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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 %
TCWA
851
Ten Capital Wealth Advisors
Washington
– -$11.5K -237 Closed
AWA
852
Alaska Wealth Advisors
Alaska
– -$9.42K -194 Closed
RPCA
853
Running Point Capital Advisors
California
– -$9.03K -186 Closed
IHWM
854
Iron Horse Wealth Management
Iowa
– -$5.53K -114 Closed
M1FG
855
Mach-1 Financial Group
Arkansas
– -$3.98M -82 Closed
MBFW
856
Morton Brown Family Wealth
Pennsylvania
– -$2.52K -52 Closed
MFC
857
Morris Financial Concepts
South Carolina
– -$1.75K -36 Closed
SSC
858
Syverson Strege & Co
Iowa
– -$1.72K -35 Closed
CA
859
Crewe Advisors
Utah
– -$1.46K -30 Closed
31 32 33 34
35