EFV icon

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 %
HWM
526
Hemington Wealth Management
Virginia
$455K – – –
SB
527
Simmons Bank
Arkansas
$447K +$8.35K +172 +2%
RF
528
RHS Financial
California
$444K -$190K -3,922 -30%
DC
529
Davenport & Co
Virginia
$444K -$54.3K -1,119 -11%
VC
530
Veracity Capital
Georgia
$442K -$156K -3,213 -26%
National Bank of Canada
531
National Bank of Canada
Quebec, Canada
$437K -$26K -523 -6%
OC
532
Oppenheimer & Co
New York
$437K – – –
JSL
533
JT Stratford LLC
Georgia
$431K -$16.7K -344 -4%
Lido Advisors
534
Lido Advisors
California
$430K -$2.04K -42 -0.5%
KA
535
Kovack Advisors
Florida
$430K +$10.6K +218 +3%
TWP
536
Total Wealth Planning
Ohio
$430K – – –
OLVIG
537
Oliver Lagore Vanvalin Investment Group
Michigan
$429K -$85.5K -1,761 -17%
QHA
538
Quarry Hill Advisors
Minnesota
$426K -$54K -1,112 -11%
MWM
539
Meridian Wealth Management
Kentucky
$420K -$50K -1,031 -11%
PIA
540
Perennial Investment Advisors
California
$417K -$92.9K -1,914 -18%
TA
541
Tiedemann Advisors
New York
$416K – – –
RCAG
542
Rehmann Capital Advisory Group
Michigan
$413K -$163K -3,356 -28%
TA
543
TKG Advisors
Indiana
$404K +$404K +8,321 New
HSA
544
HBK Sorce Advisory
Pennsylvania
$404K +$62.7K +1,292 +18%
MWM
545
Mission Wealth Management
California
$402K +$7.47K +154 +2%
CFFP
546
Center for Financial Planning
Michigan
$395K – – –
MAS
547
Madden Advisory Services
Florida
$391K – – –
PP
548
Prosperity Planning
Missouri
$389K -$40.3K -831 -9%
PWM
549
PBMares Wealth Management
Virginia
$387K +$49 +1 +0%
CRC
550
Curi RMB Capital
Illinois
$377K +$377K +7,776 New
20 21
22
23 24