EFV icon

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.

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
1
Envestnet Asset Management
Illinois
$2.63B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$369M
3
AOI
3
Auto-Owners Insurance
Michigan
$182M
4
LPL Financial
4
LPL Financial
California
$550M
5
AIA
5
Angeles Investment Advisors
California
$74.7M

Top Sellers

1
AWA
1
Arete Wealth Advisors
Illinois
$10.8B
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$755M
3
CCM
3
Causeway Capital Management
California
$0
4
Natixis Advisors
4
Natixis Advisors
Massachusetts
$23.8M
5
GIS
5
Grayhawk Investment Strategies
Alberta, Canada
$15.5M
Name Market Value Shares Shares
Change 		Shares
Change %
AWA
1
Arete Wealth Advisors
Illinois
$10.8B 236,237 -34,065 -13%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$2.63B 57,373,048 +7,374,338 +15%
Jones Financial Companies
3
Jones Financial Companies
Missouri
$755M 16,465,888 -18,116,842 -52%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$722M 15,741,800 -358,987 -2%
LPL Financial
5
LPL Financial
California
$550M 11,979,393 +1,680,250 +16%
Morgan Stanley
6
Morgan Stanley
New York
$520M 11,328,235 +872,912 +8%
BlackRock
7
BlackRock
New York
$424M 9,235,153 +838,495 +10%
US Bancorp
8
US Bancorp
Minnesota
$393M 8,567,778 +721,655 +9%
Bank of America
9
Bank of America
North Carolina
$390M 8,496,476 +805,938 +10%
JPMorgan Chase & Co
10
JPMorgan Chase & Co
New York
$369M 8,049,878 +7,237,924 +891%
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$299M 6,518,831 +1,011,028 +18%
PAS
12
Park Avenue Securities
New York
$270M 5,889,049 +686,822 +13%
Carson Wealth (CWM LLC)
13
Carson Wealth (CWM LLC)
Nebraska
$250M 5,438,533 -332,944 -6%
M&T Bank
14
M&T Bank
New York
$246M 5,367,520 -26,896 -0.5%
Osaic Holdings
15
Osaic Holdings
Arizona
$242M 5,270,014 +728,500 +16%
AOI
16
Auto-Owners Insurance
Michigan
$182M 3,963,000 +3,963,000 New
MML Investors Services
17
MML Investors Services
Massachusetts
$145M 3,164,438 +343,498 +12%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$135M 2,949,950 +332,472 +13%
MIS
19
Morningstar Investment Services
Illinois
$129M 2,760,422 -70,723 -2%
AllianceBernstein
20
AllianceBernstein
Tennessee
$128M 2,788,789 -562,837 -17%
UBS Group
21
UBS Group
Switzerland
$126M 2,753,164 +317,149 +13%
Wells Fargo
22
Wells Fargo
California
$119M 2,589,742 +349,018 +16%
Ameriprise
23
Ameriprise
Minnesota
$104M 2,280,079 -387,775 -15%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$100M 2,186,402 +618,240 +39%
Baird Financial Group
25
Baird Financial Group
Wisconsin
$92.1M 2,007,893 +48,562 +2%
1
2 3 4 5