EFV icon

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 %
WC
376
Weil Company
California
$1.6M +$1.37K +28 +0.1%
BL
377
Balentine LLC
Georgia
$1.6M +$120K +2,462 +8%
PCA
378
Prosperity Capital Advisors
Ohio
$1.59M +$537K +10,967 +51%
SFG
379
Sovereign Financial Group
Connecticut
$1.57M +$364K +7,437 +30%
CCFM
380
Clear Creek Financial Management
Washington
$1.56M +$283K +5,786 +22%
Financial Engines Advisors
381
Financial Engines Advisors
California
$1.54M -$22.5K -459 -1%
SWP
382
Stratos Wealth Partners
Ohio
$1.54M +$370K +7,569 +32%
NL
383
NWAM LLC
Washington
$1.53M +$718K +14,667 +88%
GP
384
Girard Partners
Pennsylvania
$1.53M -$1.8M -36,708 -54%
LA
385
LVW Advisors
New York
$1.53M -$4.55K -93 -0.3%
SC
386
Seldon Capital
California
$1.52M – – –
RA
387
Rockingstone Advisors
Massachusetts
$1.5M -$40.9K -835 -3%
WF
388
Warner Financial
Maryland
$1.49M +$11.2K +229 +0.8%
SFA
389
Source Financial Advisors
New York
$1.48M +$17.7K +361 +1%
RIM
390
Redwood Investment Management
Arizona
$1.48M +$1.48M +30,223 New
RP
391
Riverwater Partners
Wisconsin
$1.47M – – –
WP
392
WealthPLAN Partners
Nebraska
$1.47M +$587K +12,006 +67%
NCM
393
Neumann Capital Management
California
$1.46M +$97.9K +2,000 +7%
CC
394
Courier Capital
New York
$1.45M +$511K +10,445 +55%
ACP
395
Aveo Capital Partners
Colorado
$1.45M +$63.8K +1,303 +5%
MIAS
396
Mason Investment Advisory Services
Virginia
$1.45M +$6.8K +139 +0.5%
BAG
397
Briggs Advisory Group
Rhode Island
$1.44M – – –
HIGP
398
Hill Investment Group Partners
Missouri
$1.43M -$160K -3,278 -10%
SFO
399
Stokes Family Office
Louisiana
$1.43M +$220K +4,495 +18%
AIM
400
Alhambra Investment Management
Florida
$1.41M -$56.8K -1,160 -4%
14 15
16
17 18