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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.

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 %
MA
801
MUFG Americas
New York
– -$10.2M -264,319 Closed
WAM
802
Watershed Asset Management
California
– -$3.85M -100,000 Closed
SWM
803
Scissortail Wealth Management
Oklahoma
– -$3.28M -79,829 Closed
Mirae Asset Global Investments
804
Mirae Asset Global Investments
South Korea
– -$2.43M -63,000 Closed
Millennium Management
805
Millennium Management
New York
– -$2.23M -57,921 Closed
Renaissance Technologies
806
Renaissance Technologies
New York
– -$1M -26,000 Closed
QIM
807
Quantitative Investment Management
Virginia
– -$996K -25,858 Closed
SWP
808
Strategic Wealth Partners
Ohio
– -$944K -24,513 Closed
LSAG
809
Lake Street Advisors Group
New Hampshire
– -$831K -21,554 Closed
WCM
810
Windham Capital Management
Massachusetts
– -$811K -21,037 Closed
Schroder Investment Management Group
811
Schroder Investment Management Group
United Kingdom
– -$683K -17,715 Closed
TFA
812
Teamwork Financial Advisors
Texas
– -$506K -13,127 Closed
TSS
813
Two Sigma Securities
New York
– -$483K -12,542 Closed
HIC
814
Hartline Investment Corp
Illinois
– -$475K -12,329 Closed
AF
815
Alerus Financial
North Dakota
– -$401K -10,408 Closed
RA
816
Riversedge Advisors
Delaware
– -$399K -10,347 Closed
Squarepoint
817
Squarepoint
New York
– -$378K -9,800 Closed
GLLW
818
Graves Light Lenhart Wealth
Virginia
– -$295K -7,667 Closed
SFM
819
Signet Financial Management
New Jersey
– -$289K -7,506 Closed
OFA
820
Oak Family Advisors
Illinois
– -$237K -6,159 Closed
IF
821
Intrua Financial
Texas
– -$225K -5,833 Closed
YIH
822
Y-Intercept (HK)
Hong Kong
– -$206K -5,351 Closed
SWM
823
Selective Wealth Management
Virginia
– -$170K -4,407 Closed
FA
824
Flagstar Advisors
New York
– -$134K -3,482 Closed
PFA
825
Professional Financial Advisors
Nebraska
– -$119K -3,097 Closed
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