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iShares MSCI EAFE Value ETF
EFV

Overview Fund Activity

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
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$2.73B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$545M
3
Osaic Holdings
Osaic Holdings
Arizona
$379M
4
LPL Financial
LPL Financial
California
$631M
5
BlackRock
BlackRock
New York
$403M

Top Sellers

1
Jane Street
Jane Street
New York
$4.31M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
3
M&T Bank
M&T Bank
New York
$150M
4
MIS
Morningstar Investment Services
Illinois
$43M
5
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CIAS
826
Capital Investment Advisory Services
North Carolina
$49 – – –
Susquehanna International Group
827
Susquehanna International Group
Pennsylvania
– -$39M -796,043 Closed
Barrow, Hanley, Mewhinney & Strauss
828
Barrow, Hanley, Mewhinney & Strauss
Texas
– -$27.3M -558,272 Closed
V
829
Veritable
Delaware
– -$24.3M -497,441 Closed
CIAS
830
CFS Investment Advisory Services
New Jersey
– -$12.8M -261,799 Closed
TAIM
831
TD Ameritrade Investment Management
Nebraska
– -$11.9M -243,969 Closed
SS
832
Simplicity Solutions
Minnesota
– -$7.22M -147,589 Closed
Renaissance Technologies
833
Renaissance Technologies
New York
– -$4.54M -92,800 Closed
WAS
834
Wealth Advisory Solutions
Indiana
– -$4.28M -87,402 Closed
Squarepoint
835
Squarepoint
New York
– -$4.01M -82,014 Closed
QIM
836
Quantitative Investment Management
Virginia
– -$2.39M -48,796 Closed
SFSG
837
Sound Financial Strategies Group
Mississippi
– -$2.28M -46,585 Closed
VAS
838
Vestmark Advisory Solutions
Massachusetts
– -$1.87M -38,226 Closed
Aberdeen Group
839
Aberdeen Group
United Kingdom
– -$1.26M -25,732 Closed
Neuberger Berman Group
840
Neuberger Berman Group
New York
– -$956K -19,539 Closed
ACM
841
Arlington Capital Management
Illinois
– -$652K -13,330 Closed
RCM
842
RNC Capital Management
California
– -$347K -7,100 Closed
SBH
843
Segall Bryant & Hamill
Illinois
– -$328K -6,697 Closed
CS
844
Credit Suisse
Switzerland
– -$313K -6,403 Closed
SF
845
Summit Financial
New Jersey
– -$275K -5,624 Closed
OWA
846
Opal Wealth Advisors
New York
– -$268K -5,477 Closed
SAMC
847
Spectrum Asset Management (California)
California
– -$265K -5,405 Closed
TH
848
Team Hewins
California
– -$252K -5,147 Closed
PCIA
849
Prime Capital Investment Advisors
Kansas
– -$244K -4,993 Closed
RWM
850
Rockwood Wealth Management
Pennsylvania
– -$225K -4,601 Closed
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