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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
AOI
3
Auto-Owners Insurance
Michigan
$182M
4
LPL Financial
4
LPL Financial
California
$550M
5
AIA
5
Angeles Investment Advisors
California
$74.7M

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 %
HWM
101
HighMark Wealth Management
Minnesota
$14.7M 321,203 -23,353 -7%
WAM
102
Wakefield Asset Management
Colorado
$14.7M 319,992 -77,086 -19%
SB
103
Strategic Blueprint
Georgia
$14.5M 316,352 -2,268 -0.7%
WWG
104
West Wealth Group
California
$14.4M 314,869 -31,729 -9%
SW
105
SteelPeak Wealth
California
$14.4M 314,002 -9,704 -3%
BRWA
106
B. Riley Wealth Advisors
Florida
$14.3M 311,052 +68,431 +28%
PL
107
Plancorp LLC
Missouri
$13.2M 288,136 +398 +0.1%
LWA
108
Lineweaver Wealth Advisors
Ohio
$13M 283,586 -1,663 -0.6%
Rockefeller Capital Management
109
Rockefeller Capital Management
New York
$12.9M 280,915 +191,211 +213%
GT
110
Greenleaf Trust
Michigan
$12.8M 279,575 +155,169 +125%
KFS
111
Kelly Financial Services
Massachusetts
$12.8M 279,429 +11,622 +4%
KFSC
112
Keystone Financial Services (Colorado)
Colorado
$12.7M 256,685 -24,552 -9%
MFG
113
Merit Financial Group
Georgia
$12.7M 277,615 -6,328 -2%
ECM
114
Elgethun Capital Management
South Dakota
$12.5M 271,451 +271,451 New
AAS
115
Avantax Advisory Services
Texas
$12.2M 266,633 +67,281 +34%
TSA
116
Tri-Star Advisors
Texas
$12.1M 247,422 +14,970 +6%
CSPIA
117
Cary Street Partners Investment Advisory
Virginia
$11.9M 260,229 +170,662 +191%
EH
118
Equitable Holdings
New York
$11.7M 255,689 -5,022 -2%
T
119
TNF
Montana
$11.5M 235,467 +17,143 +8%
STA
120
Summit Trail Advisors
New York
$11.4M 248,389 +236,950 +2,071%
SHIM
121
Stone House Investment Management
Pennsylvania
$11.4M 247,435 +27,950 +13%
EA
122
Efficient Advisors
Ohio
$11.2M 245,151 -26,989 -10%
PFG
123
PAX Financial Group
Texas
$11.1M 242,971 -24,601 -9%
SFS
124
Security Financial Services
Indiana
$10.9M 237,333 +24,766 +12%
NCM
125
Northwest Capital Management
Oregon
$10.8M 234,790 -10,423 -4%
3 4
5
6 7