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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 %
PP
551
Prosperity Planning
Missouri
$455K +$56.8K +1,161 +14%
MPWT
552
MassMutual Private Wealth & Trust
Connecticut
$450K +$24K +490 +6%
FCA
553
FinTrust Capital Advisors
South Carolina
$447K -$135K -2,757 -23%
TP
554
Tranquility Partners
Tennessee
$445K +$68.6K +1,402 +18%
TFF
555
The Family Firm
Maryland
$445K -$15.1K -308 -3%
HHRDM
556
H&H Retirement Design & Management
Nevada
$444K -$25.1K -518 -5%
ATPW
557
Ashton Thomas Private Wealth
Arizona
$443K +$49.6K +1,013 +13%
SPWG
558
Syntegra Private Wealth Group
Missouri
$442K +$103K +2,102 +30%
HCA
559
Harbour Capital Advisors
Virginia
$439K -$28.1K -575 -6%
HKIMG
560
Hutchens & Kramer Investment Management Group
Indiana
$437K +$172K +3,566 +65%
CPP
561
Capasso Planning Partners
South Carolina
$433K +$47.2K +964 +12%
WI
562
WrapManager Inc
California
$430K -$103K -2,097 -19%
QHA
563
Quarry Hill Advisors
Minnesota
$429K – – –
FAIM
564
Financial Advocates Investment Management
Washington
$427K -$2.01M -27,708 -82%
ESB
565
Essex Savings Bank
Connecticut
$424K +$40.7K +831 +11%
AWA
566
Arkadios Wealth Advisors
Georgia
$422K +$155K +3,172 +58%
TA
567
Tiedemann Advisors
New York
$420K +$3.23K +66 +0.8%
KA
568
Kovack Advisors
Florida
$419K -$10.9K -222 -3%
WPC
569
Wedmont Private Capital
Pennsylvania
$418K +$207K +4,284 +98%
TC
570
Trilogy Capital
California
$417K +$4.11K +84 +1%
MAS
571
Madden Advisory Services
Florida
$409K +$14.9K +305 +4%
RCAG
572
Rehmann Capital Advisory Group
Michigan
$405K -$10.1K -207 -2%
NRC
573
New Republic Capital
North Carolina
$404K +$109K +2,232 +37%
SAS
574
Stelac Advisory Services
New York
$403K – – –
AWM
575
Avaii Wealth Management
Wisconsin
$402K +$2.01K +41 +0.5%
21 22
23
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