EFV icon

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 %
MC
651
Moors & Cabot
Massachusetts
$214K +$214K +4,670 New
GLA
652
Good Life Advisors
Pennsylvania
$214K +$214K +4,664 New
FIM
653
Freedom Investment Management
Connecticut
$214K +$214K +4,658 New
LWAM
654
Legacy Wealth Asset Management
Minnesota
$211K +$211K +4,593 New
HWM
655
Hohimer Wealth Management
Washington
$210K -$313K -6,827 -60%
CPO
656
Cerity Partners OCIO
New York
$209K +$209K +4,554 New
TFCP
657
Twin Focus Capital Partners
Massachusetts
$206K +$206K +4,480 New
T. Rowe Price Associates
658
T. Rowe Price Associates
Maryland
$205K +$205K +4,462 New
AFGAS
659
Allegiance Financial Group Advisory Services
Virginia
$204K +$204K +4,439 New
Wealthfront Advisers
660
Wealthfront Advisers
California
$203K +$203K +4,415 New
NAM
661
NTV Asset Management
West Virginia
$202K +$202K +4,400 New
FMII
662
Farmers & Merchants Investments Inc
Nebraska
$201K -$9.27K -202 -4%
GI
663
Gradient Investments
Minnesota
$189K +$147K +3,212 +357%
MPWT
664
MassMutual Private Wealth & Trust
Connecticut
$183K +$81.7K +1,775 +81%
CSWM
665
Cassady Schiller Wealth Management
Ohio
$180K +$180K +3,925 New
IBOK
666
Independence Bank of Kentucky
Kentucky
$163K – – –
FCA
667
Fortis Capital Advisors
Kansas
$151K +$151K +3,291 New
SIS
668
Sound Income Strategies
Florida
$145K -$10.1K -220 -7%
CPA
669
Cardiff Park Advisors
California
$143K – – –
HB
670
Horizon Bancorp
Indiana
$135K +$135K +2,939 New
OIM
671
Oder Investment Management
California
$131K +$131K +2,850 New
FFA
672
Founders Financial Alliance
North Carolina
$130K -$6.19K -135 -5%
BCWM
673
Bartlett & Co Wealth Management
Ohio
$128K +$1.47K +32 +1%
BC
674
Bartlett & Co
Ohio
$128K +$1.46K +32 +1%
PO
675
Private Ocean
California
$127K -$56.7K -1,235 -31%
25 26
27
28 29