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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 %
MSWMA
301
Market Street Wealth Management Advisors
Indiana
$3.5M +$137K +2,621 +4%
LF
302
Lantz Financial
Illinois
$3.48M -$9.27K -178 -0.3%
MWM
303
Mosley Wealth Management
California
$3.47M +$3.47M +66,567 New
PA
304
PFG Advisors
Arizona
$3.4M +$161K +3,097 +5%
SAW
305
Signal Advisors Wealth
Michigan
$3.31M +$3.31M +63,446 New
NFW
306
Noble Family Wealth
Florida
$3.3M +$170K +3,262 +5%
MWM
307
Maripau Wealth Management
Indiana
$3.28M -$532K -10,214 -14%
PFBT
308
Parkside Financial Bank & Trust
Missouri
$3.27M +$116K +2,234 +4%
DI
309
Disciplined Investments
Oklahoma
$3.2M -$32.5K -623 -1%
CWM
310
Centurion Wealth Management
Virginia
$3.19M -$354K -6,802 -10%
GW
311
GW & Wade
Massachusetts
$3.14M -$10.2K -195 -0.3%
HG
312
Harbor Group
New Hampshire
$3.12M +$2.59M +49,701 +488%
RSWM
313
Robertson Stephens Wealth Management
California
$3.08M +$869K +16,682 +39%
TCM
314
Telos Capital Management
California
$3.03M -$98.6K -1,893 -3%
RFP
315
RCS Financial Planning
Maryland
$3.03M +$615K +11,804 +25%
CA
316
CoreCap Advisors
Michigan
$3.02M +$435K +8,348 +17%
HPM
317
Hoxton Planning & Management
West Virginia
$3M -$162K -3,108 -5%
CFS
318
Commonwealth Financial Services
West Virginia
$2.99M -$2.87K -55 -0.1%
OCFG
319
O'Connor Financial Group
Illinois
$2.94M -$260K -4,995 -8%
GWM
320
Geneos Wealth Management
Colorado
$2.93M +$49.4K +948 +2%
AL
321
ADE LLC
Maryland
$2.93M +$2.4K +46 +0.1%
CS
322
Credit Suisse
Switzerland
$2.89M +$2.89M +55,426 New
TC
323
Telemus Capital
Michigan
$2.89M +$11.3K +216 +0.4%
CWM
324
Cranbrook Wealth Management
Michigan
$2.88M +$32.8K +630 +1%
WAL
325
W Advisors LLC
Tennessee
$2.84M -$141K -2,715 -5%
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