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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 %
Creative Planning
151
Creative Planning
Kansas
$8.41M -$434K -8,876 -5%
ACA
152
Affinity Capital Advisors
California
$8.38M +$5.24M +107,093 +167%
PWA
153
Physician Wealth Advisors
Utah
$8.26M +$177K +3,598 +2%
ABC
154
Associated Banc-Corp
Wisconsin
$8.2M +$18.4K +376 +0.2%
QC
155
Quent Capital
New York
$8.19M +$107K +2,185 +1%
RFA
156
RTD Financial Advisors
Pennsylvania
$8.05M +$334K +6,824 +4%
OAP
157
One Advisory Partners
Kansas
$8.03M +$101K +2,069 +1%
SL
158
Sentinus LLC
Illinois
$8.02M -$777K -15,885 -9%
CFGS
159
Concourse Financial Group Securities
Alabama
$7.73M +$51K +1,042 +0.7%
APP
160
Avantax Planning Partners
Iowa
$7.56M +$34.1K +697 +0.5%
SXL
161
Summit X LLC
Missouri
$7.5M -$209K -4,262 -3%
CS
162
Comerica Securities
Michigan
$7.47M -$72.8K -1,488 -1%
SFS
163
Security Financial Services
Indiana
$7.36M -$275K -5,614 -4%
SW
164
Simplicity Wealth
New Jersey
$7.22M -$126K -2,581 -2%
SS
165
Simplicity Solutions
Minnesota
$7.22M +$952K +19,453 +15%
KOC
166
Koss-Olinger Consulting
Florida
$7.17M -$57K -1,165 -0.8%
SWM
167
Spire Wealth Management
Virginia
$7.08M -$77.7K -1,588 -1%
CL
168
Choreo LLC
Illinois
$7.07M +$231K +4,711 +3%
SPIA
169
Steward Partners Investment Advisory
New York
$7.07M +$718K +14,680 +11%
WAP
170
Wealthcare Advisory Partners
Pennsylvania
$7.05M -$316K -6,462 -4%
KWM
171
Keebeck Wealth Management
Illinois
$6.97M +$756K +15,443 +12%
FPAS
172
Focus Partners Advisor Solutions
Missouri
$6.95M -$78K -1,594 -1%
NEWAS
173
N.E.W. Advisory Services
Wisconsin
$6.9M -$230K -4,707 -3%
AR
174
Apeiron RIA
Texas
$6.82M -$47.2K -964 -0.7%
CWS
175
Cypress Wealth Services
California
$6.76M -$18.9K -379 -0.3%
5 6
7
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