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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
Envestnet Asset Management
Illinois
+$338M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$332M
3
LPL Financial
LPL Financial
California
+$77.1M
4
AIA
Angeles Investment Advisors
California
+$71.6M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$56.8M

Top Sellers

1
AWA
Arete Wealth Advisors
Illinois
-$1.56B
2
Jones Financial Companies
Jones Financial Companies
Missouri
-$831M
3
CCM
Causeway Capital Management
California
-$162M
4
Natixis Advisors
Natixis Advisors
Massachusetts
-$62.7M
5
GIS
Grayhawk Investment Strategies
Alberta, Canada
-$39.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
KWM
176
Keebeck Wealth Management
Illinois
$6.7M +$2.13M +46,489 +47%
WFPG
177
Waller Financial Planning Group
Ohio
$6.68M -$39.2K -855 -0.6%
SL
178
Sentinus LLC
Illinois
$6.67M +$1.18M +25,681 +21%
ASN
179
Advisory Services Network
Georgia
$6.64M -$234K -5,110 -3%
VHAM
180
Van Hulzen Asset Management
California
$6.59M -$1.68M -36,583 -20%
CCM
181
Carlson Capital Management
Minnesota
$6.53M -$454K -9,895 -6%
BFA
182
BMS Financial Advisors
South Dakota
$6.51M +$2.78M +55,125 +74%
CWS
183
Cypress Wealth Services
California
$6.49M +$438K +9,543 +7%
FHA
184
First Horizon Advisors
Tennessee
$6.48M +$1.73M +37,668 +36%
FPAS
185
Focus Partners Advisor Solutions
Missouri
$6.44M +$1.5M +32,801 +31%
SCA
186
Snowden Capital Advisors
New York
$6.43M +$704K +15,347 +12%
Brown Advisory
187
Brown Advisory
Maryland
$6.38M +$3.97M +86,618 +165%
MGWM
188
Marks Group Wealth Management
Minnesota
$6.31M -$1.22M -26,559 -16%
PWM
189
Perigon Wealth Management
California
$6.19M +$896K +19,536 +17%
TC
190
TAP Consulting
Missouri
$6.19M +$6.19M +134,816 New
SWM
191
SigFig Wealth Management
California
$6.17M +$849K +16,085 +16%
TWM
192
Tanglewood Wealth Management
Texas
$6.16M +$1.67M +36,448 +37%
MYIA
193
Mount Yale Investment Advisors
Colorado
$6.12M +$2.69M +58,715 +79%
C
194
CFO4Life
Texas
$6M +$6M +130,771 New
CG
195
CFO4Life Group
Texas
$6M +$6M +130,771 New
Northern Trust
196
Northern Trust
Illinois
$6M -$753K -16,407 -11%
ICMP
197
Integrated Capital Management (Pennsylvania)
Pennsylvania
$5.98M -$28.8K -627 -0.5%
PP
198
PrairieView Partners
Minnesota
$5.89M -$1.34M -29,113 -18%
SCA
199
STALEY CAPITAL ADVISERS
Pennsylvania
$5.8M -$229K -5,000 -4%
Cerity Partners
200
Cerity Partners
New York
$5.79M +$2.93M +45,422 +102%
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