iShares MSCI EAFE Value ETF
890 hedge funds and large institutions have $14.9B invested in iShares MSCI EAFE Value ETF in 2024 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 243 increasing their positions, 450 reducing their positions, and 58 closing their positions.
28% more first-time investments, than exits
New positions opened: 74 | Existing positions closed: 58
0% less funds holding
Funds holding: 891 → 890 (-1)
7.41% less ownership
Funds ownership: 93.75% → 86.34% (-7.4%)
8% less capital invested
Capital invested by funds: $16.2B → $14.9B (-$1.24B)
22% less funds holding in top 10
Funds holding in top 10: 105 → 82 (-23)
46% less repeat investments, than reductions
Existing positions increased: 243 | Existing positions reduced: 450
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$517M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$129M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$100M |
| 4 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$41.9M |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$27.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$672M |
| 2 |
Morgan Stanley
New York
|
-$571M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$193M |
| 4 |
LPL Financial
San Diego,
California
|
-$149M |
| 5 |
Envestnet Portfolio Solutions
Chicago,
Illinois
|
-$91M |
EFV Hedge Fund Activity: Q1 2024 in Review
890 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE Value ETF (EFV) for Q1 2024, worth a combined $14.9B — down 7.7% from $16.2B a quarter earlier.
Buyers outnumbered sellers: 74 funds opened new EFV positions and 58 closed out — a net gain of 16 holders — while 243 added to existing stakes and 450 trimmed.
The largest buyer was Jane Street, opening a new position worth an estimated $517M. The largest seller was Envestnet Asset Management, cutting an estimated $672M.
- 890 institutional investors held iShares MSCI EAFE Value ETF (EFV) as of Q1 2024, down from 891 in Q4 2023.
- Funds reported $14.9B of iShares MSCI EAFE Value ETF stock for Q1 2024, down 7.7% quarter-over-quarter.
- 74 funds opened new iShares MSCI EAFE Value ETF positions in Q1 2024 and 58 closed out, a net change of +16 holders.
- The largest iShares MSCI EAFE Value ETF buyer in Q1 2024 was Jane Street, an estimated $517M added.
- The largest iShares MSCI EAFE Value ETF seller in Q1 2024 was Envestnet Asset Management, an estimated $672M sold.
Based on aggregated 13F filings for Q1 2024.