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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 Market Value Shares Shares
Change 		Shares
Change %
IWA
76
Icon Wealth Advisors
Texas
$22M 479,720 +32,485 +7%
Mariner
77
Mariner
Kansas
$22M 479,347 +37,458 +8%
Goldman Sachs
78
Goldman Sachs
New York
$21.9M 477,754 -54,701 -10%
EWA
79
Exencial Wealth Advisors
Oklahoma
$21.5M 469,491 -20,985 -4%
FWP
80
FAS Wealth Partners
Kansas
$20.1M 437,725 -182,582 -29%
Corient Private Wealth
81
Corient Private Wealth
Florida
$19.8M 431,750 +431,750 New
APW
82
Austin Private Wealth
Texas
$19.4M 423,246 +91,832 +28%
HFA
83
High Falls Advisors
New York
$19.3M 420,209 +54,848 +15%
SHJ
84
Sharkey, Howes & Javer
Colorado
$19.1M 416,949 +33,681 +9%
BF
85
BOK Financial
Oklahoma
$18.8M 409,031 -8,842 -2%
CCWM
86
Cassaday & Co Wealth Management
Virginia
$18.7M 408,178 +408,178 New
BTI
87
Blue Trust Inc
Georgia
$17.6M 457,734 -172,331 -27%
SA
88
Scarborough Advisors
Maryland
$17.3M 377,436 +61,567 +19%
CA
89
Cetera Advisors
Colorado
$16.9M 369,342 +262,657 +246%
RA
90
RFG Advisory
Alabama
$16.8M 341,889 +116,424 +52%
TAIM
91
TD Ameritrade Investment Management
Nebraska
$16.5M 360,535 -146,601 -29%
HGWM
92
Horst & Graben Wealth Management
Oregon
$16.3M 354,556 +34,423 +11%
MCIA
93
Mountain Capital Investment Advisors
Colorado
$16.2M 340,277 -126,442 -27%
1SB
94
1ST Source Bank
Indiana
$16.1M 350,668 -8,895 -2%
JFGIW
95
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$16M 348,130 +298,430 +600%
PFA
96
Pettinga Financial Advisors
Indiana
$15.8M 345,053 -66,393 -16%
AC
97
Apella Capital
Connecticut
$15.7M 341,759 -7,971 -2%
CCA
98
Checchi Capital Advisers
California
$15.6M 339,628 +73,492 +28%
GIS
99
Grayhawk Investment Strategies
Alberta, Canada
$15.5M 337,454 -869,146 -72%
BAM
100
Brave Asset Management
New Jersey
$15M 327,652 +327,652 New
2 3
4
5 6