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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 %
WB
376
WesBanco Bank
West Virginia
$1.55M +$1.55M +33,674 New
BOSSRA
377
B.O.S.S. Retirement Advisors
Utah
$1.53M +$1.53M +33,274 New
WTB
378
Washington Trust Bank
Washington
$1.52M -$2.6M -56,614 -63%
MIAS
379
Mason Investment Advisory Services
Virginia
$1.51M +$14.7K +320 +1%
GWP
380
Gateway Wealth Partners
Wisconsin
$1.48M +$1.48M +32,284 New
LWM
381
Lodestone Wealth Management
Washington
$1.48M +$1.48M +32,189 New
AIM
382
Alhambra Investment Management
Florida
$1.48M -$499K -10,867 -25%
Comerica Bank
383
Comerica Bank
Texas
$1.47M -$242K -4,946 -14%
GWMIA
384
Global Wealth Management Investment Advisory
Florida
$1.46M -$168K -3,653 -10%
SIA
385
SkyView Investment Advisors
New Jersey
$1.45M -$116K -2,521 -7%
CPG
386
Cornerstone Planning Group
New Jersey
$1.44M +$1.44M +29,614 New
PFO
387
Pathstone Family Office
New Jersey
$1.43M +$1.41M +1,162,296 +6,489%
KFP
388
KB Financial Partners
New Jersey
$1.43M -$124K -2,703 -8%
SC
389
Seldon Capital
California
$1.42M – – –
FCAM
390
First Citizens Asset Management
North Carolina
$1.42M +$1.42M +30,946 New
RFP
391
RCS Financial Planning
Maryland
$1.4M +$1.4M +30,586 New
NCM
392
Neumann Capital Management
California
$1.4M +$22.9K +500 +2%
Franklin Resources
393
Franklin Resources
California
$1.38M -$73.2K -1,595 -5%
HSBC Holdings
394
HSBC Holdings
United Kingdom
$1.37M -$1.19K -26 -0.1%
RP
395
Riverwater Partners
Wisconsin
$1.36M +$1.36M +29,726 New
LA
396
LVW Advisors
New York
$1.36M +$1.36M +29,597 New
BAG
397
Briggs Advisory Group
Rhode Island
$1.35M -$24K -524 -2%
PMFA
398
Plante Moran Financial Advisors
Michigan
$1.34M +$1.17M +25,440 +664%
ACA
399
Ascension Capital Advisors
Texas
$1.32M +$1.32M +28,844 New
WS
400
Wedbush Securities
California
$1.3M +$207K +4,517 +19%
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