EFV icon

iShares MSCI EAFE Value ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
ATPW
601
Ashton Thomas Private Wealth
Arizona
$487K +$15.5K +298 +3%
TFF
602
The Family Firm
Maryland
$482K +$8.65K +166 +2%
MWM
603
Mission Wealth Management
California
$482K -$3.54K -68 -0.7%
LSA
604
Lion Street Advisors
Texas
$481K -$32.8K -630 -6%
SPWG
605
Syntegra Private Wealth Group
Missouri
$478K +$6.46K +124 +1%
MAS
606
Madden Advisory Services
Florida
$476K +$39.8K +764 +9%
HP
607
Holistic Planning
Texas
$475K +$475K +9,125 New
PFA
608
Pinnacle Family Advisors
Missouri
$474K -$51.4K -987 -10%
LFAS
609
Level Four Advisory Services
Texas
$472K -$32.6K -626 -6%
AWA
610
Arkadios Wealth Advisors
Georgia
$462K +$12.5K +239 +3%
HWMA
611
Heritage Wealth Management (Arizona)
Arizona
$459K +$459K +8,811 New
OPCM
612
Osborne Partners Capital Management
California
$458K -$65K -1,248 -12%
HHRDM
613
H&H Retirement Design & Management
Nevada
$458K -$8.3K -163 -2%
QWM
614
Quadcap Wealth Management
Texas
$458K +$458K +8,797 New
QHA
615
Quarry Hill Advisors
Minnesota
$457K
MFG
616
MidWestOne Financial Group
Iowa
$455K +$455K +8,728 New
ESB
617
Essex Savings Bank
Connecticut
$451K
PP
618
Prosperity Planning
Missouri
$449K -$35.2K -676 -7%
HKIMG
619
Hutchens & Kramer Investment Management Group
Indiana
$444K -$28.6K -548 -6%
TA
620
TrueWealth Advisors
Alabama
$444K -$45K -864 -9%
WI
621
WrapManager Inc
California
$433K -$24.3K -467 -5%
CA
622
Claris Advisors
Missouri
$431K +$7.76K +149 +2%
YIH
623
Y-Intercept (HK)
Hong Kong
$430K +$430K +8,252 New
LWA
624
Lantern Wealth Advisors
New York
$425K +$425K +8,163 New
MIA
625
MainStreet Investment Advisors
Illinois
$425K -$67.7K -1,300 -14%