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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 Holding Trade Value Shares
Change 		Shares
Change %
BFG
126
Buttonwood Financial Group
Missouri
$10.6M +$111K +2,429 +1%
OPS
127
Orion Portfolio Solutions
Nebraska
$10.5M +$2.14M +46,722 +26%
CFA
128
Cahill Financial Advisors
Minnesota
$10.4M -$2.33M -50,841 -18%
OWA
129
One Wealth Advisors
California
$10.3M +$2.35M +51,138 +30%
PWA
130
Physician Wealth Advisors
Utah
$10M +$1.21M +24,540 +14%
BFPW
131
BOK Financial Private Wealth
Colorado
$10M -$4.86M -105,914 -33%
LRWA
132
Long Run Wealth Advisors
New York
$10M +$250K +5,448 +3%
SFG
133
StrategIQ Financial Group
Indiana
$9.82M +$58.9K +1,283 +0.6%
CS
134
Comerica Securities
Michigan
$9.8M +$704K +15,348 +8%
MGIA
135
Moneta Group Investment Advisors
Missouri
$9.78M -$2.46M -49,708 -20%
CSPAM
136
Cary Street Partners Asset Management
Virginia
$9.7M +$858K +18,708 +10%
CFGS
137
Concourse Financial Group Securities
Alabama
$9.66M +$1.17M +25,417 +14%
WA
138
Wealth Alliance
New York
$9.58M +$1.53M +33,249 +19%
RIG
139
RiverFront Investment Group
Virginia
$9.56M +$2.15M +218,810 +29%
Bank of Montreal
140
Bank of Montreal
Ontario, Canada
$9.44M +$30.8K +665 +0.3%
COI
141
Connable Office Inc
Michigan
$9.35M -$10.5M -228,264 -53%
MAM
142
McLean Asset Management
Virginia
$9.33M -$836K -18,231 -8%
OAP
143
One Advisory Partners
Kansas
$9.19M +$377K +8,212 +4%
C1AG
144
Client 1st Advisory Group
Florida
$9.05M -$211K -4,599 -2%
CWP
145
Corepath Wealth Partners
Arizona
$8.89M +$172K +3,622 +2%
VOYA Investment Management
146
VOYA Investment Management
Georgia
$8.61M +$277K +6,046 +3%
IFA
147
Interactive Financial Advisors
Illinois
$8.54M +$105K +2,288 +1%
SPIA
148
Steward Partners Investment Advisory
New York
$8.49M +$1.4M +30,529 +20%
SL
149
SWMG LLC
Texas
$8.29M +$346K +7,542 +4%
FA
150
Fountainhead AM
New Jersey
$8.23M +$255K +5,549 +3%
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