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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
$2.63B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$369M
3
LPL Financial
LPL Financial
California
$550M
4
AIA
Angeles Investment Advisors
California
$74.7M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$75.3M

Top Sellers

1
AWA
Arete Wealth Advisors
Illinois
$10.8B
2
Jones Financial Companies
Jones Financial Companies
Missouri
$755M
3
CCM
Causeway Capital Management
California
$0
4
Natixis Advisors
Natixis Advisors
Massachusetts
$23.8M
5
GIS
Grayhawk Investment Strategies
Alberta, Canada
$15.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
201
Spire Wealth Management
Virginia
$5.78M +$760K +16,561 +15%
SW
202
Simplicity Wealth
New Jersey
$5.74M +$5.38M +117,302 +1,488%
Principal Financial Group
203
Principal Financial Group
Iowa
$5.56M +$1.71M +37,281 +44%
AWM
204
Apollon Wealth Management
South Carolina
$5.56M +$4.23M +92,151 +316%
TA
205
Townsend & Associates
Colorado
$5.51M +$5.51M +111,161 New
AWMNH
206
Arcadia Wealth Management (New Hampshire)
New Hampshire
$5.43M +$5.43M +118,300 New
USCWA
207
U.S. Capital Wealth Advisors
Texas
$5.28M +$2.67M +58,146 +102%
MWM
208
Merriman Wealth Management
Washington
$5.2M +$4.48M +97,588 +619%
FFA
209
Farther Finance Advisors
California
$5.16M +$5.16M +112,510 New
PWPS
210
Pinnacle Wealth Planning Services
Ohio
$5.15M +$1M +21,805 +24%
SXL
211
Summit X LLC
Missouri
$5.05M -$544K -12,542 -10%
IIC
212
Ironwood Investment Counsel
Arizona
$5.04M +$5.04M +109,817 New
PAG
213
Private Advisor Group
New Jersey
$5.02M +$47.9K +1,405 +1%
BSWA
214
Bromfield Sneider Wealth Advisors
Massachusetts
$4.96M +$8.17K +178 +0.2%
William Blair & Company
215
William Blair & Company
Illinois
$4.93M +$2.83M +61,602 +134%
GT
216
Glenmede Trust
Pennsylvania
$4.93M +$775K +16,890 +19%
ACA
217
Atlas Capital Advisors
Wyoming
$4.88M -$1.94M -42,210 -28%
MFA
218
Mayflower Financial Advisors
Massachusetts
$4.79M +$2.2M +47,846 +85%
NWM
219
Northwest Wealth Management
Iowa
$4.73M +$235K +5,114 +5%
EL
220
EQ LLC
Washington
$4.69M -$3.68M -80,185 -44%
GP
221
Girard Partners
Pennsylvania
$4.66M -$120K -2,610 -3%
HPM
222
Hoxton Planning & Management
West Virginia
$4.54M +$4.54M +99,047 New
WT
223
Whittier Trust
California
$4.54M +$1.06M +22,999 +30%
WA
224
Wealth Architects
California
$4.48M +$4.05M +88,336 +954%
NL
225
NWAM LLC
Washington
$4.47M +$384K +8,366 +9%
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