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 %
RA
101
RFG Advisory
Alabama
$14.2M -$120K -2,447 -0.8%
1SB
102
1ST Source Bank
Indiana
$14.2M -$3.5M -71,505 -20%
PFA
103
Pettinga Financial Advisors
Indiana
$14.1M -$136K -2,784 -1%
CSWG
104
Cardinal Strategic Wealth Guidance
Kentucky
$14M -$14.1K -289 -0.1%
CFA
105
Cahill Financial Advisors
Minnesota
$13.6M +$1.14M +23,358 +9%
SB
106
Strategic Blueprint
Georgia
$13.5M -$1.76M -35,972 -12%
WWG
107
West Wealth Group
California
$13.4M +$293K +5,979 +2%
PL
108
Plancorp LLC
Missouri
$13.3M -$849K -17,350 -6%
OPS
109
Orion Portfolio Solutions
Nebraska
$13.2M +$1.19M +24,254 +10%
BCI
110
Brinker Capital Investments
Pennsylvania
$13.2M +$1.19M +24,254 +10%
TA
111
Townsend & Associates
Colorado
$13.1M +$6.69M +131,655 +104%
Bank of Montreal
112
Bank of Montreal
Ontario, Canada
$13.1M -$14.4K -290 -0.1%
Baird Financial Group
113
Baird Financial Group
Wisconsin
$13.1M -$87M -1,777,126 -87%
ECM
114
Elgethun Capital Management
South Dakota
$13M +$83K +1,696 +0.6%
GT
115
Greenleaf Trust
Michigan
$12.8M -$300K -6,128 -2%
CIAS
116
CFS Investment Advisory Services
New Jersey
$12.8M +$12.8M +261,799 New
SW
117
SteelPeak Wealth
California
$12.7M -$14K -287 -0.1%
BRWA
118
B. Riley Wealth Advisors
Florida
$12.4M +$222K +4,537 +2%
FLA
119
Financial Life Advisors
Texas
$12.3M +$2.55M +52,168 +26%
TAIM
120
TD Ameritrade Investment Management
Nebraska
$11.9M -$1.54M -31,500 -11%
NCM
121
Northwest Capital Management
Oregon
$11.8M +$49.1K +1,004 +0.4%
AAS
122
Avantax Advisory Services
Texas
$11.7M +$702K +14,353 +6%
STA
123
Summit Trail Advisors
New York
$11.7M -$2.59K -53 -0%
AWA
124
Arete Wealth Advisors
Illinois
$11.6M -$207K -4,234 -2%
MFG
125
Merit Financial Group
Georgia
$11M -$78K -1,594 -0.7%
3 4
5
6 7