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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 %
PWPS
201
Pinnacle Wealth Planning Services
Ohio
$5.65M +$236K +4,827 +4%
AA
202
Advisory Alpha
Michigan
$5.63M +$1.04M +21,195 +23%
BCM
203
Brookstone Capital Management
Illinois
$5.6M +$86.3K +1,790 +2%
VHAM
204
Van Hulzen Asset Management
California
$5.39M -$8.57K -175 -0.2%
BSWA
205
Bromfield Sneider Wealth Advisors
Massachusetts
$5.35M +$21.2K +433 +0.4%
GT
206
Glenmede Trust
Pennsylvania
$5.34M – – –
FFN
207
Focus Financial Network
Minnesota
$5.34M +$132K +2,697 +3%
ECG
208
Edge Capital Group
Georgia
$5.33M +$455K +9,299 +9%
William Blair & Company
209
William Blair & Company
Illinois
$5.29M +$514K +10,493 +11%
MWM
210
Merriman Wealth Management
Washington
$5.26M -$409K -8,357 -7%
CSPIA
211
Cary Street Partners Investment Advisory
Virginia
$5.11M -$6.93M -141,622 -58%
FHA
212
First Horizon Advisors
Tennessee
$5.04M +$159K +3,249 +3%
BHWM
213
Bay Harbor Wealth Management
Maryland
$5.02M -$65.5K -1,339 -1%
WF
214
Williams Financial
Vermont
$4.99M +$138K +2,819 +3%
PFP
215
Pinnacle Financial Partners
Tennessee
$4.98M +$530K +10,837 +12%
RIA
216
Regal Investment Advisors
Michigan
$4.98M +$11.5K +234 +0.2%
JFGIW
217
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4.97M -$545K -11,130 -10%
NWM
218
Northwest Wealth Management
Iowa
$4.83M -$82.3K -1,682 -2%
NSIM
219
North Star Investment Management
Illinois
$4.81M +$143K +2,919 +3%
EL
220
EQ LLC
Washington
$4.78M +$159K +3,258 +3%
CA
221
CSM Advisors
Pennsylvania
$4.77M +$52.2K +1,066 +1%
CFO
222
Callan Family Office
Pennsylvania
$4.76M +$5.38K +110 +0.1%
JIC
223
Johnson Investment Counsel
Ohio
$4.76M +$299K +6,119 +7%
IA
224
IFP Advisors
Florida
$4.76M +$30.7K +627 +0.6%
FAT
225
First American Trust
California
$4.71M +$127K +2,590 +3%
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