EFV icon

iShares MSCI EAFE Value ETF

794 hedge funds and large institutions have $13.4B invested in iShares MSCI EAFE Value ETF in 2023 Q1 according to their latest regulatory filings, with 84 funds opening new positions, 216 increasing their positions, 376 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
794
Holders Change
-3
Holders Change %
-0.38%
% of All Funds
12.71%
Holding in Top 10
71
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-17.44%
% of All Funds
1.14%
New
84
Increased
216
Reduced
376
Closed
70
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Tudor Investment Corp
576
Tudor Investment Corp
Connecticut
$329K +$329K +6,788 New
KIG
577
Kowal Investment Group
Wisconsin
$326K -$141K -2,907 -30%
SWP
578
Semus Wealth Partners
Florida
$325K -$87.4K -1,800 -21%
DWM
579
Dopkins Wealth Management
New York
$324K -$534 -11 -0.2%
BHWM
580
Beaird Harris Wealth Management
Texas
$320K -$8.2K -169 -2%
TSS
581
Two Sigma Securities
New York
$320K +$320K +6,587 New
RFC
582
Regions Financial Corp
Alabama
$319K +$319K +6,572 New
B
583
Bridgeworth
Alabama
$318K +$43K +887 +16%
API
584
Advisor Partners II
California
$313K +$36.3K +748 +13%
FCI
585
Financial Counselors Inc
Kansas
$312K +$53.1K +1,093 +21%
FDCDDQ
586
Federation des caisses Desjardins du Quebec
Quebec, Canada
$310K -$17.7K -365 -5%
FP
587
Financial Perspectives
Minnesota
$308K +$28.9K +596 +10%
JWCA
588
J.W. Cole Advisors
Florida
$307K -$13.2K -273 -4%
TA
589
TrueWealth Advisors
Alabama
$304K -$121K -2,496 -28%
GSEP
590
Golden State Equity Partners
California
$304K +$304K +6,270 New
SMA
591
Sage Mountain Advisors
Georgia
$301K
AWM
592
Axxcess Wealth Management
California
$300K -$16.8K -347 -5%
LFA
593
Lauterbach Financial Advisors
Texas
$297K
SS
594
Sunbelt Securities
Texas
$297K
DCM
595
Disciplina Capital Management
Tennessee
$295K +$4.32K +89 +1%
KTM
596
Keeler Thomas Management
Utah
$295K +$295K +6,080 New
SBIA
597
Sheaff Brock Investment Advisors
Indiana
$295K +$295K +6,076 New
PCIG
598
Partners Capital Investment Group
Massachusetts
$294K
BWM
599
BCS Wealth Management
Tennessee
$291K +$35.2K +724 +14%
LSA
600
Lion Street Advisors
Texas
$290K +$290K +5,971 New