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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.

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

Top Sellers

1
BL
Balentine LLC
Georgia
$1.48M
2
Jane Street
Jane Street
New York
$419M
3
Baird Financial Group
Baird Financial Group
Wisconsin
$13.1M
4
Morgan Stanley
Morgan Stanley
New York
$457M
5
MIS
Morningstar Investment Services
Illinois
$75.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
KFS
126
Kelly Financial Services
Massachusetts
$10.8M -$114K -2,339 -1%
MGIA
127
Moneta Group Investment Advisors
Missouri
$10.7M +$133K +2,720 +1%
CCWM
128
Cassaday & Co Wealth Management
Virginia
$10.6M -$294K -6,014 -3%
SFG
129
StrategIQ Financial Group
Indiana
$10.6M -$5.82K -119 -0.1%
LRWA
130
Long Run Wealth Advisors
New York
$10.2M +$399K +8,156 +4%
SA
131
Scarborough Advisors
Maryland
$10.2M -$675K -13,796 -6%
SHIM
132
Stone House Investment Management
Pennsylvania
$9.99M +$310K +6,338 +3%
CSPAM
133
Cary Street Partners Asset Management
Virginia
$9.94M -$11.6M -236,393 -54%
EA
134
Efficient Advisors
Ohio
$9.91M -$1.15M -23,573 -10%
CWP
135
Corepath Wealth Partners
Arizona
$9.87M +$294K +5,901 +3%
KFSC
136
Keystone Financial Services (Colorado)
Colorado
$9.74M -$489 -10 -0%
COI
137
Connable Office Inc
Michigan
$9.73M -$60.8K -1,242 -0.6%
LWA
138
Lineweaver Wealth Advisors
Ohio
$9.63M +$18.6K +381 +0.2%
T
139
TNF
Montana
$9.63M +$114K +2,324 +1%
BFPW
140
BOK Financial Private Wealth
Colorado
$9.57M -$362K -7,388 -4%
FA
141
Fountainhead AM
New Jersey
$9.53M +$501K +10,227 +6%
PAG
142
Private Advisor Group
New Jersey
$9.42M +$2.85M +56,386 +43%
VOYA Investment Management
143
VOYA Investment Management
Georgia
$9.23M -$730K -14,923 -7%
WA
144
Wealth Alliance
New York
$8.95M +$452K +9,231 +5%
PFG
145
PAX Financial Group
Texas
$8.77M -$323K -6,608 -4%
OWA
146
One Wealth Advisors
California
$8.7M +$536K +10,955 +7%
KTM
147
Keeler Thomas Management
Utah
$8.58M +$8.28M +168,915 +2,778%
Principal Financial Group
148
Principal Financial Group
Iowa
$8.53M +$2.38M +48,673 +39%
C1AG
149
Client 1st Advisory Group
Florida
$8.51M -$1.32M -26,871 -13%
MAM
150
McLean Asset Management
Virginia
$8.43M -$82.3K -1,681 -1%
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