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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 %
CB
801
Community Bank
New York
$1.61K – – –
M
802
MOTCO
Texas
$1.42K +$1.42K +29 New
HCA
803
Heck Capital Advisors
Wisconsin
$1.32K – – –
First Manhattan
804
First Manhattan
New York
$1.27K – – –
BSB
805
Bangor Savings Bank
Maine
$783 -$196 -4 -20%
CSC
806
Caldwell Sutter Capital
California
$245 +$245 +5 New
CIAS
807
Capital Investment Advisory Services
North Carolina
$49 – – –
FTUS
808
Flow Traders U.S.
New York
– -$22.3M -459,506 Closed
OMC
809
Old Mission Capital
Illinois
– -$19.9M -410,546 Closed
Millennium Management
810
Millennium Management
New York
– -$8.45M -174,173 Closed
PA
811
Paragon Advisors
Texas
– -$7.48M -154,215 Closed
PWAG
812
Polaris Wealth Advisory Group
California
– -$3.18M -65,587 Closed
HF
813
HRT Financial
New York
– -$1.42M -29,204 Closed
FF
814
Friedenthal Financial
New Jersey
– -$1.34M -27,564 Closed
SP
815
Successful Portfolios
Florida
– -$1.03M -21,228 Closed
TI
816
Trexquant Investment
Connecticut
– -$963K -19,834 Closed
BWA
817
Beam Wealth Advisors
Louisiana
– -$873K -17,981 Closed
NRI
818
NFP Retirement Inc
California
– -$855K -17,617 Closed
AWMS
819
Advocacy Wealth Management Services
Georgia
– -$656K -13,509 Closed
AIA
820
Angeles Investment Advisors
California
– -$461K -9,500 Closed
SB
821
Simmons Bank
Arkansas
– -$447K -9,207 Closed
WTB
822
Washington Trust Bank
Washington
– -$364K -7,501 Closed
KF
823
Krilogy Financial
Missouri
– -$363K -7,475 Closed
Tudor Investment Corp
824
Tudor Investment Corp
Connecticut
– -$329K -6,788 Closed
SBIA
825
Sheaff Brock Investment Advisors
Indiana
– -$295K -6,076 Closed
31 32
33
34 35