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iShares MSCI EAFE Value ETF
EFV

Overview Fund Activity

806 hedge funds and large institutions have $13.2B invested in iShares MSCI EAFE Value ETF in 2023 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 311 increasing their positions, 319 reducing their positions, and 52 closing their positions.

Holders
806
Holders Change
+12
Holders Change %
+1.51%
% of All Funds
12.71%
Holding in Top 10
63
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-11.27%
% of All Funds
0.99%
New
70
Increased
311
Reduced
319
Closed
52
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$2.26B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$345M
3
Barrow, Hanley, Mewhinney & Strauss
3
Barrow, Hanley, Mewhinney & Strauss
Texas
$27.3M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$39M
5
US Bancorp
5
US Bancorp
Minnesota
$489M

Top Sellers

1
BL
1
Balentine LLC
Georgia
$1.48M
2
Jane Street
2
Jane Street
New York
$419M
3
Baird Financial Group
3
Baird Financial Group
Wisconsin
$13.1M
4
Morgan Stanley
4
Morgan Stanley
New York
$457M
5
MIS
5
Morningstar Investment Services
Illinois
$75.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
26
AE Wealth Management
Kansas
$70.6M -$4.38M -89,517 -6%
AA
27
Alesco Advisors
New York
$70.4M -$1.5M -30,619 -2%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$68.3M +$7.12M +145,515 +12%
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$63.7M -$766K -15,662 -1%
EWM
30
Empirical Wealth Management
Washington
$63.3M +$4.3M +87,904 +7%
AL
31
Aspiriant LLC
California
$62.7M -$604K -12,347 -1%
Northwestern Mutual Wealth Management
32
Northwestern Mutual Wealth Management
Wisconsin
$58.8M +$697K +14,246 +1%
RJA
33
Raymond James & Associates
Florida
$58.8M -$2.13M -43,567 -4%
SC
34
Savant Capital
Illinois
$58.5M +$2.81M +57,491 +5%
Allspring Global Investments
35
Allspring Global Investments
North Carolina
$57.5M +$267K +5,456 +0.5%
TF
36
TIAA FSB
Florida
$57.2M -$7.09M -144,836 -11%
OIA
37
OneDigital Investment Advisors
Kansas
$55.2M +$68.8K +1,406 +0.1%
IWC
38
Integrated Wealth Concepts
Massachusetts
$51.4M +$2.57M +52,594 +5%
RIG
39
RiverFront Investment Group
Virginia
$50.5M +$2.11M +43,103 +4%
MMA
40
Miracle Mile Advisors
California
$49.8M +$8.78M +179,379 +21%
BPA
41
Beacon Pointe Advisors
California
$49.3M +$9.81M +200,534 +25%
JC
42
JB Capital
Connecticut
$49M +$2.94M +60,009 +6%
SP
43
Symmetry Partners
Connecticut
$48.9M +$1.44M +29,470 +3%
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$48.1M -$15.5M -317,413 -24%
BSW
45
Buckingham Strategic Wealth
Missouri
$46.8M -$1.4M -28,635 -3%
NA
46
NewEdge Advisors
Louisiana
$40.6M +$3.48M +71,052 +9%
Truist Financial
47
Truist Financial
North Carolina
$40.2M +$864K +17,646 +2%
FSWA
48
Financial Synergies Wealth Advisors
Texas
$39.5M +$192K +3,924 +0.5%
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
$39M +$23.8M +486,564 +157%
Thrivent Financial for Lutherans
50
Thrivent Financial for Lutherans
Minnesota
$38.9M +$599K +12,365 +2%
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