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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 %
RA
401
Rockingstone Advisors
Massachusetts
$1.28M +$1.28M +27,890 New
CF
402
Centaurus Financial
California
$1.25M -$1.11M -24,286 -47%
PPC
403
Park Place Capital
Alabama
$1.25M +$1.25M +27,217 New
FFA
404
Fragasso Financial Advisors
Pennsylvania
$1.25M -$106K -2,305 -8%
WF
405
Warner Financial
Maryland
$1.24M +$453K +9,867 +58%
NHC
406
Nicholas Hoffman & Company
Georgia
$1.22M -$437K -9,531 -26%
VCP
407
Verus Capital Partners
Arizona
$1.21M +$106K +2,301 +10%
OFG
408
OmniStar Financial Group
North Carolina
$1.19M -$18.4K -402 -2%
VPP
409
Vertex Planning Partners
Illinois
$1.18M +$1.18M +25,768 New
ICP
410
Interchange Capital Partners
Pennsylvania
$1.17M +$227K +4,958 +24%
CA
411
Continuum Advisory
Idaho
$1.15M +$20.5K +446 +2%
RWP
412
Revolve Wealth Partners
New Jersey
$1.12M +$176K +3,845 +19%
WA
413
Waverly Advisors
Alabama
$1.11M – – –
SC
414
SouthState Corp
Florida
$1.11M +$654K +14,244 +143%
MHB
415
Midwest Heritage Bank
Iowa
$1.11M -$136K -2,959 -11%
AA
416
Ancora Advisors
Ohio
$1.11M +$213K +4,648 +24%
AAS
417
Ameritas Advisory Services
Nebraska
$1.09M +$221K +4,827 +25%
AWM
418
Aspire Wealth Management
Massachusetts
$1.08M -$53.2K -1,159 -5%
TPWA
419
TRUE Private Wealth Advisors
Oregon
$1.07M +$56.8K +1,237 +6%
FT
420
Fiduciary Trust
Massachusetts
$1.06M -$210K -4,571 -16%
SWM
421
Soundmark Wealth Management
Washington
$1.05M -$24.3K -530 -2%
JJBC
422
James J. Burns & Company
New York
$1.05M -$127K -2,765 -11%
AFAS
423
Acorn Financial Advisory Services
Virginia
$1.05M -$62.4K -1,361 -6%
TPCW
424
TD Private Client Wealth
New York
$1.04M -$36.2K -790 -3%
SG
425
StoneX Group
New York
$1.03M -$120K -2,617 -10%
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