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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 %
SFA
551
Seneca Financial Advisors
New York
$401K +$401K +8,750 New
RCM
552
RNC Capital Management
California
$400K -$12.6K -275 -3%
KA
553
Kovack Advisors
Florida
$397K -$49.9K -1,087 -11%
TA
554
Tiedemann Advisors
New York
$393K -$131K -2,862 -25%
SWP
555
Semus Wealth Partners
Florida
$390K +$390K +8,502 New
EAM
556
Evanson Asset Management
California
$386K +$1.88K +41 +0.5%
ACP
557
Aveo Capital Partners
Colorado
$383K -$3.4M -74,161 -90%
PGFC
558
Peapack-Gladstone Financial Corp
New Jersey
$381K +$381K +8,305 New
CFFP
559
Center for Financial Planning
Michigan
$373K – – –
MWM
560
Mission Wealth Management
California
$373K – – –
MAS
561
Madden Advisory Services
Florida
$370K – – –
DI
562
DFPG Investments
Utah
$368K +$368K +7,675 New
PWM
563
PBMares Wealth Management
Virginia
$365K -$11.9K -259 -3%
SPWG
564
Syntegra Private Wealth Group
Missouri
$365K +$365K +7,946 New
ATPW
565
Ashton Thomas Private Wealth
Arizona
$358K +$102K +2,213 +40%
PCA
566
Prosperity Capital Advisors
Ohio
$353K +$353K +7,703 New
TP
567
Tranquility Partners
Tennessee
$353K -$23.2K -506 -6%
GFS
568
GYL Financial Synergies
Connecticut
$351K – – –
DWA
569
Delap Wealth Advisory
Oregon
$351K +$351K +7,642 New
ACM
570
Arlington Capital Management
Illinois
$348K +$348K +7,586 New
PB
571
Pinnacle Bancorp
Nebraska
$347K -$31.4K -683 -8%
GJIA
572
Glass Jacobson Investment Advisors
Maryland
$347K +$347K +7,562 New
PCH
573
PGIM Custom Harvest
New Jersey
$345K +$345K +7,530 New
CA
574
Claris Advisors
Missouri
$344K +$344K +7,500 New
GCA
575
Greenwood Capital Associates
South Carolina
$342K -$3.99K -87 -1%
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