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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
Morgan Stanley
New York
$1.06B
2
Baird Financial Group
Baird Financial Group
Wisconsin
$118M
3
UCFA
United Capital Financial Advisors
Texas
$77.8M
4
MIS
Morningstar Investment Services
Illinois
$91.3M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$622M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$2.59B
2
Osaic Holdings
Osaic Holdings
Arizona
$228M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$211M
4
BlackRock
BlackRock
New York
$331M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$219M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACA
826
Aptus Capital Advisors
Alabama
$21K -$496K -9,524 -96%
AP
827
Arlington Partners
Alabama
$19.5K -$69.4K -1,332 -78%
RWM
828
Ruedi Wealth Management
Illinois
$19.3K +$19.3K +371 New
CFO
829
CVA Family Office
Colorado
$18.7K +$18.7K +359 New
WWM
830
Wolff Wiese Magana
California
$18.1K – – –
AWM
831
Abound Wealth Management
Tennessee
$17.3K – – –
FFL
832
Financial Freedom LLC
Ohio
$17.2K – – –
Pacer Advisors
833
Pacer Advisors
Pennsylvania
$17.2K +$17.2K +330 New
NFSG
834
Newbridge Financial Services Group
Florida
$16.7K -$130K -2,487 -89%
Kayne Anderson Rudnick Investment Management
835
Kayne Anderson Rudnick Investment Management
California
$15.7K – – –
OIA
836
Optimum Investment Advisors
Illinois
$15.7K – – –
TCOV
837
Trust Company of Vermont
Vermont
$15.6K – – –
CFS
838
CGC Financial Services
Oregon
$14.6K – – –
CT
839
Clearstead Trust
Maine
$13.2K -$40.2K -772 -75%
RCM
840
Robinson Capital Management
Michigan
$13K +$13K +250 New
BC
841
Barrett & Company
Rhode Island
$12.5K – – –
TRCT
842
Tower Research Capital (TRC)
New York
$11.6K +$11.6K +222 New
PP
843
Pacifica Partners
Canada
$10.8K – – –
AIC
844
Archer Investment Corporation
Indiana
$10.5K – – –
BLC
845
Brown, Lisle/Cummings
Rhode Island
$10.2K – – –
IFAM
846
Institutional & Family Asset Management
Colorado
$10.1K +$208 +4 +2%
FPF
847
First Pacific Financial
Washington
$9.48K +$9.48K +182 New
EW
848
Element Wealth
Mississippi
$8.81K – – –
BWL
849
Bogart Wealth LLC
Virginia
$8.23K – – –
SIC
850
Salem Investment Counselors
North Carolina
$8.18K -$5.16K -99 -39%
32 33
34
35 36