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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.

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
1
Envestnet Asset Management
Illinois
$2.63B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$369M
3
AOI
3
Auto-Owners Insurance
Michigan
$182M
4
LPL Financial
4
LPL Financial
California
$550M
5
AIA
5
Angeles Investment Advisors
California
$74.7M

Top Sellers

1
AWA
1
Arete Wealth Advisors
Illinois
$10.8B
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$755M
3
CCM
3
Causeway Capital Management
California
$0
4
Natixis Advisors
4
Natixis Advisors
Massachusetts
$23.8M
5
GIS
5
Grayhawk Investment Strategies
Alberta, Canada
$15.5M
Name Market Value Shares Shares
Change 		Shares
Change %
CAN
51
Cetera Advisor Networks
California
$36.6M 797,435 +510,957 +178%
Royal Bank of Canada
52
Royal Bank of Canada
Ontario, Canada
$36.1M 787,436 +60,766 +8%
Cambridge Investment Research Advisors
53
Cambridge Investment Research Advisors
Iowa
$35M 763,529 -21,771 -3%
Thrivent Financial for Lutherans
54
Thrivent Financial for Lutherans
Minnesota
$35M 756,884 -42,147 -5%
SCM
55
SCS Capital Management
Massachusetts
$34.9M 759,611 +162,072 +27%
Stifel Financial
56
Stifel Financial
Missouri
$33.5M 730,084 +106,725 +17%
Fifth Third Bancorp
57
Fifth Third Bancorp
Ohio
$32.8M 715,304 -9,913 -1%
Mercer Global Advisors
58
Mercer Global Advisors
Colorado
$32.8M 713,886 -155,729 -18%
FIA
59
Foundations Investment Advisors
Arizona
$31.8M 692,345 +57,028 +9%
BPA
60
Beacon Pointe Advisors
California
$30.7M 668,397 +155,812 +30%
CAM
61
Crestone Asset Management
Colorado
$29.9M 651,713 +6,077 +0.9%
RJFSA
62
Raymond James Financial Services Advisors
Florida
$29.2M 635,447 +82,019 +15%
DBT
63
Dubuque Bank & Trust
Iowa
$28.3M 616,915 -55,104 -8%
AWS
64
Atria Wealth Solutions
New York
$28M 609,451 +3,993 +0.7%
CAPTRUST Financial Advisors
65
CAPTRUST Financial Advisors
North Carolina
$27.9M 607,718 -17,025 -3%
AI
66
Atria Investments
North Carolina
$27.8M 604,881 +67,726 +13%
Bank Julius Baer & Co
67
Bank Julius Baer & Co
Switzerland
$26.9M 587,775 -39,434 -6%
RWG
68
Ratio Wealth Group
Colorado
$26M 566,368 +12,952 +2%
GH
69
Geisinger Health
Pennsylvania
$25M 545,000 +545,000 New
CP
70
Covenant Partners
Tennessee
$24.9M 542,120 +67,689 +14%
Prudential Financial
71
Prudential Financial
New Jersey
$24.8M 540,098 +79,214 +17%
JPMPWA
72
J.P. Morgan Private Wealth Advisors
California
$24.1M 525,735 +432,538 +464%
Natixis Advisors
73
Natixis Advisors
Massachusetts
$23.8M 518,970 -1,366,572 -72%
V
74
Veritable
Delaware
$23.6M 514,151 -14,867 -3%
MC
75
McMorgan & Co
California
$22.2M 483,379 +9,782 +2%
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