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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 %
ISWM
651
Independent Solutions Wealth Management
New York
$221K -$65.4K -1,348 -23%
TFCP
652
Twin Focus Capital Partners
Massachusetts
$217K – – –
AFGAS
653
Allegiance Financial Group Advisory Services
Virginia
$215K – – –
FPGK
654
Financial Partners Group (Kansas)
Kansas
$215K +$215K +4,427 New
NAM
655
NTV Asset Management
West Virginia
$214K – – –
OFA
656
Oak Family Advisors
Illinois
$209K +$209K +4,316 New
FCA
657
Fortis Capital Advisors
Kansas
$206K +$46.1K +949 +29%
PMFA
658
Plante Moran Financial Advisors
Michigan
$205K -$1.22M -25,043 -86%
EWP
659
Elevation Wealth Partners
California
$202K +$202K +4,164 New
CSWM
660
Cassady Schiller Wealth Management
Ohio
$190K – – –
MFT
661
Moisand Fitzgerald Tamayo
Florida
$181K -$63.6K -1,310 -26%
IBOK
662
Independence Bank of Kentucky
Kentucky
$172K – – –
MPWT
663
MassMutual Private Wealth & Trust
Connecticut
$165K -$27.8K -572 -14%
CPA
664
Cardiff Park Advisors
California
$152K – – –
CIA
665
Cape Investment Advisory
Georgia
$136K +$136K +2,803 New
BC
666
Bartlett & Co
Ohio
$136K – – –
BCWM
667
Bartlett & Co Wealth Management
Ohio
$136K – – –
FFA
668
Founders Financial Alliance
North Carolina
$135K -$3.11K -64 -2%
PO
669
Private Ocean
California
$134K – – –
HB
670
Horizon Bancorp
Indiana
$126K -$16.3K -337 -11%
PPC
671
Park Place Capital
Alabama
$124K -$1.2M -24,654 -91%
NFSG
672
Newbridge Financial Services Group
Florida
$119K – – –
TIM
673
Tortoise Investment Management
New York
$115K +$53.1K +1,095 +86%
TWA
674
TCI Wealth Advisors
Arizona
$105K -$3.93K -81 -4%
OSAM
675
O'Shaughnessy Asset Management
Connecticut
$105K +$105K +2,168 New
25 26
27
28 29