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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
1
Envestnet Asset Management
Illinois
$2.63B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$369M
3
LPL Financial
3
LPL Financial
California
$550M
4
AIA
4
Angeles Investment Advisors
California
$74.7M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$75.3M

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 Holding Trade Value Shares
Change 		Shares
Change %
RFS
776
Retirement Financial Solutions
Tennessee
$3.95K +$3.95K +86 New
PA
777
PSI Advisors
Florida
$3.81K – – –
LWANC
778
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.53K – – –
GTAM
779
Global Trust Asset Management
Florida
$3.44K – – –
FWA
780
Freedom Wealth Alliance
Wisconsin
$3.3K +$3.3K +72 New
TFS
781
TrustCore Financial Services
Tennessee
$3.21K +$1.19K +26 +59%
DMKJ
782
David M. Knott Jr
$3K – – –
KOMWMG
783
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$3K +$3K +61 New
BCMIO
784
Beacon Capital Management Inc (Ohio)
Ohio
$2.52K +$2.52K +55 New
BCA
785
Bray Capital Advisors
Florida
$2.43K – – –
BWP
786
Baldwin Wealth Partners
Massachusetts
$2.34K – – –
TWP
787
TFO Wealth Partners
Ohio
$2.06K -$23.7K -219 -92%
HC
788
Hoese & Co
Minnesota
$2K – – –
MFA
789
McClarren Financial Advisors
Pennsylvania
$2K +$37 +1 +2%
WIM
790
Westside Investment Management
California
$1.98K -$586 -12,776 -23%
MFC
791
Morris Financial Concepts
South Carolina
$1.65K – – –
SSC
792
Syverson Strege & Co
Iowa
$1.62K -$46 -1 -3%
CB
793
Community Bank
New York
$1.51K – – –
CA
794
Crewe Advisors
Utah
$1.38K – – –
PFA
795
Pathway Financial Advisers
Indiana
$1.25K +$1.25K +27 New
BSB
796
Bangor Savings Bank
Maine
$1K – – –
KIA
797
Kraematon Investment Advisors
Massachusetts
$780 +$780 +17 New
CMP
798
Coston McIsaac & Partners
Maine
$4 – – –
CCM
799
Causeway Capital Management
California
– -$162M -4,197,000 Closed
Jane Street
800
Jane Street
New York
– -$10.5M -272,354 Closed
30 31
32
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