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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 %
NFP
351
Narus Financial Partners
Utah
$2.42M -$79.9K -1,533 -3%
FGAM
352
Financial Gravity Asset Management
Texas
$2.42M +$36.6K +8,622 +2%
PWMG
353
Provence Wealth Management Group
California
$2.42M -$410K -7,870 -15%
CAM
354
Concorde Asset Management
Michigan
$2.4M +$116K +2,224 +5%
PFS
355
Prospera Financial Services
Texas
$2.39M -$88.5K -1,698 -4%
GWP
356
Gateway Wealth Partners
Wisconsin
$2.37M +$63.9K +1,227 +3%
IFS
357
Ifrah Financial Services
Arkansas
$2.36M +$43.5K +835 +2%
WIA
358
World Investment Advisors
California
$2.33M -$740K -14,209 -24%
SIA
359
SkyView Investment Advisors
New Jersey
$2.32M +$336K +6,443 +17%
CM
360
Columbus Macro
Pennsylvania
$2.31M +$2.31M +44,438 New
BOSSRA
361
B.O.S.S. Retirement Advisors
Utah
$2.31M +$69.1K +1,326 +3%
EWA
362
EverSource Wealth Advisors
Alabama
$2.27M +$36.1K +693 +2%
O3W
363
Omni 360 Wealth
New Jersey
$2.23M +$2.23M +42,853 New
SWA
364
Sax Wealth Advisors
New Jersey
$2.22M +$35.5K +681 +2%
BIG
365
Bush Investment Group
Georgia
$2.22M +$2.22M +43,191 New
AFTS
366
American Financial & Tax Strategies
New York
$2.21M +$2.21M +42,337 New
BFEC
367
Benjamin F. Edwards & Company
Missouri
$2.2M +$84.3K +1,618 +4%
Franklin Resources
368
Franklin Resources
California
$2.19M +$411K +7,880 +23%
AG
369
Ascent Group
Virginia
$2.19M +$119K +2,325 +6%
ANTB
370
AMG National Trust Bank
Colorado
$2.18M -$41K -786 -2%
IIC
371
Ironwood Investment Counsel
Arizona
$2.17M -$5.42K -104 -0.2%
PCG
372
Prosperity Consulting Group
Maryland
$2.17M +$1.22M +23,511 +130%
GSC
373
G&S Capital
Colorado
$2.11M +$45.4K +872 +2%
FWM
374
Fortress Wealth Management
California
$2.09M -$65K -1,248 -3%
RW
375
Regimen Wealth
Georgia
$2.09M -$246K -4,713 -11%
13 14
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