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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 %
PIA
526
Perennial Investment Advisors
California
$533K +$125K +2,548 +31%
DSA
527
Droms Strauss Advisors
Missouri
$519K -$3.96K -81 -0.8%
VC
528
Veracity Capital
Georgia
$506K +$96.3K +1,968 +23%
HG
529
Harbor Group
New Hampshire
$499K +$979 +20 +0.2%
PFA
530
Pinnacle Family Advisors
Missouri
$494K +$91K +1,860 +23%
OPCM
531
Osborne Partners Capital Management
California
$492K -$98 -2 -0%
EAM
532
Evanson Asset Management
California
$491K – – –
OSAM
533
O'Shaughnessy Asset Management
Connecticut
$489K +$89.4K +1,828 +22%
CTWM
534
Cherry Tree Wealth Management
Minnesota
$488K – – –
ACA
535
Aptus Capital Advisors
Alabama
$486K +$451K +9,226 +1,314%
LSA
536
Lion Street Advisors
Texas
$483K +$64.9K +1,326 +16%
GC
537
Gilbert & Cook
Iowa
$482K -$363K -7,409 -43%
DAS
538
Dynamic Advisor Solutions
Arizona
$478K +$16.7K +342 +4%
HWM
539
Hemington Wealth Management
Virginia
$474K +$15.6K +319 +3%
LFAS
540
Level Four Advisory Services
Texas
$474K +$176K +3,598 +59%
CAAM
541
Cornerstone Advisors Asset Management
Pennsylvania
$472K +$472K +9,640 New
SIC
542
Samalin Investment Counsel
New York
$469K -$101K -2,065 -18%
TWM
543
Tanglewood Wealth Management
Texas
$466K -$17.7K -361 -4%
WWM
544
Western Wealth Management
Colorado
$465K +$96.8K +1,979 +26%
BAM
545
BOS Asset Management
Illinois
$463K +$463K +9,458 New
MIA
546
MainStreet Investment Advisors
Illinois
$462K +$36K +735 +8%
TA
547
TrueWealth Advisors
Alabama
$459K +$132K +2,704 +41%
MOS
548
MGO One Seven
Ohio
$458K +$440 +9 +0.1%
DWA
549
Delap Wealth Advisory
Oregon
$458K -$15.2K -310 -3%
MWM
550
Mission Wealth Management
California
$456K +$8.47K +173 +2%
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