EFV icon

iShares MSCI EAFE Value ETF

806 hedge funds and large institutions have $13.2B invested in iShares MSCI EAFE Value ETF in 2023 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 311 increasing their positions, 319 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
806
Holders Change
+12
Holders Change %
+1.51%
% of All Funds
12.71%
Holding in Top 10
63
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-11.27%
% of All Funds
0.99%
New
70
Increased
311
Reduced
319
Closed
52
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
DC
526
Davenport & Co
Virginia
$468K +$19.8K +405 +4%
WFC
527
Western Financial Corp
California
$462K -$24.6K -502 -5%
DAS
528
Dynamic Advisor Solutions
Arizona
$461K -$51.1K -1,045 -10%
TFF
529
The Family Firm
Maryland
$460K -$46.3K -946 -9%
HWM
530
Hemington Wealth Management
Virginia
$459K
MOS
531
MGO One Seven
Ohio
$458K -$2.76M -56,328 -86%
VFA
532
Voya Financial Advisors
Connecticut
$451K -$116K -2,401 -21%
MWM
533
Mission Wealth Management
California
$448K +$42.5K +869 +10%
RF
534
RHS Financial
California
$444K -$3.67K -75 -0.8%
LSA
535
Lion Street Advisors
Texas
$444K +$134K +2,573 +43%
NB
536
Northwest Bancshares
Pennsylvania
$441K -$85.4K -1,745 -16%
AWM
537
Avior Wealth Management
Nebraska
$441K -$98.5K -2,012 -18%
GT
538
Glenview Trust
Kentucky
$435K +$196K +4,002 +82%
JSL
539
JT Stratford LLC
Georgia
$432K -$2.2K -45 -0.5%
KA
540
Kovack Advisors
Florida
$430K -$3.57K -73 -0.8%
QHA
541
Quarry Hill Advisors
Minnesota
$429K
MWM
542
Meridian Wealth Management
Kentucky
$429K +$5.58K +114 +1%
TC
543
Trilogy Capital
California
$428K +$73.5K +1,449 +21%
MPWT
544
MassMutual Private Wealth & Trust
Connecticut
$427K +$260K +5,310 +156%
MIA
545
MainStreet Investment Advisors
Illinois
$427K +$427K +8,716 New
TWP
546
Total Wealth Planning
Ohio
$418K -$14.9K -305 -3%
TA
547
Tiedemann Advisors
New York
$416K -$3.23K -66 -0.8%
RCAG
548
Rehmann Capital Advisory Group
Michigan
$415K -$734 -15 -0.2%
VC
549
Veracity Capital
Georgia
$410K -$35.4K -723 -8%
PIA
550
Perennial Investment Advisors
California
$409K -$11.8K -241 -3%