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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 %
BG
501
Benedetti & Gucer
Georgia
$547K +$547K +11,926 New
GSC
502
G&S Capital
Colorado
$547K +$547K +11,915 New
FCA
503
FinTrust Capital Advisors
South Carolina
$546K -$191K -4,166 -26%
RCAG
504
Rehmann Capital Advisory Group
Michigan
$544K -$132K -2,876 -20%
Betterment LLC
505
Betterment LLC
New York
$539K +$200K +4,349 +59%
FCFC
506
First Citizens Financial Corp
Iowa
$530K +$21.8K +474 +4%
EWA
507
EP Wealth Advisors
California
$526K -$721K -15,715 -58%
GIA
508
Gladstone Institutional Advisory
Florida
$526K -$362K -7,882 -41%
LL
509
LWMG LLC
Minnesota
$518K +$518K +11,287 New
SWA
510
SOA Wealth Advisors
New York
$516K -$87.2K -1,900 -14%
WI
511
WrapManager Inc
California
$504K +$19K +413 +4%
F
512
F3Logic
Minnesota
$504K +$101K +2,204 +25%
GBS
513
Gallagher Benefit Services
Illinois
$504K +$504K +10,976 New
HCA
514
Harbour Capital Advisors
Virginia
$503K -$12.7K -275 -2%
SSW
515
Stone Summit Wealth
Florida
$499K +$66.1K +1,440 +15%
ESB
516
Essex Savings Bank
Connecticut
$493K +$97.5K +2,126 +25%
AWM
517
Avior Wealth Management
Nebraska
$491K -$64.5K -1,405 -12%
NB
518
Northwest Bancshares
Pennsylvania
$489K -$14.2K -310 -3%
IGWM
519
ICA Group Wealth Management
Colorado
$487K +$16.6K +362 +4%
OLVIG
520
Oliver Lagore Vanvalin Investment Group
Michigan
$486K -$183K -3,978 -27%
PIA
521
Perennial Investment Advisors
California
$482K +$62.8K +1,368 +15%
TFF
522
The Family Firm
Maryland
$475K -$11.1K -241 -2%
DC
523
Davenport & Co
Virginia
$471K +$31K +675 +7%
PFA
524
Pinnacle Family Advisors
Missouri
$468K +$23.4K +510 +5%
SIC
525
Samalin Investment Counsel
New York
$467K -$87.5K -1,906 -16%
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