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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 %
BA
701
Bellwether Advisors
Nebraska
$57.1K -$9.41K -205 -14%
OFG
702
Oxford Financial Group
Indiana
$55.2K +$55.2K +1,203 New
MWC
703
MBM Wealth Consultants
Missouri
$54K +$54K +1,166 New
MA
704
Montag & Associates
Georgia
$53.4K – – –
CT
705
Cambridge Trust
Massachusetts
$52K +$35.1K +761 +207%
SCA
706
Stonebridge Capital Advisors
Minnesota
$50.3K +$92 +2 +0.2%
CT
707
Clearstead Trust
Maine
$47K -$17.7K -385 -27%
WTA
708
Washington Trust Advisors
Massachusetts
$46.4K – – –
MAWA
709
Moss Adams Wealth Advisors
Washington
$46.2K +$46.2K +1,007 New
Barclays
710
Barclays
United Kingdom
$41K +$41K +890 New
GEA
711
Glen Eagle Advisors
New Jersey
$40K +$46 +1 +0.1%
HNWAG
712
High Net Worth Advisory Group
Florida
$40K – – –
JWA
713
JFS Wealth Advisors
Pennsylvania
$39K – – –
Deutsche Bank
714
Deutsche Bank
Germany
$38.1K – – –
FWM
715
Focused Wealth Management
New York
$36.7K +$36.7K +800 New
RG
716
Retirement Group
California
$34K +$5.03K +101 +17%
PIA
717
Powell Investment Advisors
Florida
$32.4K +$367 +8 +1%
HR
718
Howe & Rusling
New York
$32.3K +$32.3K +704 New
LS
719
Leelyn Smith
Illinois
$32K – – –
BEI
720
Benjamin Edwards Inc
Missouri
$31K +$362 +8 +1%
AWM
721
Abound Wealth Management
Tennessee
$30.4K +$825 +18 +3%
HIA
722
Harbor Investment Advisory
Maryland
$29.9K +$2.02K +44 +7%
AW
723
Avion Wealth
Texas
$26K – – –
RIA
724
Realta Investment Advisors
Delaware
$24.6K +$9.83K +214 +66%
TWC
725
TD Waterhouse Canada
Ontario, Canada
$24.4K -$185K -4,000 -88%
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