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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 %
BCM
176
Brookstone Capital Management
Illinois
$8.14M +$2.61M +54,661 +47%
Comerica Bank
177
Comerica Bank
Texas
$8.12M +$8.12M +165,951 New
APP
178
Avantax Planning Partners
Iowa
$7.91M +$349K +7,126 +5%
DE
179
Day & Ennis
Georgia
$7.74M +$1.52M +31,037 +24%
RIA
180
Regal Investment Advisors
Michigan
$7.69M +$2.72M +55,520 +55%
CAM
181
Cobblestone Asset Management
Virginia
$7.56M +$7.56M +154,487 New
BHWM
182
Bay Harbor Wealth Management
Maryland
$7.47M +$2.45M +50,141 +49%
LWM
183
Liberty Wealth Management
California
$7.24M +$1.38M +28,179 +24%
CCMG
184
Clark Capital Management Group
Pennsylvania
$7.19M +$6.16M +125,952 +600%
KOC
185
Koss-Olinger Consulting
Florida
$7.14M -$27K -551 -0.4%
NEWAS
186
N.E.W. Advisory Services
Wisconsin
$7.11M +$206K +4,206 +3%
TC
187
TownSquare Capital
Utah
$7.07M +$4.38M +89,419 +162%
MFS
188
Madrona Financial Services
Washington
$7.05M +$6.06M +123,876 +612%
SCA
189
Snowden Capital Advisors
New York
$6.99M +$2.3M +47,089 +49%
KPWS
190
Kestra Private Wealth Services
Texas
$6.93M +$1.08M +22,091 +18%
WF
191
Williams Financial
Vermont
$6.91M +$1.93M +39,359 +39%
FPAS
192
Focus Partners Advisor Solutions
Missouri
$6.88M -$66.8K -1,366 -1%
FFN
193
Focus Financial Network
Minnesota
$6.84M +$1.5M +30,685 +28%
FHA
194
First Horizon Advisors
Tennessee
$6.83M +$1.79M +36,651 +36%
C1AG
195
Client 1st Advisory Group
Florida
$6.81M -$1.7M -34,692 -20%
MSRPS
196
Maryland State Retirement & Pension System
Maryland
$6.79M +$3.03M +61,877 +80%
VCA
197
Verdence Capital Advisors
Maryland
$6.77M +$129K +2,637 +2%
CCM
198
Carlson Capital Management
Minnesota
$6.73M +$2.5K +51 +0%
WFPG
199
Waller Financial Planning Group
Ohio
$6.54M -$10.6K -217 -0.2%
Northern Trust
200
Northern Trust
Illinois
$6.39M -$92.3K -1,887 -1%
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