EFV icon

iShares MSCI EAFE Value ETF

825 hedge funds and large institutions have $15.4B invested in iShares MSCI EAFE Value ETF in 2023 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 398 increasing their positions, 222 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
825
Holders Change
+19
Holders Change %
+2.36%
% of All Funds
13.15%
Holding in Top 10
89
Holding in Top 10 Change
+26
Holding in Top 10 Change %
+41.27%
% of All Funds
1.42%
New
67
Increased
398
Reduced
222
Closed
41
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SFC
776
SYM Financial Corp
Indiana
$8.03K +$8.03K +164 New
SCA
777
Stonebridge Capital Advisors
Minnesota
$7.96K
GBT
778
Grove Bank & Trust
Florida
$7.78K +$7.78K +159 New
BWL
779
Bogart Wealth LLC
Virginia
$7.73K
POIA
780
Pin Oak Investment Advisors
Texas
$7K
BBPWM
781
Blue Bell Private Wealth Management
Pennsylvania
$6.85K
RTC
782
Riverview Trust Company
Washington
$6.61K
HPC
783
HM Payson & Co
Maine
$6.41K +$6.41K +131 New
CA
784
Centerpoint Advisors
Massachusetts
$6K
HGERS
785
Householder Group Estate & Retirement Specialist
Arizona
$5.93K +$5.93K +121 New
BAAM
786
Baker Avenue Asset Management
California
$5.58K
BWS
787
Buck Wealth Strategies
Colorado
$5.43K +$5.43K +111 New
MA
788
MCF Advisors
Kentucky
$5.38K +$5.38K +110 New
CT
789
Cambridge Trust
Massachusetts
$5.14K -$881 -18 -15%
CMP
790
Coston McIsaac & Partners
Maine
$5K
TC
791
Tacita Capital
Ontario, Canada
$4.65K
FRA
792
Front Row Advisors
California
$4.55K
SSB
793
Sandy Spring Bank
Maryland
$4.5K +$1.66K +34 +59%
CFB
794
Cullen/Frost Bankers
Texas
$4.31K -$15.8K -323 -79%
GWSG
795
GPS Wealth Strategies Group
Colorado
$4.11K -$538 -11 -12%
CHC
796
City Holding Co
West Virginia
$4.11K +$4.11K +84 New
PA
797
PSI Advisors
Florida
$4.06K
GA
798
GoalVest Advisory
New York
$3.82K +$3.82K +78 New
LWANC
799
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.77K
GTAM
800
Global Trust Asset Management
Florida
$3.67K