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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 %
AWM
426
Angeles Wealth Management
California
$1.03M -$36.5K -795 -3%
CTC
427
Central Trust Company
Missouri
$1.03M -$200K -4,367 -16%
HIM
428
Hanlon Investment Management
New Jersey
$1.03M +$121K +2,636 +13%
APC
429
Aspire Private Capital
North Carolina
$1.02M -$194K -4,237 -16%
KPWS
430
Kestra Private Wealth Services
Texas
$1.01M +$1.01M +22,040 New
BMCM
431
Bryn Mawr Capital Management
Pennsylvania
$1.01M -$404K -8,806 -29%
FWP
432
Falcon Wealth Planning
California
$1.01M +$519K +11,312 +106%
LOAMS
433
Lombard Odier Asset Management (Switzerland)
Switzerland
$1M -$33.9M -737,900 -97%
NCM
434
NCM Capital Management
New Jersey
$997K -$239K -5,218 -19%
KFP
435
KMG Fiduciary Partners
Ohio
$990K +$990K +21,577 New
LCM
436
Leisure Capital Management
California
$985K +$985K +21,475 New
SP
437
Successful Portfolios
Florida
$972K +$40.3K +879 +4%
MHR
438
Matthew Hamilton Rosenberg
$969K -$37.4K -815 -4%
CAM
439
Campion Asset Management
Virginia
$966K -$89.2K -1,945 -8%
TWP
440
Tempus Wealth Planning
California
$964K +$26K +567 +3%
NL
441
Navalign LLC
California
$963K +$644K +14,047 +202%
TFA
442
Tobias Financial Advisors
Florida
$958K -$260K -5,658 -21%
MW
443
Marcum Wealth
Ohio
$931K +$315K +6,869 +51%
SPI
444
Sutton Place Investors
New York
$906K +$33.4K +728 +4%
WTC
445
WhitTier Trust Company
Nevada
$897K +$464K +10,109 +107%
CA
446
Clearstead Advisors
Ohio
$893K -$171K -3,724 -16%
NRI
447
NFP Retirement Inc
California
$884K +$307K +6,685 +53%
CCB
448
Country Club Bank
Missouri
$883K -$2.98K -65 -0.3%
MBT
449
Montecito Bank & Trust
California
$882K +$882K +19,222 New
HWMA
450
Heritage Wealth Management (Arizona)
Arizona
$875K +$464K +10,116 +113%
16 17
18
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