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 %
DWT
251
Dorsey & Whitney Trust
South Dakota
$4.73M – – –
WA
252
Wealth Architects
California
$4.72M -$215K -4,133 -4%
SHF
253
Stage Harbor Financial
Massachusetts
$4.71M +$4.71M +90,484 New
Cerity Partners
254
Cerity Partners
New York
$4.71M +$2.02M +38,816 +75%
USCWA
255
U.S. Capital Wealth Advisors
Texas
$4.69M +$402K +7,709 +9%
MLA
256
My Legacy Advisors
Oregon
$4.58M +$228K +4,387 +5%
QWP
257
Quotient Wealth Partners
Texas
$4.56M +$4.56M +87,464 New
CAG
258
Csenge Advisory Group
Florida
$4.55M -$381K -7,305 -8%
MCA
259
Maryland Capital Advisors
Maryland
$4.52M -$44.5K -855 -1%
RT
260
Rockland Trust
Massachusetts
$4.5M -$124K -2,373 -3%
PS
261
Principal Securities
Iowa
$4.47M +$4.47M +85,860 New
ZF
262
Zhang Financial
Michigan
$4.47M -$53.2K -1,022 -1%
SFA
263
Seneca Financial Advisors
New York
$4.44M +$720K +13,814 +19%
MA
264
Mutual Advisors
Nebraska
$4.44M +$204K +3,921 +5%
SYBT
265
Stock Yards Bank & Trust
Kentucky
$4.42M -$288K -5,533 -6%
Brown Advisory
266
Brown Advisory
Maryland
$4.4M +$18.1K +347 +0.4%
FMTCOCP
267
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$4.38M +$4.29M +82,440 +5,036%
EWA
268
Elevate Wealth Advisory
Georgia
$4.37M +$4.37M +83,968 New
TVM
269
True Vision MN
Minnesota
$4.37M +$4.37M +83,877 New
1WA
270
180 Wealth Advisors
Washington
$4.36M -$72.8K -1,407 -2%
TWM
271
Tradition Wealth Management
Minnesota
$4.36M -$509K -9,769 -10%
AF
272
Advisornet Financial
Minnesota
$4.33M +$121K +2,321 +3%
KV
273
Kickstand Ventures
New York
$4.31M +$630K +12,083 +17%
VW
274
Vance Wealth
California
$4.29M +$181K +3,477 +4%
MWS
275
Maxwell Wealth Strategies
California
$4.22M +$4.22M +81,057 New
9 10
11
12 13