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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 %
AWM
876
AllSquare Wealth Management
New York
$2.35K – – –
BFS
877
Burkett Financial Services
South Carolina
$2.06K +$2.06K +40 New
M
878
MOTCO
Texas
$1.51K – – –
HCA
879
Heck Capital Advisors
Wisconsin
$1.41K – – –
GTAM
880
Global Trust Asset Management
Florida
$1.3K -$2.61K -50 -67%
CAL
881
Capital Advisors Ltd
Ohio
$1K +$1K +11 New
RMC
882
Resources Management Corp
Connecticut
$1K +$1K +20 New
BSB
883
Bangor Savings Bank
Maine
$834 – – –
FRA
884
Front Row Advisors
California
$417 -$4.43K -85 -91%
CSC
885
Caldwell Sutter Capital
California
$261 – – –
GWANC
886
Guardian Wealth Advisors (North Carolina)
North Carolina
$208 – – –
FA
887
Faithward Advisors
Pennsylvania
$204 – – –
OMC
888
Old Mission Capital
Illinois
– -$27.2M -556,839 Closed
AIA
889
Angeles Investment Advisors
California
– -$19.4M -396,400 Closed
OPS
890
Orion Portfolio Solutions
Nebraska
– -$16.7M -340,554 Closed
BCI
891
Brinker Capital Investments
Pennsylvania
– -$16.7M -340,554 Closed
MFS
892
Madrona Financial Services
Washington
– -$7.05M -144,116 Closed
Jane Street
893
Jane Street
New York
– -$4.31M -88,106 Closed
Legacy Financial Group (Iowa)
894
Legacy Financial Group (Iowa)
Iowa
– -$4M -81,814 Closed
SAM
895
Synergy Asset Management
Washington
– -$4M -81,674 Closed
FMP
896
Financial Management Professionals
Texas
– -$3.23M -66,022 Closed
IC
897
IEQ Capital
California
– -$2.36M -48,196 Closed
SFO
898
Stokes Family Office
Louisiana
– -$1.43M -29,188 Closed
PI
899
PineBridge Investments
New York
– -$1.16M -23,773 Closed
Citadel Advisors
900
Citadel Advisors
Florida
– -$844K -17,239 Closed
34 35
36
37 38