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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.

New
Increased
Maintained
Reduced
Closed
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 %
Creative Planning
151
Creative Planning
Kansas
$8.18M -$291K -6,353 -3%
FLA
152
Financial Life Advisors
Texas
$8.15M +$7.31M +159,250 +869%
TF
153
Trek Financial
Arizona
$8.09M +$1.23M +26,905 +18%
SEIA
154
Signature Estate & Investment Advisors
California
$8.03M +$8.03M +174,979 New
HPC
155
Hobart Private Capital
North Carolina
$7.83M -$111K -2,429 -1%
CSWG
156
Cardinal Strategic Wealth Guidance
Kentucky
$7.72M +$7.72M +168,229 New
BCM
157
Brookstone Capital Management
Illinois
$7.7M -$436K -9,185 -5%
Citigroup
158
Citigroup
New York
$7.65M +$15K +328 +0.2%
QC
159
Quent Capital
New York
$7.6M +$420K +9,150 +6%
CG
160
Colony Group
Massachusetts
$7.52M +$1.1M +24,056 +17%
NEWAS
161
N.E.W. Advisory Services
Wisconsin
$7.46M +$317K +6,914 +4%
CCM
162
Cullen Capital Management
New York
$7.42M +$5.66M +123,420 +322%
AR
163
Apeiron RIA
Texas
$7.33M +$1.17M +25,595 +19%
KOC
164
Koss-Olinger Consulting
Florida
$7.1M +$7.1M +154,777 New
APP
165
Avantax Planning Partners
Iowa
$7.05M +$5.73M +124,867 +433%
DE
166
Day & Ennis
Georgia
$6.94M -$1.18M -25,728 -15%
WP
167
WealthShield Partners
North Carolina
$6.91M +$664K +14,475 +11%
RFA
168
RTD Financial Advisors
Pennsylvania
$6.89M +$411K +8,969 +6%
ABC
169
Associated Banc-Corp
Wisconsin
$6.86M +$5.93M +129,211 +640%
NA
170
NewEdge Advisors
Louisiana
$6.81M +$786K +100,286 +13%
LFA
171
Legacy Financial Advisors
Kentucky
$6.8M +$532K +11,606 +8%
BHWM
172
Bay Harbor Wealth Management
Maryland
$6.75M +$932K +20,312 +16%
WAP
173
Wealthcare Advisory Partners
Pennsylvania
$6.75M -$1.48M -32,342 -18%
FFN
174
Focus Financial Network
Minnesota
$6.74M +$198K +4,326 +3%
KCM
175
Kathmere Capital Management
Pennsylvania
$6.72M +$85.1K +1,854 +1%
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