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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 %
CA
751
Corrado Advisors
New Jersey
$11.2K +$11.2K +245 New
BC
752
Barrett & Company
Rhode Island
$11K – – –
IF
753
Integrity Financial
Wyoming
$9.41K -$39K -849 -81%
TA
754
Tectonic Advisors
Texas
$9.27K +$9.27K +202 New
BLC
755
Brown, Lisle/Cummings
Rhode Island
$8.99K – – –
NMG
756
New Millennium Group
Utah
$8.83K -$5.43K -118 -38%
WOSD
757
WFA of San Diego
California
$8.67K +$8.67K +189 New
IFAM
758
Institutional & Family Asset Management
Colorado
$8.49K +$92 +2 +1%
GWANC
759
Guardian Wealth Advisors (North Carolina)
North Carolina
$7.85K +$7.66K +167 +4,175%
S
760
SignatureFD
Georgia
$7.16K -$5.55K -121 -44%
JHCP
761
Jackson Hole Capital Partners
Oklahoma
$7.16K – – –
SA
762
SRH Advisors
Kansas
$7K – – –
FRA
763
Front Row Advisors
California
$7K +$2.72K +59 +63%
MWM
764
Mascoma Wealth Management
New Hampshire
$6.61K – – –
BBPWM
765
Blue Bell Private Wealth Management
Pennsylvania
$6.42K – – –
RTC
766
Riverview Trust Company
Washington
$6K – – –
CA
767
Centerpoint Advisors
Massachusetts
$6K +$6K +131 New
EW
768
Element Wealth
Mississippi
$5.55K – – –
VCM
769
Versant Capital Management
Arizona
$5.37K +$3.72K +81 +225%
BAAM
770
Baker Avenue Asset Management
California
$5.23K +$5.23K +114 New
IHWM
771
Iron Horse Wealth Management
Iowa
$5K +$5K +114 New
BWL
772
Bogart Wealth LLC
Virginia
$4.91K – – –
AC
773
AlphaCore Capital
California
$4.36K +$4.36K +95 New
PIMG
774
Patriot Investment Management Group
Tennessee
$4.22K +$4.22K +85 New
TC
775
Tacita Capital
Ontario, Canada
$4K – – –
29 30
31
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