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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 %
BHPW
526
Beverly Hills Private Wealth
California
$465K +$465K +10,145 New
LWAC
527
Laurel Wealth Advisors (California)
California
$464K +$43.3K +944 +10%
OPCM
528
Osborne Partners Capital Management
California
$461K – – –
MPW
529
MA Private Wealth
California
$461K -$133K -2,888 -22%
DAS
530
Dynamic Advisor Solutions
Arizona
$454K -$25K -544 -5%
QHA
531
Quarry Hill Advisors
Minnesota
$454K +$454K +9,885 New
VWA
532
Visionary Wealth Advisors
Illinois
$448K +$108K +2,352 +32%
MWM
533
Meridian Wealth Management
Kentucky
$444K +$26.7K +583 +6%
KIG
534
Kowal Investment Group
Wisconsin
$442K +$44.9K +978 +11%
DADC
535
D.A. Davidson & Co
Montana
$438K +$438K +9,554 New
HG
536
Harbor Group
New Hampshire
$438K -$3.3K -72 -0.7%
FTS
537
Fifth Third Securities
Ohio
$434K -$13.3K -290 -3%
HWM
538
Hemington Wealth Management
Virginia
$430K – – –
BCG
539
Breakwater Capital Group
New Jersey
$430K +$430K +9,370 New
PP
540
Prosperity Planning
Missouri
$428K – – –
National Bank of Canada
541
National Bank of Canada
Quebec, Canada
$427K +$19.5K +424 +5%
JSL
542
JT Stratford LLC
Georgia
$423K +$423K +9,225 New
WF
543
Wayfinding Financial
Washington
$417K -$48.7K -953 -10%
SB
544
Simmons Bank
Arkansas
$415K +$34.1K +743 +9%
WWM
545
Western Wealth Management
Colorado
$414K -$777K -16,930 -65%
OC
546
Oppenheimer & Co
New York
$413K -$33.5K -731 -8%
Lido Advisors
547
Lido Advisors
California
$409K +$409K +8,912 New
RB
548
Renasant Bank
Mississippi
$407K +$167K +3,633 +69%
TWP
549
Total Wealth Planning
Ohio
$406K +$40.5K +882 +11%
TA
550
TrueWealth Advisors
Alabama
$402K +$22.8K +497 +6%
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