EFV icon

iShares MSCI EAFE Value ETF

794 hedge funds and large institutions have $13.4B invested in iShares MSCI EAFE Value ETF in 2023 Q1 according to their latest regulatory filings, with 84 funds opening new positions, 216 increasing their positions, 376 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
794
Holders Change
-3
Holders Change %
-0.38%
% of All Funds
12.71%
Holding in Top 10
71
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-17.44%
% of All Funds
1.14%
New
84
Increased
216
Reduced
376
Closed
70
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HGERS
751
Householder Group Estate & Retirement Specialist
Arizona
$11K +$11K +226 New
EWA
752
EP Wealth Advisors
California
$10.9K +$6.89K +19,529 +170%
PP
753
Pacifica Partners
Canada
$10.5K +$10.5K +214 New
BLC
754
Brown, Lisle/Cummings
Rhode Island
$9.51K
AWA
755
Alaska Wealth Advisors
Alaska
$9.42K +$9.42K +194 New
HR
756
Howe & Rusling
New York
$9.27K -$24.9K -513 -73%
RPCA
757
Running Point Capital Advisors
California
$9.03K +$9.03K +186 New
IFAM
758
Institutional & Family Asset Management
Colorado
$8.98K
IF
759
Integrity Financial
Wyoming
$8.83K -$1.12K -23 -11%
GWANC
760
Guardian Wealth Advisors (North Carolina)
North Carolina
$8.3K
NMG
761
New Millennium Group
Utah
$7.84K -$1.51K -31 -16%
BWL
762
Bogart Wealth LLC
Virginia
$7.67K +$2.48K +51 +48%
S
763
SignatureFD
Georgia
$7.57K
BBPWM
764
Blue Bell Private Wealth Management
Pennsylvania
$6.79K
RTC
765
Riverview Trust Company
Washington
$6.55K
CA
766
Centerpoint Advisors
Massachusetts
$6K
VCM
767
Versant Capital Management
Arizona
$5.68K
BAAM
768
Baker Avenue Asset Management
California
$5.53K
IHWM
769
Iron Horse Wealth Management
Iowa
$5.53K
FRA
770
Front Row Advisors
California
$5K -$3.17K -59 -39%
TC
771
Tacita Capital
Ontario, Canada
$5K
CMP
772
Coston McIsaac & Partners
Maine
$5K
GWSG
773
GPS Wealth Strategies Group
Colorado
$4.61K +$4.61K +95 New
AC
774
AlphaCore Capital
California
$4.61K
PA
775
PSI Advisors
Florida
$4.03K