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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 %
FFM
701
Forum Financial Management
Illinois
$282K – – –
Nomura Asset Management
702
Nomura Asset Management
Japan
$282K – – –
HA
703
Herold Advisors
New York
$281K -$105K -2,012 -27%
CFS
704
CRA Financial Services
New Jersey
$281K – – –
CGA
705
Crescent Grove Advisors
Illinois
$274K +$274K +5,262 New
MFG
706
Magnus Financial Group
New York
$273K -$33.5K -642 -11%
WTB
707
Washington Trust Bank
Washington
$273K +$273K +5,231 New
OC
708
Oarsman Capital
Wisconsin
$272K +$272K +5,220 New
WSTAM
709
Wilbanks Smith & Thomas Asset Management
Virginia
$272K +$21.8K +419 +9%
GLA
710
Good Life Advisors
Pennsylvania
$270K -$13.6K -261 -5%
TH
711
Team Hewins
California
$268K +$268K +5,147 New
CPA
712
Cardiff Park Advisors
California
$267K +$625 +12 +0.2%
LFA
713
Legacy Financial Advisors
Kentucky
$265K -$81K -1,554 -23%
AC
714
Addison Capital
Pennsylvania
$261K +$261K +5,008 New
FAM
715
Frontier Asset Management
Wyoming
$260K +$43.5K +834 +20%
TGAM
716
TBH Global Asset Management
Tennessee
$259K +$259K +4,974 New
AM
717
AGF Management
Ontario, Canada
$259K +$259K +4,967 New
FA
718
Fermata Advisors
California
$257K +$257K +4,936 New
AWM
719
Avior Wealth Management
Nebraska
$254K -$115K -2,202 -31%
WPW
720
Waldron Private Wealth
Pennsylvania
$253K +$313 +6 +0.1%
BWM
721
BCS Wealth Management
Tennessee
$247K +$2.5K +48 +1%
MHR
722
Matthew Hamilton Rosenberg
$246K -$40.4K -776 -14%
CCA
723
Criterion Capital Advisors
Tennessee
$246K +$246K +4,720 New
KA
724
Kovack Advisors
Florida
$245K -$201K -3,863 -45%
HCC
725
Hirtle Callaghan & Co
Pennsylvania
$243K +$243K +4,662 New
27 28
29
30 31