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iShares MSCI EAFE Value ETF
EFV

Overview Fund Activity

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
–

Top Buyers

1
Jane Street
Jane Street
New York
+$543M
2
BL
Balentine LLC
Georgia
+$144M
3
Ameriprise
Ameriprise
Minnesota
+$137M
4
US Bancorp
US Bancorp
Minnesota
+$52.2M
5
MMA
Miracle Mile Advisors
California
+$40.6M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$603M
2
BlackRock
BlackRock
New York
-$170M
3
LPL Financial
LPL Financial
California
-$104M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$87.6M
5
Bank of America
Bank of America
North Carolina
-$79.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWANC
776
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.74K – – –
GTAM
777
Global Trust Asset Management
Florida
$3.64K – – –
JHCP
778
Jackson Hole Capital Partners
Oklahoma
$3.49K -$4.08K -84 -54%
MWC
779
MBM Wealth Consultants
Missouri
$3K – – –
DMKJ
780
David M. Knott Jr
$3K – – –
BCA
781
Bray Capital Advisors
Florida
$2.57K – – –
MBFW
782
Morton Brown Family Wealth
Pennsylvania
$2.52K +$2.52K +52 New
BWP
783
Baldwin Wealth Partners
Massachusetts
$2.48K – – –
FGAM
784
Financial Gravity Asset Management
Texas
$2.39K +$2.39K +49,437 New
HC
785
Hoese & Co
Minnesota
$2.33K – – –
AWM
786
AllSquare Wealth Management
New York
$2.18K +$2.18K +45 New
MFA
787
McClarren Financial Advisors
Pennsylvania
$2K – – –
MFC
788
Morris Financial Concepts
South Carolina
$1.75K – – –
SSC
789
Syverson Strege & Co
Iowa
$1.72K – – –
CB
790
Community Bank
New York
$1.6K – – –
CA
791
Crewe Advisors
Utah
$1.46K – – –
HCA
792
Heck Capital Advisors
Wisconsin
$1.31K +$1.31K +27 New
First Manhattan
793
First Manhattan
New York
$1.26K +$1.26K +26 New
BSB
794
Bangor Savings Bank
Maine
$971 – – –
CIAS
795
Capital Investment Advisory Services
North Carolina
$49 +$49 +1 New
MCIA
796
Mountain Capital Investment Advisors
Colorado
– -$16.2M -340,277 Closed
TSA
797
Tri-Star Advisors
Texas
– -$12.1M -247,422 Closed
SEIA
798
Signature Estate & Investment Advisors
California
– -$8.03M -174,979 Closed
CCM
799
Cullen Capital Management
New York
– -$7.42M -161,802 Closed
TC
800
TAP Consulting
Missouri
– -$6.19M -134,816 Closed
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