EFV icon

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.

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
1
Envestnet Asset Management
Illinois
$2.26B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$345M
3
Barrow, Hanley, Mewhinney & Strauss
3
Barrow, Hanley, Mewhinney & Strauss
Texas
$27.3M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$39M
5
US Bancorp
5
US Bancorp
Minnesota
$489M

Top Sellers

1
BL
1
Balentine LLC
Georgia
$1.48M
2
Jane Street
2
Jane Street
New York
$419M
3
Baird Financial Group
3
Baird Financial Group
Wisconsin
$13.1M
4
Morgan Stanley
4
Morgan Stanley
New York
$457M
5
MIS
5
Morningstar Investment Services
Illinois
$75.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
76
Exencial Wealth Advisors
Oklahoma
$22.4M -$270K -5,525 -1%
Goldman Sachs
77
Goldman Sachs
New York
$22.4M +$794K +16,218 +4%
IWP
78
Icon Wealth Partners
Texas
$22M +$1.91M +39,062 +10%
AI
79
Accredited Investors
Minnesota
$20.2M -$11.4M -232,399 -36%
BAM
80
Brave Asset Management
New Jersey
$20.1M +$470K +9,607 +2%
VU
81
Valence8 US
Massachusetts
$18.3M -$6.7M -136,994 -27%
Rockefeller Capital Management
82
Rockefeller Capital Management
New York
$18.1M +$4.26M +87,089 +31%
Corient Private Wealth
83
Corient Private Wealth
Florida
$17.9M -$2.54M -51,977 -12%
GH
84
Geisinger Health
Pennsylvania
$17.3M -$9.33M -190,664 -35%
BF
85
BOK Financial
Oklahoma
$17.3M -$784K -16,020 -4%
CAPTRUST Financial Advisors
86
CAPTRUST Financial Advisors
North Carolina
$17.1M -$2.34M -47,779 -12%
SHJ
87
Sharkey, Howes & Javer
Colorado
$16.7M +$1.06M +21,612 +7%
APW
88
Austin Private Wealth
Texas
$16.6M +$973K +19,879 +6%
CAM
89
Crestone Asset Management
Colorado
$16.5M -$13.4M -274,502 -45%
CCA
90
Checchi Capital Advisers
California
$15.8M +$355K +7,257 +2%
BTI
91
Blue Trust Inc
Georgia
$15.6M -$8.75M -180,216 -36%
KAS
92
Kestra Advisory Services
Texas
$15.5M -$960K -19,623 -6%
AC
93
Apella Capital
Connecticut
$15.3M +$15.3M +312,144 New
HFA
94
High Falls Advisors
New York
$15.3M +$120K +2,442 +0.8%
FWP
95
FAS Wealth Partners
Kansas
$15.2M -$72.8K -1,487 -0.5%
HWM
96
HighMark Wealth Management
Minnesota
$14.9M +$85.6K +1,750 +0.6%
CA
97
Cetera Advisors
Colorado
$14.9M +$579K +11,829 +4%
BFG
98
Buttonwood Financial Group
Missouri
$14.7M +$3.02M +59,647 +26%
HGWM
99
Horst & Graben Wealth Management
Oregon
$14.6M +$191K +3,899 +1%
WAM
100
Wakefield Asset Management
Colorado
$14.5M +$187K +3,821 +1%
2 3
4
5 6