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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 %
MCCA
451
Mill Creek Capital Advisors
Pennsylvania
$863K +$863K +18,819 New
PFS
452
Prospera Financial Services
Texas
$862K -$60.6K -1,320 -7%
BWA
453
Beam Wealth Advisors
Louisiana
$857K +$857K +18,678 New
IWM
454
IHT Wealth Management
Illinois
$844K -$222K -4,844 -21%
CI
455
Conning Inc
Connecticut
$828K – – –
Neuberger Berman Group
456
Neuberger Berman Group
New York
$825K +$825K +17,991 New
PG
457
Patten Group
Tennessee
$821K +$546K +11,897 +198%
RJT
458
Raymond James Trust
Florida
$816K +$572K +12,457 +234%
KeyBank National Association
459
KeyBank National Association
Ohio
$799K +$5.18K +113 +0.7%
WCM
460
Wealthcare Capital Management
Virginia
$790K +$75.9K +1,655 +11%
MAM
461
MMA Asset Management
Pennsylvania
$787K +$93.8K +2,045 +14%
AFA
462
American Financial Advisors
Georgia
$767K +$1.15K +25 +0.1%
VFO
463
Virtus Family Office
Texas
$761K +$761K +16,587 New
PFG
464
Peterson Financial Group
Iowa
$758K -$16.7K -363 -2%
LJAC
465
L.J. Altfest & Co
New York
$749K +$6.75K +147 +0.9%
SFO
466
Stokes Family Office
Louisiana
$747K +$367K +8,001 +97%
MWP
467
MYCIO Wealth Partners
Pennsylvania
$739K +$739K +16,103 New
LA
468
LexAurum Advisors
Kansas
$719K +$15.1K +329 +2%
TLFA
469
True Link Financial Advisors
California
$712K +$24.9K +542 +4%
LNC
470
Lincoln National Corp
Pennsylvania
$710K -$86.9K -1,895 -11%
CAAS
471
Capital Asset Advisory Services
Michigan
$703K +$700K +15,262 +29,925%
GA
472
GFS Advisors
Texas
$696K -$1.38K -30 -0.2%
FHC
473
First Heartland Consultants
Missouri
$694K +$113K +2,466 +19%
PTC
474
Private Trust Company
Ohio
$694K -$141K -3,082 -17%
ACM
475
Absolute Capital Management
Pennsylvania
$685K +$157K +3,416 +30%
17 18
19
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