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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
$2.63B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$369M
3
LPL Financial
LPL Financial
California
$550M
4
AIA
Angeles Investment Advisors
California
$74.7M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$75.3M

Top Sellers

1
AWA
Arete Wealth Advisors
Illinois
$10.8B
2
Jones Financial Companies
Jones Financial Companies
Missouri
$755M
3
CCM
Causeway Capital Management
California
$0
4
Natixis Advisors
Natixis Advisors
Massachusetts
$23.8M
5
GIS
Grayhawk Investment Strategies
Alberta, Canada
$15.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
SA
576
SFI Advisors
New Jersey
$336K +$336K +7,330 New
OCM
577
One Capital Management
California
$335K +$335K +7,299 New
GIA
578
Goodwin Investment Advisory
Georgia
$335K -$5.39M -117,576 -94%
UB
579
UMB Bank
Missouri
$331K – – –
RTL
580
Red Tortoise LLC
Georgia
$327K +$327K +7,117 New
HSA
581
HBK Sorce Advisory
Pennsylvania
$322K +$322K +7,026 New
IAN
582
Integrated Advisors Network
Texas
$321K -$21.2K -463 -6%
MOS
583
MGO One Seven
Ohio
$314K +$314K +6,853 New
MCA
584
MSH Capital Advisors
Arizona
$313K +$313K +6,825 New
AF
585
Allworth Financial
California
$312K +$47.8K +1,041 +18%
FDCDDQ
586
Federation des caisses Desjardins du Quebec
Quebec, Canada
$310K -$55.1K -1,200 -15%
BHWM
587
Beaird Harris Wealth Management
Texas
$310K -$520K -11,323 -63%
PCIA
588
Prime Capital Investment Advisors
Kansas
$309K +$51.1K +1,114 +20%
DSA
589
Droms Strauss Advisors
Missouri
$308K +$308K +6,740 New
DWM
590
Dopkins Wealth Management
New York
$307K +$3.53K +77 +1%
SAMC
591
Spectrum Asset Management (California)
California
$305K +$28.4K +618 +10%
KWM
592
Kingsview Wealth Management
Oregon
$303K +$8.63K +188 +3%
JWCA
593
J.W. Cole Advisors
Florida
$302K +$39.4K +858 +15%
AWM
594
Axxcess Wealth Management
California
$300K +$300K +6,536 New
KDA
595
Kraft Davis & Associates
Missouri
$294K +$294K +6,002 New
HT
596
Headlands Technologies
Illinois
$290K +$290K +6,328 New
SFA
597
Sequoia Financial Advisors
Ohio
$289K +$780 +17 +0.3%
RFA
598
Resurgent Financial Advisors
Georgia
$287K -$12.4K -271 -4%
IFA
599
Index Fund Advisors
California
$287K +$14.2K +309 +5%
MA
600
MKT Advisors
California
$287K +$36.6K +763 +15%
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