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iShares MSCI EAFE Value ETF
EFV

Overview Fund Activity

806 hedge funds and large institutions have $13.2B invested in iShares MSCI EAFE Value ETF in 2023 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 311 increasing their positions, 319 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
806
Holders Change
+12
Holders Change %
+1.51%
% of All Funds
12.71%
Holding in Top 10
63
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-11.27%
% of All Funds
0.99%
New
70
Increased
311
Reduced
319
Closed
52
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$2.26B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$345M
3
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$27.3M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$39M
5
US Bancorp
US Bancorp
Minnesota
$489M

Top Sellers

1
BL
Balentine LLC
Georgia
$1.48M
2
Jane Street
Jane Street
New York
$419M
3
Baird Financial Group
Baird Financial Group
Wisconsin
$13.1M
4
Morgan Stanley
Morgan Stanley
New York
$457M
5
MIS
Morningstar Investment Services
Illinois
$75.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
776
Centerpoint Advisors
Massachusetts
$6K – – –
VCM
777
Versant Capital Management
Arizona
$5.73K – – –
BAAM
778
Baker Avenue Asset Management
California
$5.58K – – –
FRA
779
Front Row Advisors
California
$5K – – –
TC
780
Tacita Capital
Ontario, Canada
$5K – – –
CMP
781
Coston McIsaac & Partners
Maine
$5K – – –
GWSG
782
GPS Wealth Strategies Group
Colorado
$4.65K – – –
NMG
783
New Millennium Group
Utah
$4.58K -$3.35K -68 -42%
NL
784
NVWM LLC
Pennsylvania
$4.11K +$4.11K +84 New
PA
785
PSI Advisors
Florida
$4.06K – – –
LWANC
786
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.77K – – –
FA
787
Faithward Advisors
Pennsylvania
$3.73K +$3.73K +75 New
GTAM
788
Global Trust Asset Management
Florida
$3.67K – – –
JHCP
789
Jackson Hole Capital Partners
Oklahoma
$3.52K – – –
DMKJ
790
David M. Knott Jr
$3K – – –
TFM
791
TFC Financial Management
Massachusetts
$2.99K +$2.99K +61 New
CB
792
CNB Bank
Pennsylvania
$2.94K -$15K -307 -84%
SSB
793
Sandy Spring Bank
Maryland
$2.84K +$2.84K +58 New
BCA
794
Bray Capital Advisors
Florida
$2.59K – – –
FGAM
795
Financial Gravity Asset Management
Texas
$2.57K +$151 +3,086 +6%
BWP
796
Baldwin Wealth Partners
Massachusetts
$2.5K – – –
HC
797
Hoese & Co
Minnesota
$2.35K – – –
AWM
798
AllSquare Wealth Management
New York
$2.17K – – –
MFA
799
McClarren Financial Advisors
Pennsylvania
$2K +$36 +1 +2%
BCM
800
Basso Capital Management
Connecticut
$1.81K +$1.81K +37 New
30 31
32
33 34