EFV icon

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 %
SI
501
Stephens Inc
Arkansas
$654K – – –
RDFA
502
Ritter Daniher Financial Advisory
Ohio
$649K – – –
Vontobel Holding
503
Vontobel Holding
Switzerland
$643K – – –
RF
504
RHS Financial
California
$637K +$193K +3,947 +43%
WFC
505
Western Financial Corp
California
$619K +$157K +3,202 +34%
FG
506
Foster Group
Iowa
$616K -$168K -3,443 -21%
IWM
507
IHT Wealth Management
Illinois
$610K -$213K -4,351 -26%
WMS
508
Wealth Management Solutions
Pennsylvania
$609K -$930 -19 -0.2%
RFA
509
Resurgent Financial Advisors
Georgia
$604K +$288K +5,876 +91%
PFG
510
Peterson Financial Group
Iowa
$599K +$2.3K +47 +0.4%
JSL
511
JT Stratford LLC
Georgia
$598K +$166K +3,384 +38%
TLFA
512
True Link Financial Advisors
California
$596K +$7.24K +148 +1%
LA
513
Latitude Advisors
Florida
$593K +$30.9K +632 +5%
CA
514
Continuum Advisory
Idaho
$591K -$136K -2,774 -19%
SC
515
Sepio Capital
Utah
$589K +$589K +12,038 New
FFA
516
First Foundation Advisors
California
$587K +$61.8K +1,264 +12%
DC
517
Davenport & Co
Virginia
$582K +$114K +2,334 +24%
Lido Advisors
518
Lido Advisors
California
$573K +$9.05K +185 +2%
2L
519
25 LLC
Missouri
$569K +$538 +11 +0.1%
VFA
520
Valeo Financial Advisors
Indiana
$567K +$4.89K +100 +0.9%
CWM
521
Cornerstone Wealth Management
Missouri
$551K – – –
CIBC Private Wealth Group
522
CIBC Private Wealth Group
Georgia
$547K +$268K +5,487 +96%
LWM
523
Lodestone Wealth Management
Washington
$541K -$288K -5,895 -35%
SWP
524
Semus Wealth Partners
Florida
$538K +$165K +3,367 +44%
CAM
525
Cresset Asset Management
Illinois
$538K +$4.6K +94 +0.9%
19 20
21
22 23