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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 %
AFG
626
Allegheny Financial Group
Pennsylvania
$261K +$22.2K +484 +9%
B
627
Bridgeworth
Alabama
$260K +$21.8K +476 +9%
AWA
628
Aaron Wealth Advisors
Illinois
$259K +$259K +5,644 New
AFP
629
Ausdal Financial Partners
Iowa
$255K -$3.76K -82 -1%
WBG
630
Wharton Business Group
Pennsylvania
$252K +$252K +5,495 New
WSTAM
631
Wilbanks Smith & Thomas Asset Management
Virginia
$252K -$16.5K -360 -6%
MWM
632
Marion Wealth Management
Pennsylvania
$249K -$123K -2,684 -33%
MIM
633
Marco Investment Management
Georgia
$249K – – –
CFS
634
CRA Financial Services
New Jersey
$247K -$2.52K -55 -1%
Fisher Asset Management
635
Fisher Asset Management
Washington
$245K +$245K +5,339 New
SAM
636
Strategy Asset Managers
California
$244K -$20.7K -450 -8%
FCI
637
Financial Counselors Inc
Kansas
$244K +$244K +5,326 New
SWA
638
Strategies Wealth Advisors
Michigan
$244K +$244K +5,317 New
BWM
639
BCS Wealth Management
Tennessee
$242K – – –
CS
640
Capital Square
Tennessee
$239K – – –
TH
641
Team Hewins
California
$236K +$236K +5,147 New
CWP
642
Core Wealth Partners
California
$235K +$235K +2,925 New
HTC
643
Haverford Trust Company
Pennsylvania
$234K +$234K +5,110 New
RWM
644
Rockwood Wealth Management
Pennsylvania
$231K +$231K +5,035 New
MFT
645
Moisand Fitzgerald Tamayo
Florida
$231K +$48.6K +1,060 +27%
PA
646
Parallel Advisors
California
$229K -$72.9K -1,589 -24%
MSA
647
Marino Stram & Associates
Massachusetts
$227K -$95.2K -2,074 -30%
AWA
648
Arkadios Wealth Advisors
Georgia
$225K +$225K +4,893 New
LFA
649
LGT Financial Advisors
Texas
$224K +$224K +4,875 New
RFN
650
RDA Financial Network
Iowa
$215K +$215K +4,676 New
24 25
26
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