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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 %
ACA
401
Ascension Capital Advisors
Texas
$1.41M – – –
VCP
402
Verus Capital Partners
Arizona
$1.41M +$309K +6,311 +28%
T
403
TRUADVICE
Florida
$1.38M -$1.27M -26,364 -48%
HSBC Holdings
404
HSBC Holdings
United Kingdom
$1.37M -$60.7K -1,241 -4%
WANY
405
Wealthspire Advisors (New York)
New York
$1.35M -$52.2K -1,066 -4%
CFD
406
Creative Financial Designs
Indiana
$1.35M +$14K +286 +1%
RWP
407
Revolve Wealth Partners
New Jersey
$1.33M +$98 +2 +0%
AWA
408
Arete Wealth Advisors
Illinois
$1.32M -$10.3M -210,611 -89%
PFGIA
409
Patriot Financial Group Insurance Agency
Massachusetts
$1.31M -$144K -2,935 -10%
RCM
410
Raleigh Capital Management
North Carolina
$1.31M +$80.6K +1,647 +7%
SFG
411
Sage Financial Group
Pennsylvania
$1.29M – – –
NHC
412
Nicholas Hoffman & Company
Georgia
$1.29M -$6.41K -131 -0.5%
FCFC
413
First Commonwealth Financial Corp
Pennsylvania
$1.27M -$223K -4,553 -15%
HIM
414
Hanlon Investment Management
New Jersey
$1.25M +$386K +7,895 +45%
WS
415
Wedbush Securities
California
$1.24M -$27.4K -560 -2%
FFA
416
Fragasso Financial Advisors
Pennsylvania
$1.23M -$51.2K -1,047 -4%
AWM
417
Aspire Wealth Management
Massachusetts
$1.22M +$364K +7,435 +42%
PFP
418
Pinnacle Financial Partners
Tennessee
$1.22M -$3.76M -76,877 -75%
BMCM
419
Bryn Mawr Capital Management
Pennsylvania
$1.21M -$16.8K -343 -1%
D
420
Dentgroup
Louisiana
$1.2M +$363K +7,424 +43%
PG
421
Patten Group
Tennessee
$1.2M +$153K +3,125 +15%
CAM
422
Campion Asset Management
Virginia
$1.19M +$52.4K +1,070 +5%
SC
423
SouthState Corp
Florida
$1.17M -$4.4K -90 -0.4%
LIA
424
LifePlan Investment Advisors
North Carolina
$1.17M +$630K +12,869 +117%
PI
425
PineBridge Investments
New York
$1.16M -$120K -2,457 -9%
15 16
17
18 19