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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.

Holders
825
Holders Change
+19
Holders Change %
+2.36%
% of All Funds
13.16%
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
1
Envestnet Asset Management
Illinois
$2.73B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$545M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$379M
4
LPL Financial
4
LPL Financial
California
$631M
5
BlackRock
5
BlackRock
New York
$403M

Top Sellers

1
Jane Street
1
Jane Street
New York
$4.31M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
M&T Bank
3
M&T Bank
New York
$150M
4
MIS
4
Morningstar Investment Services
Illinois
$43M
5
Barrow, Hanley, Mewhinney & Strauss
5
Barrow, Hanley, Mewhinney & Strauss
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$83.1M +$14.8M +302,922 +22%
MWM
27
Modera Wealth Management
New Jersey
$82.8M +$8.26M +168,756 +11%
JC
28
JB Capital
Connecticut
$74.9M +$25.9M +529,504 +53%
AWM
29
AE Wealth Management
Kansas
$73.3M +$2.7M +55,133 +4%
EWM
30
Empirical Wealth Management
Washington
$67.1M +$3.85M +78,604 +6%
AA
31
Alesco Advisors
New York
$66.2M -$4.16M -85,121 -6%
TIAA Trust, National Association
32
TIAA Trust, National Association
North Carolina
$64.7M +$64.7M +1,322,227 New
BPA
33
Beacon Pointe Advisors
California
$61.5M +$12.2M +249,910 +25%
AL
34
Aspiriant LLC
California
$60.2M -$2.46M -50,332 -4%
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$59.2M +$420K +8,582 +0.7%
SC
36
Savant Capital
Illinois
$57.9M -$514K -10,507 -0.9%
NA
37
NewEdge Advisors
Louisiana
$56.4M +$15.7M +321,584 +39%
PFO
38
Pathstone Family Office
New Jersey
$53.2M +$24.3M +496,418 +84%
MMA
39
Miracle Mile Advisors
California
$51.7M +$1.95M +39,954 +4%
RIG
40
RiverFront Investment Group
Virginia
$51.5M +$1.02M +20,844 +2%
FIA
41
Foundations Investment Advisors
Arizona
$51.4M +$17.5M +358,195 +52%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$50.8M +$2.69M +54,895 +6%
SP
43
Symmetry Partners
Connecticut
$50.3M +$1.42M +29,043 +3%
RJA
44
Raymond James & Associates
Florida
$48.8M -$9.94M -203,197 -17%
Allspring Global Investments
45
Allspring Global Investments
North Carolina
$48.4M -$9.05M -184,868 -16%
CAN
46
Cetera Advisor Networks
California
$47.4M +$15.3M +312,563 +48%
BSW
47
Buckingham Strategic Wealth
Missouri
$46.9M +$204K +4,177 +0.4%
Stifel Financial
48
Stifel Financial
Missouri
$46.5M +$17.8M +364,151 +62%
Truist Financial
49
Truist Financial
North Carolina
$46.3M +$6.04M +123,534 +15%
Natixis Advisors
50
Natixis Advisors
Massachusetts
$45.3M +$20.8M +424,135 +85%
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