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iShares MSCI EAFE Value ETF
EFV

Overview Fund Activity

696 hedge funds and large institutions have $11B invested in iShares MSCI EAFE Value ETF in 2022 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 210 increasing their positions, 316 reducing their positions, and 74 closing their positions.

Holders
696
Holders Change
-20
Holders Change %
-2.79%
% of All Funds
12.04%
Holding in Top 10
75
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-19.35%
% of All Funds
1.3%
New
67
Increased
210
Reduced
316
Closed
74
Calls
$39K
Puts
$293K
Net Calls
-$254K
Net Calls Change
+$166K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$620M
2
CCM
2
Causeway Capital Management
California
$162M
3
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$212M
4
LOAMS
4
Lombard Odier Asset Management (Switzerland)
Switzerland
$29.3M
5
Bank Julius Baer & Co
5
Bank Julius Baer & Co
Switzerland
$24.2M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.93B
2
LPL Financial
2
LPL Financial
California
$397M
3
5L
3
55I LLC
Massachusetts
$146M
4
Morgan Stanley
4
Morgan Stanley
New York
$403M
5
Bank of America
5
Bank of America
North Carolina
$296M
Name Market Value Shares Shares
Change 		Shares
Change %
CAN
101
Cetera Advisor Networks
California
$11M 286,478 +10,109 +4%
LWA
102
Lineweaver Wealth Advisors
Ohio
$11M 285,249 +139 +0%
MFG
103
Merit Financial Group
Georgia
$10.9M 283,943 -288,205 -50%
CFA
104
Cahill Financial Advisors
Minnesota
$10.7M 277,760 +31,806 +13%
Jane Street
105
Jane Street
New York
$10.5M 272,354 +224,956 +475%
EA
106
Efficient Advisors
Ohio
$10.5M 272,140 +3,969 +1%
AWA
107
Arete Wealth Advisors
Illinois
$10.4M 270,302 +270,302 New
KFS
108
Kelly Financial Services
Massachusetts
$10.3M 267,807 -22,974 -8%
PFG
109
PAX Financial Group
Texas
$10.3M 267,572 -77,737 -23%
CCA
110
Checchi Capital Advisers
California
$10.3M 266,136 +137,778 +107%
MA
111
MUFG Americas
New York
$10.2M 264,319 +5,494 +2%
EH
112
Equitable Holdings
New York
$10M 260,711 +21,057 +9%
RA
113
RFG Advisory
Alabama
$9.7M 225,465 -24,229 -10%
MGIA
114
Moneta Group Investment Advisors
Missouri
$9.51M 246,924 +1,486 +0.6%
NCM
115
Northwest Capital Management
Oregon
$9.45M 245,213 -88,754 -27%
BRWA
116
B. Riley Wealth Advisors
Florida
$9.35M 242,621 -64,764 -21%
TSA
117
Tri-Star Advisors
Texas
$9.13M 232,452 -50,740 -18%
LWM
118
Liberty Wealth Management
California
$9M 233,725 -33,003 -12%
BFG
119
Buttonwood Financial Group
Missouri
$8.77M 227,640 -29,006 -11%
MAM
120
McLean Asset Management
Virginia
$8.7M 221,643 -629 -0.3%
T
121
TNF
Montana
$8.55M 218,324 -21,841 -9%
SHIM
122
Stone House Investment Management
Pennsylvania
$8.46M 219,485 -100,712 -31%
LRWA
123
Long Run Wealth Advisors
New York
$8.21M 213,118 +14,619 +7%
SFG
124
StrategIQ Financial Group
Indiana
$8.2M 212,832 -1,830 -0.9%
SFS
125
Security Financial Services
Indiana
$8.19M 212,567 -24,673 -10%
3 4
5
6 7