iShares MSCI EAFE Value ETF
891 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 143 funds opening new positions, 283 increasing their positions, 369 reducing their positions, and 65 closing their positions.
120% more first-time investments, than exits
New positions opened: 143 | Existing positions closed: 65
18% more funds holding in top 10
Funds holding in top 10: 89 → 105 (+16)
8% more funds holding
Funds holding: 828 → 891 (+63)
5% more capital invested
Capital invested by funds: $15.4B → $16.2B (+$807M)
3.03% more ownership
Funds ownership: 90.72% → 93.75% (+3%)
23% less repeat investments, than reductions
Existing positions increased: 283 | Existing positions reduced: 369
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$463M |
| 2 |
Baird Financial Group
Milwaukee,
Wisconsin
|
+$98.4M |
| 3 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$73.1M |
| 4 |
MIS
Morningstar Investment Services
Chicago,
Illinois
|
+$43.6M |
| 5 |
JP Morgan Chase
New York
|
+$39.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$299M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$167M |
| 3 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$121M |
| 4 |
BlackRock
New York
|
-$92.7M |
| 5 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$66.5M |
EFV Hedge Fund Activity: Q4 2023 in Review
891 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE Value ETF (EFV) for Q4 2023, worth a combined $16.2B — up 5.3% from $15.4B a quarter earlier.
Buyers outnumbered sellers: 143 funds opened new EFV positions and 65 closed out — a net gain of 78 holders — while 283 added to existing stakes and 369 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $463M. The largest seller was Envestnet Asset Management, cutting an estimated $299M.
- 891 institutional investors held iShares MSCI EAFE Value ETF (EFV) as of Q4 2023, up from 828 in Q3 2023.
- Funds reported $16.2B of iShares MSCI EAFE Value ETF stock for Q4 2023, up 5.3% quarter-over-quarter.
- 143 funds opened new iShares MSCI EAFE Value ETF positions in Q4 2023 and 65 closed out, a net change of +78 holders.
- The largest iShares MSCI EAFE Value ETF buyer in Q4 2023 was Morgan Stanley, an estimated $463M added.
- The largest iShares MSCI EAFE Value ETF seller in Q4 2023 was Envestnet Asset Management, an estimated $299M sold.
Based on aggregated 13F filings for Q4 2023.