EFV icon

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.

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
1
Envestnet Asset Management
Illinois
$2.63B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$369M
3
LPL Financial
3
LPL Financial
California
$550M
4
AIA
4
Angeles Investment Advisors
California
$74.7M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$75.3M

Top Sellers

1
AWA
1
Arete Wealth Advisors
Illinois
$10.8B
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$755M
3
CCM
3
Causeway Capital Management
California
$0
4
Natixis Advisors
4
Natixis Advisors
Massachusetts
$23.8M
5
GIS
5
Grayhawk Investment Strategies
Alberta, Canada
$15.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
26
Northwestern Mutual Wealth Management
Wisconsin
$85.6M -$4.73M -103,086 -5%
AWM
27
AE Wealth Management
Kansas
$76.2M -$2.44M -53,077 -3%
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$75.3M +$56.8M +1,238,606 +307%
AIA
29
Angeles Investment Advisors
California
$74.7M +$71.6M +1,561,090 +2,295%
AA
30
Alesco Advisors
New York
$69.3M -$3.38M -73,763 -5%
MWM
31
Modera Wealth Management
New Jersey
$63.3M +$9.63M +209,869 +18%
AL
32
Aspiriant LLC
California
$62.8M -$17.5M -382,490 -22%
JC
33
JB Capital
Connecticut
$60.2M +$13M +283,776 +28%
RJA
34
Raymond James & Associates
Florida
$60.1M +$7.49M +163,209 +14%
TF
35
TIAA FSB
Florida
$56M +$42M +916,431 +301%
OIA
36
OneDigital Investment Advisors
Kansas
$53.6M +$45.6M +993,700 +567%
SC
37
Savant Capital
Illinois
$52.5M +$431K +9,473 +0.8%
AI
38
Accredited Investors
Minnesota
$52.4M +$5.95M +129,682 +13%
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$51.5M +$130K +2,828 +0.3%
EWM
40
Empirical Wealth Management
Washington
$51.1M +$5.2M +113,252 +11%
Allspring Global Investments
41
Allspring Global Investments
North Carolina
$49.2M +$6.41M +139,751 +15%
IWC
42
Integrated Wealth Concepts
Massachusetts
$46.6M +$6.71M +146,234 +17%
Truist Financial
43
Truist Financial
North Carolina
$45.5M +$6.9M +150,364 +18%
BSW
44
Buckingham Strategic Wealth
Missouri
$45.1M -$964K -21,008 -2%
KAS
45
Kestra Advisory Services
Texas
$43.9M +$9.26M +201,771 +27%
SP
46
Symmetry Partners
Connecticut
$41.4M +$5.98M +130,320 +17%
WP
47
WealthSource Partners
California
$39.6M +$2.25M +49,041 +6%
I
48
INVST
Indiana
$38.8M +$30.6M +617,087 +375%
HighTower Advisors
49
HighTower Advisors
Illinois
$38.2M +$6.98M +152,152 +22%
FSWA
50
Financial Synergies Wealth Advisors
Texas
$37.9M -$3.52M -76,823 -9%
1
2
3 4 5