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iShares MSCI EAFE Value ETF
EFV

Overview Fund Activity

825 hedge funds and large institutions have $15.4B invested in iShares MSCI EAFE Value ETF in 2023 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 398 increasing their positions, 222 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
825
Holders Change
+19
Holders Change %
+2.36%
% of All Funds
13.15%
Holding in Top 10
89
Holding in Top 10 Change
+26
Holding in Top 10 Change %
+41.27%
% of All Funds
1.42%
New
67
Increased
398
Reduced
222
Closed
41
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$466M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$200M
3
Osaic Holdings
Osaic Holdings
Arizona
+$175M
4
LPL Financial
LPL Financial
California
+$152M
5
BlackRock
BlackRock
New York
+$114M

Top Sellers

1
Jane Street
Jane Street
New York
-$414M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$39M
3
M&T Bank
M&T Bank
New York
-$33.5M
4
MIS
Morningstar Investment Services
Illinois
-$33.3M
5
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$27.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWP
676
Elevation Wealth Partners
California
$204K – – –
FAM
677
Frontier Asset Management
Wyoming
$203K – – –
SB
678
Simmons Bank
Arkansas
$203K +$203K +4,143 New
IBOK
679
Independence Bank of Kentucky
Kentucky
$203K +$25.7K +525 +15%
CIA
680
Cape Investment Advisory
Georgia
$203K +$57.6K +1,177 +40%
PMFA
681
Plante Moran Financial Advisors
Michigan
$196K -$1.62K -33 -0.8%
VCM
682
Versant Capital Management
Arizona
$193K +$187K +3,824 +3,268%
PO
683
Private Ocean
California
$185K -$35.3K -721 -16%
CSWM
684
Cassady Schiller Wealth Management
Ohio
$181K -$11.1K -227 -6%
PPC
685
Park Place Capital
Alabama
$179K +$53.4K +1,092 +43%
MFT
686
Moisand Fitzgerald Tamayo
Florida
$176K – – –
FMII
687
Farmers & Merchants Investments Inc
Nebraska
$170K -$78.7K -1,608 -32%
LFA
688
LGT Financial Advisors
Texas
$164K +$106K +2,158 +180%
HBW
689
Hazlett, Burt & Watson
West Virginia
$152K +$80K +1,621 +111%
BC
690
Bartlett & Co
Ohio
$141K – – –
BCWM
691
Bartlett & Co Wealth Management
Ohio
$141K – – –
NFSG
692
Newbridge Financial Services Group
Florida
$137K – – –
PCA
693
Providence Capital Advisors
North Carolina
$136K – – –
FFA
694
Founders Financial Alliance
North Carolina
$135K -$105K -2,144 -44%
QCG
695
Quadrant Capital Group
Ohio
$133K +$4.89K +100 +4%
DCM
696
Disciplina Capital Management
Tennessee
$132K – – –
HB
697
Horizon Bancorp
Indiana
$127K +$98 +2 +0.1%
OP
698
ORG Partners
Indiana
$126K -$3.96M -80,865 -97%
GIA
699
Goodwin Investment Advisory
Georgia
$117K – – –
LCM
700
Logan Capital Management
Pennsylvania
$102K +$3.57K +73 +4%
26 27
28
29 30