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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 %
CC
326
Copperleaf Capital
North Carolina
$2.82M -$505K -9,698 -15%
VCP
327
Verus Capital Partners
Arizona
$2.81M +$1.31M +25,075 +87%
WWP
328
WR Wealth Planners
Missouri
$2.76M -$340K -6,522 -11%
SFS
329
Summit Financial Strategies
Ohio
$2.75M -$373K -7,157 -12%
IA
330
IFG Advisory
Georgia
$2.69M -$141K -2,699 -5%
WT
331
Whittier Trust
California
$2.67M -$1M -19,290 -27%
DL
332
DOHJ LLC
Washington
$2.67M +$2.67M +51,156 New
SFS
333
Sowell Financial Services
Arkansas
$2.66M -$669K -12,840 -20%
KFI
334
Key Financial Inc
Pennsylvania
$2.63M -$125K -2,396 -5%
FEG
335
Fund Evaluation Group
Ohio
$2.58M -$221K -4,240 -8%
HNB
336
Huntington National Bank
Ohio
$2.58M -$2.39M – –
KWS
337
Keystone Wealth Services
California
$2.58M +$8.18K +157 +0.3%
DI
338
DAGCO Inc
Ohio
$2.58M +$2.58M +49,471 New
DWS
339
Dynamic Wealth Strategies
California
$2.58M +$2.58M +49,471 New
EFG
340
Ehrlich Financial Group
California
$2.56M +$2.56M +49,196 New
LFG
341
Larson Financial Group
Missouri
$2.53M +$581K +11,146 +30%
BWM
342
BlackDiamond Wealth Management
New York
$2.51M -$27.9K -547 -1%
LSA
343
Lansing Street Advisors
Pennsylvania
$2.51M +$2.51M +48,138 New
CIBC World Market
344
CIBC World Market
Ontario, Canada
$2.51M +$50.8K +974 +2%
CIA
345
Concurrent Investment Advisors
Florida
$2.49M +$2.49M +47,720 New
CC
346
Courier Capital
New York
$2.46M +$920K +17,660 +60%
BBNA
347
Bremer Bank National Association
Minnesota
$2.46M – – –
QPWM
348
Quadrant Private Wealth Management
Pennsylvania
$2.44M -$11K -211 -0.4%
TCA
349
Transcend Capital Advisors
New Jersey
$2.42M +$18.4K +353 +0.8%
VWM
350
Venturi Wealth Management
Texas
$2.42M -$469K -9,010 -16%
12 13
14
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