1.74M -$575K -11,749 -25%
SIA
369
Stegner Investment Associates
Kentucky
$1.71M – – –
KFP
370
KB Financial Partners
New Jersey
$1.69M +$8.22K +168 +0.5%
Franklin Resources
371
Franklin Resources
California
$1.67M -$152K -3,105 -8%
NA
372
Navellier & Associates
Nevada
$1.63M +$1.63M +33,333 New
AA
373
Ancora Advisors
Ohio
$1.62M +$669K +13,679 +70%
AFG
374
Atomi Financial Group
New York
$1.62M +$826K +16,891 +104%
VPP
375
Vertex Planning Partners
Illinois
$1.6M +$537K +10,981 +50%
13 14
15
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