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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.

New
Increased
Maintained
Reduced
Closed
Holders
825
Holders Change
+19
Holders Change %
+2.36%
% of All Funds
13.15%
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
Envestnet Asset Management
Illinois
+$466M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$200M
3
Osaic Holdings
Osaic Holdings
Arizona
+$175M
4
LPL Financial
LPL Financial
California
+$152M
5
BlackRock
BlackRock
New York
+$114M

Top Sellers

1
Jane Street
Jane Street
New York
-$414M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$39M
3
M&T Bank
M&T Bank
New York
-$33.5M
4
MIS
Morningstar Investment Services
Illinois
-$33.3M
5
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$27.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
GA
476
GFS Advisors
Texas
$797K +$100K +2,045 +14%
MHB
477
Midwest Heritage Bank
Iowa
$795K +$288K +5,892 +57%
IIC
478
Ironwood Investment Counsel
Arizona
$793K -$93.1K -4,910 -11%
OC
479
Oppenheimer & Co
New York
$788K +$8.61K +176 +1%
TPCW
480
TD Private Client Wealth
New York
$780K +$91.7K +1,875 +13%
CCWA
481
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$755K -$183K -3,740 -20%
LJAC
482
L.J. Altfest & Co
New York
$747K +$7.3K +149 +1%
SC
483
Sierra Capital
Florida
$746K – – –
BG
484
Benedetti & Gucer
Georgia
$745K +$69K +1,411 +10%
UCFA
485
United Capital Financial Advisors
Texas
$738K -$271K -5,541 -27%
AFA
486
American Financial Advisors
Georgia
$729K -$103K -2,096 -12%
BTWM
487
Baker Tilly Wealth Management
Wisconsin
$728K -$1.08M -22,114 -60%
FCFC
488
First Citizens Financial Corp
Iowa
$727K -$4.16K -85 -0.6%
VFO
489
Virtus Family Office
Texas
$716K +$21.6K +442 +3%
LNWWM
490
Laird Norton Wetherby Wealth Management
California
$713K +$713K +14,565 New
HPC
491
Hobart Private Capital
North Carolina
$712K +$220K +4,506 +45%
FHC
492
First Heartland Consultants
Missouri
$699K +$130K +2,654 +23%
LGG
493
Luts & Greenleigh Group
Maryland
$694K -$84K -1,716 -11%
ADL
494
Asset Dedication LLC
California
$694K +$10.3K +212 +2%
1IA
495
1834 Investment Advisors
Wisconsin
$684K – – –
GFA
496
Gallagher Fiduciary Advisors
Illinois
$663K +$40.1K +819 +6%
CAAS
497
Capital Asset Advisory Services
Michigan
$659K -$30.1K -612 -4%
FCAM
498
First Citizens Asset Management
North Carolina
$659K -$33.6K -687 -5%
DADC
499
D.A. Davidson & Co
Montana
$658K +$155K +3,161 +31%
AWM
500
Axxcess Wealth Management
California
$655K +$306K +6,245 +87%
18 19
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