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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 %
MA
276
MONECO Advisors
Connecticut
$4.21M +$4.21M +80,882 New
MBT
277
Montecito Bank & Trust
California
$4.19M +$457K +8,777 +12%
EH
278
Equitable Holdings
New York
$4.18M +$1.08M +20,659 +35%
MFA
279
Mayflower Financial Advisors
Massachusetts
$4.17M +$651K +12,497 +18%
MAM
280
MMA Asset Management
Pennsylvania
$4.16M +$175K +3,362 +4%
FRA
281
FFG Retirement Advisors
Colorado
$4.15M -$260K -4,991 -6%
DI
282
DFPG Investments
Utah
$4.11M +$509K +9,874 +14%
Squarepoint
283
Squarepoint
New York
$4.08M +$4.08M +78,323 New
BWCS
284
Beirne Wealth Consulting Services
Connecticut
$4.03M +$352K +6,762 +10%
CFO
285
Collective Family Office
Pennsylvania
$4.02M +$54.7K +1,050 +1%
FHB
286
First Hawaiian Bank
Hawaii
$4.01M – – –
HS
287
Horan Securities
United States
$3.92M +$152K +2,913 +4%
LNC
288
Lincoln National Corp
Pennsylvania
$3.82M +$1.38M +26,392 +56%
AssetMark Inc
289
AssetMark Inc
California
$3.8M -$253K -4,851 -6%
PCIG
290
Partners Capital Investment Group
Massachusetts
$3.77M +$11.8K +227 +0.3%
BWM
291
Baystate Wealth Management
Massachusetts
$3.77M -$302K -5,788 -7%
AWM
292
Apollon Wealth Management
South Carolina
$3.72M +$499K +9,585 +15%
Renaissance Technologies
293
Renaissance Technologies
New York
$3.68M +$3.68M +70,600 New
KFG
294
Kingdom Financial Group
Arizona
$3.64M -$80.2K -1,540 -2%
AWE
295
Avidian Wealth Enterprises
Texas
$3.63M -$168K -3,230 -4%
HI
296
Harbour Investments
Wisconsin
$3.63M -$613K -11,771 -14%
P
297
Pitcairn
Pennsylvania
$3.62M – – –
SWA
298
Stratos Wealth Advisors
Ohio
$3.6M +$12.9K +247 +0.4%
FWMM
299
Foundation Wealth Management (Missouri)
Missouri
$3.58M -$30.4K -584 -0.8%
SCM
300
SOL Capital Management
Maryland
$3.57M +$43.2K +830 +1%
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