EFV icon

iShares MSCI EAFE Value ETF
EFV

Overview Fund Activity

886 hedge funds and large institutions have $16.2B invested in iShares MSCI EAFE Value ETF in 2023 Q4 according to their latest regulatory filings, with 141 funds opening new positions, 281 increasing their positions, 369 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
886
Holders Change
+61
Holders Change %
+7.39%
% of All Funds
12.99%
Holding in Top 10
105
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+17.98%
% of All Funds
1.54%
New
141
Increased
281
Reduced
369
Closed
65
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$1.06B
2
Baird Financial Group
Baird Financial Group
Wisconsin
$118M
3
UCFA
United Capital Financial Advisors
Texas
$77.8M
4
MIS
Morningstar Investment Services
Illinois
$91.3M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$622M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$2.59B
2
Osaic Holdings
Osaic Holdings
Arizona
$228M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$211M
4
BlackRock
BlackRock
New York
$331M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$219M
Name Holding Trade Value Shares
Change 		Shares
Change %
OWMIAS
226
One Wealth Management Investment & Advisory Services
Florida
$5.94M +$5.94M +113,953 New
SWM
227
SigFig Wealth Management
California
$5.87M -$667K -12,810 -10%
GIS
228
Grayhawk Investment Strategies
Alberta, Canada
$5.86M -$453K -8,700 -7%
WAP
229
Wealthcare Advisory Partners
Pennsylvania
$5.86M +$357K +6,859 +6%
WEG
230
World Equity Group
Illinois
$5.72M +$121K +2,312 +2%
BSWA
231
Bromfield Sneider Wealth Advisors
Massachusetts
$5.72M +$15.9K +305 +0.3%
C1AG
232
Client 1st Advisory Group
Florida
$5.57M -$1.69M -32,376 -23%
ACA
233
Atlas Capital Advisors
Wyoming
$5.41M -$158K -3,034 -3%
RP
234
Riverwater Partners
Wisconsin
$5.35M +$3.78M +72,568 +241%
ECG
235
Edge Capital Group
Georgia
$5.35M +$40.2K +771 +0.8%
CG
236
Clifford Group
Massachusetts
$5.23M -$113K -2,168 -2%
NSIM
237
North Star Investment Management
Illinois
$5.18M -$1.93K -37 -0%
SVWG
238
Shared Vision Wealth Group
United States
$5.14M +$5.14M +98,632 New
SWP
239
ShoreHaven Wealth Partners
New Jersey
$5.1M -$695K -13,341 -12%
GRP
240
Global Retirement Partners
California
$5.1M +$185K +3,621 +4%
CA
241
CSM Advisors
Pennsylvania
$5.06M -$17.7K -340 -0.3%
NWM
242
Northwest Wealth Management
Iowa
$5.04M -$116K -2,232 -2%
SPAS
243
Spectrum Planning & Advisory Services
California
$5M -$581K -11,153 -10%
FWP
244
Firethorn Wealth Partners
Georgia
$4.97M -$207K -3,977 -4%
EL
245
EQ LLC
Washington
$4.96M -$677K -12,996 -12%
NC
246
Napatree Capital
Rhode Island
$4.95M +$4.95M +94,974 New
AA
247
Advisory Alpha
Michigan
$4.94M -$890K -17,085 -15%
FAT
248
First American Trust
California
$4.87M -$280K -5,382 -5%
MWM
249
Merriman Wealth Management
Washington
$4.75M -$659K -12,658 -12%
BBWP
250
Beacon Bridge Wealth Partners
Pennsylvania
$4.74M +$471K +9,038 +11%
8 9
10
11 12