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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 %
BWM
826
BCS Wealth Management
Tennessee
– -$291K -5,990 Closed
ADIM
827
Alpha DNA Investment Management
Maryland
– -$287K -5,922 Closed
SC
828
Scotia Capital
Ontario, Canada
– -$276K -5,694 Closed
HTC
829
Haverford Trust Company
Pennsylvania
– -$265K -5,457 Closed
Fisher Asset Management
830
Fisher Asset Management
Washington
– -$261K -5,370 Closed
SWA
831
Strategies Wealth Advisors
Michigan
– -$258K -5,317 Closed
WA
832
WBH Advisory
Maryland
– -$253K -5,212 Closed
AFP
833
Ausdal Financial Partners
Iowa
– -$245K -5,056 Closed
ES
834
Eagle Strategies
New York
– -$237K -4,873 Closed
FA
835
Flagstar Advisors
New York
– -$221K -4,559 Closed
FCA
836
Fortis Capital Advisors
Kansas
– -$206K -4,240 Closed
TWA
837
TCI Wealth Advisors
Arizona
– -$105K -2,171 Closed
GFWA
838
Grey Fox Wealth Advisors
Delaware
– -$91.5K -1,885 Closed
GCWM
839
Graham Capital Wealth Management
District of Columbia
– -$794K -1,636 Closed
FA
840
Fortis Advisors
Pennsylvania
– -$67.5K -1,391 Closed
BA
841
Bellwether Advisors
Nebraska
– -$60.4K -1,244 Closed
MWC
842
MBM Wealth Consultants
Missouri
– -$3K -1,166 Closed
TRCT
843
Tower Research Capital (TRC)
New York
– -$41K -855 Closed
WAM
844
Worth Asset Management
Texas
– -$41.3K -850 Closed
RWM
845
Ruedi Wealth Management
Illinois
– -$37.9K -780 Closed
PCM
846
Pointe Capital Management
Michigan
– -$34.1K -702 Closed
GBT
847
Grove Bank & Trust
Florida
– -$30.7K -633 Closed
UB
848
UMB Bank
Missouri
– -$27.1K -559 Closed
CCM
849
Chilton Capital Management
Texas
– -$13.8K -285 Closed
AWM
850
Accel Wealth Management
Iowa
– -$12.7K -261 Closed
31 32 33
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