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iShares MSCI EAFE Value ETF
EFV

Overview Fund Activity

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
–

Top Buyers

1
Jane Street
Jane Street
New York
+$543M
2
BL
Balentine LLC
Georgia
+$144M
3
Ameriprise
Ameriprise
Minnesota
+$137M
4
US Bancorp
US Bancorp
Minnesota
+$52.2M
5
MMA
Miracle Mile Advisors
California
+$40.6M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$603M
2
BlackRock
BlackRock
New York
-$170M
3
LPL Financial
LPL Financial
California
-$104M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$87.6M
5
Bank of America
Bank of America
North Carolina
-$79.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fisher Asset Management
626
Fisher Asset Management
Washington
$261K +$1.5K +31 +0.6%
SWA
627
Strategies Wealth Advisors
Michigan
$258K – – –
MA
628
MKT Advisors
California
$257K -$35K -718 -12%
PCIA
629
Prime Capital Investment Advisors
Kansas
$256K -$71.1K -1,465 -22%
PCM
630
Prelude Capital Management
New York
$254K +$254K +5,240 New
MSA
631
Marino Stram & Associates
Massachusetts
$253K +$12.7K +262 +5%
WA
632
WBH Advisory
Maryland
$253K +$253K +5,212 New
SAM
633
Strategy Asset Managers
California
$253K -$4.85K -100 -2%
XF
634
XML Financial
Maryland
$251K +$251K +5,175 New
TH
635
Team Hewins
California
$250K – – –
Qube Research & Technologies (QRT)
636
Qube Research & Technologies (QRT)
United Kingdom
$249K -$1.54M -31,707 -86%
MG
637
Mather Group
Illinois
$248K +$248K +5,107 New
HA
638
Herold Advisors
New York
$246K +$246K +5,059 New
AFP
639
Ausdal Financial Partners
Iowa
$245K -$24.7K -509 -9%
FMII
640
Farmers & Merchants Investments Inc
Nebraska
$242K +$29.5K +607 +14%
Betterment LLC
641
Betterment LLC
New York
$237K -$333K -6,857 -58%
GT
642
Glenview Trust
Kentucky
$237K +$237K +4,882 New
ES
643
Eagle Strategies
New York
$237K +$237K +4,873 New
WSTAM
644
Wilbanks Smith & Thomas Asset Management
Virginia
$235K -$31.3K -645 -12%
WPW
645
Waldron Private Wealth
Pennsylvania
$235K +$235K +4,834 New
BRA
646
Biechele Royce Advisors
Indiana
$225K +$225K +4,654 New
RWM
647
Rockwood Wealth Management
Pennsylvania
$223K -$21K -432 -9%
LWAM
648
Legacy Wealth Asset Management
Minnesota
$223K – – –
PA
649
Parallel Advisors
California
$223K -$19.8K -407 -8%
FA
650
Flagstar Advisors
New York
$221K +$221K +4,559 New
24 25
26
27 28