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iShares MSCI EAFE Value ETF
EFV

Overview Fund Activity

825 hedge funds and large institutions have $15.4B invested in iShares MSCI EAFE Value ETF in 2023 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 398 increasing their positions, 222 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
825
Holders Change
+19
Holders Change %
+2.36%
% of All Funds
13.15%
Holding in Top 10
89
Holding in Top 10 Change
+26
Holding in Top 10 Change %
+41.27%
% of All Funds
1.42%
New
67
Increased
398
Reduced
222
Closed
41
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$2.73B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$545M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$379M
4
LPL Financial
4
LPL Financial
California
$631M
5
BlackRock
5
BlackRock
New York
$403M

Top Sellers

1
Jane Street
1
Jane Street
New York
$4.31M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
M&T Bank
3
M&T Bank
New York
$150M
4
MIS
4
Morningstar Investment Services
Illinois
$43M
5
Barrow, Hanley, Mewhinney & Strauss
5
Barrow, Hanley, Mewhinney & Strauss
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FLA
126
Financial Life Advisors
Texas
$12.8M +$428K +8,737 +3%
OWA
127
One Wealth Advisors
California
$12.6M +$3.92M +80,144 +45%
T
128
TNF
Montana
$12.5M +$3.14M +65,960 +34%
KFS
129
Kelly Financial Services
Massachusetts
$12.5M +$1.69M +34,604 +16%
PFG
130
PAX Financial Group
Texas
$12M +$3.25M +66,324 +37%
SFS
131
Security Financial Services
Indiana
$11.9M +$4.53M +92,499 +62%
VOYA Investment Management
132
VOYA Investment Management
Georgia
$11.7M +$2.48M +50,613 +27%
STA
133
Summit Trail Advisors
New York
$11.6M -$20.4K -417 -0.2%
PWA
134
Physician Wealth Advisors
Utah
$11.6M +$3.48M +71,999 +43%
NCM
135
Northwest Capital Management
Oregon
$11.5M -$275K -5,611 -2%
MGIA
136
Moneta Group Investment Advisors
Missouri
$11.2M +$438K +8,949 +4%
BFG
137
Buttonwood Financial Group
Missouri
$11M -$2.69M -57,027 -20%
CFGS
138
Concourse Financial Group Securities
Alabama
$10.9M +$3.22M +65,736 +42%
SXL
139
Summit X LLC
Missouri
$10.9M +$3.44M +70,259 +46%
OAP
140
One Advisory Partners
Kansas
$10.9M +$2.88M +58,832 +36%
KTM
141
Keeler Thomas Management
Utah
$10.8M +$2.02M +40,087 +23%
CS
142
Comerica Securities
Michigan
$10.7M +$3.28M +66,956 +44%
SFG
143
StrategIQ Financial Group
Indiana
$10.7M +$64K +1,307 +0.6%
KWM
144
Keebeck Wealth Management
Illinois
$10.6M +$3.65M +74,581 +52%
LRWA
145
Long Run Wealth Advisors
New York
$10.5M +$329K +6,714 +3%
CCWM
146
Cassaday & Co Wealth Management
Virginia
$10.5M -$171K -3,503 -2%
SPIA
147
Steward Partners Investment Advisory
New York
$10.4M +$3.37M +68,868 +48%
TF
148
Trek Financial
Arizona
$10.1M +$3.58M +73,120 +54%
CWP
149
Corepath Wealth Partners
Arizona
$9.98M +$409K +8,448 +4%
FFA
150
Farther Finance Advisors
California
$9.92M +$4.27M +87,236 +76%
4 5
6
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