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iShares MSCI EAFE Value ETF
EFV

Overview Fund Activity

887 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 142 funds opening new positions, 281 increasing their positions, 369 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
887
Holders Change
+62
Holders Change %
+7.52%
% of All Funds
13%
Holding in Top 10
105
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+17.98%
% of All Funds
1.54%
New
142
Increased
281
Reduced
369
Closed
65
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$488M
2
Baird Financial Group
Baird Financial Group
Wisconsin
+$104M
3
UCFA
United Capital Financial Advisors
Texas
+$77M
4
MIS
Morningstar Investment Services
Illinois
+$45.9M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$41.9M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$315M
2
Osaic Holdings
Osaic Holdings
Arizona
-$176M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$128M
4
BlackRock
BlackRock
New York
-$97.6M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$70M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCWA
501
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$908K +$104K +2,003 +13%
CIS
502
Custom Index Systems
New York
$898K +$898K +17,240 New
SWM
503
Soundmark Wealth Management
Washington
$894K +$10.3K +197 +1%
AWM
504
Angeles Wealth Management
California
$884K +$7.82K +150 +0.9%
MW
505
Marcum Wealth
Ohio
$880K -$42.9K -824 -5%
MWP
506
MYCIO Wealth Partners
Pennsylvania
$877K +$15.8K +303 +2%
D
507
Dentgroup
Louisiana
$872K -$409K -7,852 -32%
MHB
508
Midwest Heritage Bank
Iowa
$862K +$15.1K +289 +2%
IAIM
509
International Assets Investment Management
Florida
$862K +$862K +16,536 New
NB
510
NBT Bank
New York
$860K +$860K +16,515 New
LL
511
LWMG LLC
Minnesota
$848K -$93.8K -1,800 -10%
AWM
512
Alterna Wealth Management
Texas
$846K -$145K -2,774 -15%
CCM
513
Ciovacco Capital Management
Georgia
$840K -$54.4K -1,044 -6%
OC
514
Opinicus Capital
Florida
$837K +$837K +16,072 New
DADC
515
D.A. Davidson & Co
Montana
$828K +$127K +2,444 +18%
BTWM
516
Baker Tilly Wealth Management
Wisconsin
$826K +$50.1K +961 +6%
CCM
517
Coldstream Capital Management
Washington
$824K +$824K +15,812 New
TF
518
Theory Financial
Colorado
$812K -$182K -3,489 -18%
GFA
519
Gallagher Fiduciary Advisors
Illinois
$810K +$104K +1,999 +15%
GA
520
GFS Advisors
Texas
$803K -$45.6K -875 -5%
RF
521
RHS Financial
California
$797K +$118K +2,260 +17%
SC
522
Sierra Capital
Florida
$795K – – –
LJAC
523
L.J. Altfest & Co
New York
$782K -$13.2K -254 -2%
ACM
524
Arlington Capital Management
Illinois
$778K +$778K +14,932 New
AFA
525
American Financial Advisors
Georgia
$767K -$8.7K -167 -1%
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