iShares MSCI EAFE Value ETF
796 hedge funds and large institutions have $13.4B invested in iShares MSCI EAFE Value ETF in 2023 Q1 according to their latest regulatory filings, with 84 funds opening new positions, 217 increasing their positions, 376 reducing their positions, and 70 closing their positions.
20% more first-time investments, than exits
New positions opened: 84 | Existing positions closed: 70
0% less funds holding
Funds holding: 799 → 796 (-3)
0.83% less ownership
Funds ownership: 89.29% → 88.46% (-0.83%)
17% less funds holding in top 10
Funds holding in top 10: 86 → 71 (-15)
42% less repeat investments, than reductions
Existing positions increased: 217 | Existing positions reduced: 376
45% less capital invested
Capital invested by funds: $24.3B → $13.4B (-$10.9B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$541M |
| 2 |
BL
Balentine LLC
Atlanta,
Georgia
|
+$144M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$137M |
| 4 |
US Bancorp
Minneapolis,
Minnesota
|
+$52M |
| 5 |
MMA
Miracle Mile Advisors
Los Angeles,
California
|
+$40.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$602M |
| 2 |
BlackRock
New York
|
-$170M |
| 3 |
LPL Financial
San Diego,
California
|
-$104M |
| 4 |
JP Morgan Chase
New York
|
-$87.4M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$79.6M |
EFV Hedge Fund Activity: Q1 2023 in Review
796 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE Value ETF (EFV) for Q1 2023, worth a combined $13.4B — down 45% from $24.3B a quarter earlier.
Buyers outnumbered sellers: 84 funds opened new EFV positions and 70 closed out — a net gain of 14 holders — while 217 added to existing stakes and 376 trimmed.
The largest buyer was Jane Street, opening a new position worth an estimated $541M. The largest seller was Envestnet Asset Management, cutting an estimated $602M.
- 796 institutional investors held iShares MSCI EAFE Value ETF (EFV) as of Q1 2023, down from 799 in Q4 2022.
- Funds reported $13.4B of iShares MSCI EAFE Value ETF stock for Q1 2023, down 45% quarter-over-quarter.
- 84 funds opened new iShares MSCI EAFE Value ETF positions in Q1 2023 and 70 closed out, a net change of +14 holders.
- The largest iShares MSCI EAFE Value ETF buyer in Q1 2023 was Jane Street, an estimated $541M added.
- The largest iShares MSCI EAFE Value ETF seller in Q1 2023 was Envestnet Asset Management, an estimated $602M sold.
Based on aggregated 13F filings for Q1 2023.