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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 %
ADL
476
Asset Dedication LLC
California
$644K – – –
D
477
Dentgroup
Louisiana
$644K +$248K +5,410 +63%
1IA
478
1834 Investment Advisors
Wisconsin
$642K +$45.7K +997 +8%
SCFS
479
S.C. Financial Services
Arizona
$641K -$7.8K -170 -1%
SRC
480
Shufro Rose & Co
New York
$638K +$108K +2,355 +20%
FLPIM
481
F.L. Putnam Investment Management
Massachusetts
$619K – – –
LGG
482
Luts & Greenleigh Group
Maryland
$613K +$613K +13,353 New
RDFA
483
Ritter Daniher Financial Advisory
Ohio
$609K +$193K +4,208 +46%
SI
484
Stephens Inc
Arkansas
$605K – – –
Vontobel Holding
485
Vontobel Holding
Switzerland
$602K -$85.6K -1,868 -12%
FG
486
Foster Group
Iowa
$601K -$505K -11,014 -46%
RF
487
RHS Financial
California
$600K +$206K +4,495 +52%
CIBC Private Wealth Group
488
CIBC Private Wealth Group
Georgia
$589K +$353K +12,374 +149%
VFA
489
Voya Financial Advisors
Connecticut
$588K -$7.11K -154 -1%
AWM
490
Alterna Wealth Management
Texas
$586K +$44.7K +972 +8%
CW
491
CreativeOne Wealth
Kansas
$584K +$21.7K +473 +4%
BFA
492
Beacon Financial Advisory
Ohio
$576K +$16.9K +369 +3%
CCWA
493
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$575K +$575K +12,542 New
3LCM
494
3D/L Capital Management
Connecticut
$572K +$82.1K +1,790 +17%
VC
495
Veracity Capital
Georgia
$565K +$48.2K +1,051 +9%
LA
496
Latitude Advisors
Florida
$564K -$1.51K -33 -0.3%
NP
497
NorthRock Partners
Minnesota
$561K -$189K -4,109 -25%
IDA
498
Intelligence Driven Advisers
California
$559K -$24.9M -525,132 -98%
WFC
499
Western Financial Corp
California
$556K +$221K +4,826 +66%
VFA
500
Valeo Financial Advisors
Indiana
$549K +$120K +2,623 +28%
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