EFV icon

iShares MSCI EAFE Value ETF

794 hedge funds and large institutions have $13.4B invested in iShares MSCI EAFE Value ETF in 2023 Q1 according to their latest regulatory filings, with 84 funds opening new positions, 216 increasing their positions, 376 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
794
Holders Change
-3
Holders Change %
-0.38%
% of All Funds
12.71%
Holding in Top 10
71
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-17.44%
% of All Funds
1.14%
New
84
Increased
216
Reduced
376
Closed
70
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LWM
201
Liberty Wealth Management
California
$5.78M +$5.78M +119,044 New
BW
202
BIP Wealth
Georgia
$5.74M +$5.74M +118,174 New
BCM
203
Brookstone Capital Management
Illinois
$5.7M -$2.39M -47,868 -30%
MWM
204
Merriman Wealth Management
Washington
$5.62M +$119K +2,459 +2%
JFGIW
205
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$5.47M -$11.4M -235,399 -68%
AWMNH
206
Arcadia Wealth Management (New Hampshire)
New Hampshire
$5.46M -$284K -5,852 -5%
PWPS
207
Pinnacle Wealth Planning Services
Ohio
$5.37M -$83.2K -1,715 -2%
VHAM
208
Van Hulzen Asset Management
California
$5.36M -$1.61M -33,208 -23%
GT
209
Glenmede Trust
Pennsylvania
$5.34M +$133K +2,742 +3%
BSWA
210
Bromfield Sneider Wealth Advisors
Massachusetts
$5.29M +$43.7K +900 +0.8%
IA
211
IFP Advisors
Florida
$5.21M +$1.04M +19,338 +25%
WIA
212
World Investment Advisors
California
$5.18M +$1.35M +27,913 +35%
FFN
213
Focus Financial Network
Minnesota
$5.17M -$1.97M -40,563 -28%
FFA
214
Farther Finance Advisors
California
$5.14M -$315K -6,501 -6%
BHWM
215
Bay Harbor Wealth Management
Maryland
$5.04M -$2.1M -43,335 -29%
SCA
216
Snowden Capital Advisors
New York
$4.94M -$1.87M -38,477 -27%
RIA
217
Regal Investment Advisors
Michigan
$4.92M +$232K +4,785 +5%
NWM
218
Northwest Wealth Management
Iowa
$4.87M -$132K -2,722 -3%
FHA
219
First Horizon Advisors
Tennessee
$4.84M -$2.02M -41,621 -29%
ECG
220
Edge Capital Group
Georgia
$4.84M +$752K +15,505 +18%
WF
221
Williams Financial
Vermont
$4.81M +$616K +12,689 +15%
KPWS
222
Kestra Private Wealth Services
Texas
$4.8M +$3.73M +76,834 +349%
William Blair & Company
223
William Blair & Company
Illinois
$4.74M -$479K -9,878 -9%
CFO
224
Callan Family Office
Pennsylvania
$4.72M -$4.37K -90 -0.1%
CA
225
CSM Advisors
Pennsylvania
$4.68M +$372K +7,655 +9%