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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 %
FA
676
Fortis Advisors
Pennsylvania
$121K +$5.92K +129 +5%
WAM
677
Worth Asset Management
Texas
$116K +$116K +2,539 New
NFSG
678
Newbridge Financial Services Group
Florida
$113K +$505 +11 +0.4%
HS
679
Horan Securities
United States
$111K +$111K +2,422 New
TWA
680
TCI Wealth Advisors
Arizona
$103K +$40K +871 +63%
GMA
681
Glassy Mountain Advisors
Maryland
$100K +$100K +2,179 New
LCM
682
Logan Capital Management
Pennsylvania
$95.8K – – –
ACA
683
Aptus Capital Advisors
Alabama
$90.5K +$8.58K +187 +10%
WT
684
Washington Trust
Rhode Island
$87.4K +$87.4K +1,906 New
GFWA
685
Grey Fox Wealth Advisors
Delaware
$86.5K +$86.5K +1,885 New
AAG
686
Armstrong Advisory Group
Massachusetts
$84.3K +$84.3K +1,838 New
DWP
687
Destiny Wealth Partners
Florida
$83.5K +$83.5K +1,820 New
CBT
688
CoreFirst Bank & Trust
Kansas
$80.3K +$80.3K +1,750 New
BA
689
Ballast Advisors
Minnesota
$80.1K +$505 +11 +0.6%
TRCT
690
Tower Research Capital (TRC)
New York
$80K +$80K +1,735 New
ME
691
McIlrath & Eck
Washington
$78.4K – – –
LB
692
Legacy Bridge
Iowa
$70K – – –
MPCL
693
My Personal CFO LLC
Washington
$69.2K +$69.2K +1,508 New
AIM
694
Anchor Investment Management
South Carolina
$67.7K – – –
CWP
695
Concord Wealth Partners
Virginia
$67.3K +$67.3K +1,466 New
BCMLT
696
Beacon Capital Management LLC (Tennessee)
Tennessee
$67K +$41.8K +912 +166%
EWM
697
EPG Wealth Management
Georgia
$64K +$642 +14 +1%
TFGT
698
TS Financial Group (TSFG)
Illinois
$62K – – –
TIM
699
Tortoise Investment Management
New York
$58.3K -$3.67K -80 -6%
MPCG
700
Matrix Private Capital Group
New York
$58.2K -$5.41K -118 -9%
26 27
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