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iShares MSCI EAFE Value ETF
EFV

Overview Fund Activity

794 hedge funds and large institutions have $13.4B invested in iShares MSCI EAFE Value ETF in 2023 Q1 according to their latest regulatory filings, with 84 funds opening new positions, 216 increasing their positions, 376 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
794
Holders Change
-3
Holders Change %
-0.38%
% of All Funds
12.71%
Holding in Top 10
71
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-17.44%
% of All Funds
1.14%
New
84
Increased
216
Reduced
376
Closed
70
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
+$543M
2
BL
Balentine LLC
Georgia
+$144M
3
Ameriprise
Ameriprise
Minnesota
+$137M
4
US Bancorp
US Bancorp
Minnesota
+$52.2M
5
MMA
Miracle Mile Advisors
California
+$40.6M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$603M
2
BlackRock
BlackRock
New York
-$170M
3
LPL Financial
LPL Financial
California
-$104M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$87.6M
5
Bank of America
Bank of America
North Carolina
-$79.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIC
501
Samalin Investment Counsel
New York
$545K +$50.6K +1,042 +10%
SWA
502
SOA Wealth Advisors
New York
$544K -$1.94K -40 -0.4%
LL
503
LWMG LLC
Minnesota
$542K -$5.29K -109 -1%
VWA
504
Visionary Wealth Advisors
Illinois
$542K +$68.4K +1,409 +14%
TWM
505
Tanglewood Wealth Management
Texas
$536K -$5.98M -123,134 -92%
AWM
506
Avior Wealth Management
Nebraska
$535K +$15.9K +327 +3%
BFA
507
Beacon Financial Advisory
Ohio
$532K -$77.4K -1,594 -13%
FHC
508
First Heartland Consultants
Missouri
$531K -$203K -4,182 -28%
HCA
509
Harbour Capital Advisors
Virginia
$526K -$2.23K -46 -0.4%
NB
510
Northwest Bancshares
Pennsylvania
$522K +$5.68K +117 +1%
HS
511
Horan Securities
United States
$512K +$395K +8,135 +336%
DAS
512
Dynamic Advisor Solutions
Arizona
$508K +$28.2K +581 +6%
HPC
513
Hobart Private Capital
North Carolina
$506K -$7.78M -160,222 -94%
ESB
514
Essex Savings Bank
Connecticut
$504K -$16.6K -343 -3%
TFF
515
The Family Firm
Maryland
$502K – – –
TF
516
TimeScale Financial
Massachusetts
$499K +$499K +10,290 New
HT
517
Headlands Technologies
Illinois
$498K +$190K +3,924 +62%
OPCM
518
Osborne Partners Capital Management
California
$488K – – –
EAM
519
Evanson Asset Management
California
$487K +$78.5K +1,618 +19%
HHRDM
520
H&H Retirement Design & Management
Nevada
$486K -$3.49M -69,728 -88%
MPW
521
MA Private Wealth
California
$484K -$3.83K -79 -0.8%
WFC
522
Western Financial Corp
California
$483K -$106K -2,176 -18%
HG
523
Harbor Group
New Hampshire
$476K +$12.8K +263 +3%
AIA
524
Angeles Investment Advisors
California
$461K -$78.6M -1,619,625 -99%
PFA
525
Pinnacle Family Advisors
Missouri
$460K -$35.3K -727 -7%
19 20
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