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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
1
Morgan Stanley
New York
$1.06B
2
Baird Financial Group
2
Baird Financial Group
Wisconsin
$118M
3
UCFA
3
United Capital Financial Advisors
Texas
$77.8M
4
MIS
4
Morningstar Investment Services
Illinois
$91.3M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$622M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$2.59B
2
Osaic Holdings
2
Osaic Holdings
Arizona
$228M
3
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$211M
4
BlackRock
4
BlackRock
New York
$331M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$219M
Name Holding Trade Value Shares
Change 		Shares
Change %
MIS
26
Morningstar Investment Services
Illinois
$91.3M +$45.9M +881,408 +101%
OIA
27
OneDigital Investment Advisors
Kansas
$89M -$3.67M -70,478 -4%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$88.8M +$247K +4,733 +0.3%
MWM
29
Modera Wealth Management
New Jersey
$86.3M -$1.86M -35,761 -2%
AWM
30
AE Wealth Management
Kansas
$82.4M +$5.11M +99,066 +7%
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$79.7M -$10M -192,865 -11%
UCFA
32
United Capital Financial Advisors
Texas
$77.8M +$77M +1,478,099 +9,798%
EWM
33
Empirical Wealth Management
Washington
$76.9M +$5.39M +103,494 +8%
JC
34
JB Capital
Connecticut
$71.7M -$7.99M -153,404 -10%
AA
35
Alesco Advisors
New York
$71.2M +$724K +13,903 +1%
TIAA Trust, National Association
36
TIAA Trust, National Association
North Carolina
$71M +$2.13M +40,875 +3%
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$64.3M +$1.22M +23,474 +2%
AL
38
Aspiriant LLC
California
$63.4M -$701K -13,453 -1%
SC
39
Savant Capital
Illinois
$61.7M -$31.6K -606 -0.1%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$59.4M +$5.3M +101,819 +10%
NA
41
NewEdge Advisors
Louisiana
$59M -$619K -11,952 -1%
RIG
42
RiverFront Investment Group
Virginia
$57.4M +$2.57M +49,253 +5%
FIA
43
Foundations Investment Advisors
Arizona
$57.4M +$3.03M +58,436 +6%
SP
44
Symmetry Partners
Connecticut
$55.1M +$1.62M +31,091 +3%
RJA
45
Raymond James & Associates
Florida
$53.5M +$1.56M +29,971 +3%
BPA
46
Beacon Pointe Advisors
California
$53M -$12.5M -240,431 -19%
Pathstone Holdings
47
Pathstone Holdings
New Jersey
$51.4M +$51.4M +985,704 New
BSW
48
Buckingham Strategic Wealth
Missouri
$51.2M +$1.17M +22,523 +2%
Stifel Financial
49
Stifel Financial
Missouri
$51M +$1.5M +28,703 +3%
HighTower Advisors
50
HighTower Advisors
Illinois
$47.7M +$4.56M +87,494 +11%
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