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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 %
FCA
901
FLC Capital Advisors
California
– -$808K -16,516 Closed
CAG
902
Curtis Advisory Group
California
– -$806K -16,479 Closed
LNWWM
903
Laird Norton Wetherby Wealth Management
California
– -$713K -14,565 Closed
SC
904
Sepio Capital
Utah
– -$589K -12,038 Closed
SAS
905
Stelac Advisory Services
New York
– -$403K -8,233 Closed
MCA
906
MSH Capital Advisors
Arizona
– -$372K -7,593 Closed
ACM
907
AlphaStar Capital Management
North Carolina
– -$346K -7,066 Closed
HSA
908
HBK Sorce Advisory
Pennsylvania
– -$285K -5,822 Closed
LC
909
Lindbrook Capital
California
– -$279K -5,709 Closed
EL
910
Essex LLC
Illinois
– -$276K -5,631 Closed
NHFG
911
New Harbor Financial Group
Massachusetts
– -$256K -5,236 Closed
HF
912
HRT Financial
New York
– -$249K -5,091 Closed
OWA
913
Octavia Wealth Advisors
Ohio
– -$245K -5,006 Closed
PCM
914
Prelude Capital Management
New York
– -$215K -4,390 Closed
BCM
915
BluePath Capital Management
Georgia
– -$87.6K -1,790 Closed
MAWA
916
Moss Adams Wealth Advisors
Washington
– -$49.3K -1,007 Closed
AWA
917
Authentikos Wealth Advisory
California
– -$43.1K -881 Closed
CBT
918
CoreFirst Bank & Trust
Kansas
– -$39.6K -810 Closed
CBT
919
Central Bank & Trust
Kentucky
– -$34.3K -700 Closed
PCMC
920
Private Capital Management (Colorado)
Colorado
– -$30.7K -627 Closed
SSWM
921
Sheets Smith Wealth Management
North Carolina
– -$25.1K -513 Closed
RIA
922
Realta Investment Advisors
Delaware
– -$23.1K -472 Closed
Deutsche Bank
923
Deutsche Bank
Germany
– -$18.6K -380 Closed
HWA
924
HHM Wealth Advisors
Tennessee
– -$18.2K -371 Closed
LFA
925
Level Financial Advisors
New York
– -$12.2K -250 Closed
35 36
37
38 39