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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 %
Truist Financial
51
Truist Financial
North Carolina
$46.2M -$3.07M -59,015 -6%
Natixis Advisors
52
Natixis Advisors
Massachusetts
$44.8M -$3.36M -64,534 -7%
Allspring Global Investments
53
Allspring Global Investments
North Carolina
$44.4M -$7.16M -137,497 -14%
CAN
54
Cetera Advisor Networks
California
$43.9M -$6.61M -126,836 -13%
CAPTRUST Financial Advisors
55
CAPTRUST Financial Advisors
North Carolina
$40.3M -$1.86M -35,642 -4%
WP
56
WealthSource Partners
California
$38.9M -$8.15M -156,391 -17%
FSWA
57
Financial Synergies Wealth Advisors
Texas
$37.9M +$778K +16,950 +2%
Qube Research & Technologies (QRT)
58
Qube Research & Technologies (QRT)
United Kingdom
$35.5M +$2.05M +39,328 +6%
JFGIW
59
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$34.9M +$30.4M +583,336 +674%
HB
60
HTLF Bank
Colorado
$34.5M +$34.5M +661,883 New
CP
61
Covenant Partners
Tennessee
$34.4M +$1.19M +22,771 +4%
Thrivent Financial for Lutherans
62
Thrivent Financial for Lutherans
Minnesota
$34.2M -$11.9M -228,540 -26%
AI
63
Atria Investments
North Carolina
$33.6M -$4.16M -79,810 -11%
Bank Julius Baer & Co
64
Bank Julius Baer & Co
Switzerland
$32.8M -$400K -7,675 -1%
Goldman Sachs
65
Goldman Sachs
New York
$32.7M +$2.75M +52,842 +9%
RJFSA
66
Raymond James Financial Services Advisors
Florida
$31.9M -$405K -7,766 -1%
IWC
67
Integrated Wealth Concepts
Massachusetts
$31.2M -$12.9M -246,772 -29%
Cambridge Investment Research Advisors
68
Cambridge Investment Research Advisors
Iowa
$30.9M -$10.6M -204,278 -26%
AWS
69
Atria Wealth Solutions
New York
$30.8M -$4.29M -82,291 -12%
MC
70
McMorgan & Co
California
$30.7M +$7.56K +145 +0%
Fifth Third Bancorp
71
Fifth Third Bancorp
Ohio
$29.5M -$4.14M -79,430 -12%
IWA
72
Icon Wealth Advisors
Texas
$27.9M +$27.9M +534,822 New
AWMS
73
Advocacy Wealth Management Services
Georgia
$27.4M +$27.4M +526,567 New
APW
74
Austin Private Wealth
Texas
$27.4M -$779K -14,961 -3%
Prudential Financial
75
Prudential Financial
New Jersey
$26.6M -$4.33M -83,030 -14%
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