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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 %
RDIA
926
RE Dickinson Investment Advisors
Iowa
– -$12K -248 Closed
TWP
927
TFO Wealth Partners
Ohio
– -$11.6K -238 Closed
HR
928
Howe & Rusling
New York
– -$9.35K -191 Closed
IF
929
Integrity Financial
Wyoming
– -$8.91K -182 Closed
HT
930
Headlands Technologies
Illinois
– -$8.66K -177 Closed
SFC
931
SYM Financial Corp
Indiana
– -$8.03K -164 Closed
SCA
932
Stonebridge Capital Advisors
Minnesota
– -$7.96K -163 Closed
GBT
933
Grove Bank & Trust
Florida
– -$7.78K -159 Closed
RTC
934
Riverview Trust Company
Washington
– -$6.61K -135 Closed
CA
935
Centerpoint Advisors
Massachusetts
– -$6K -131 Closed
BAAM
936
Baker Avenue Asset Management
California
– -$5.58K -114 Closed
BWS
937
Buck Wealth Strategies
Colorado
– -$5.43K -111 Closed
MA
938
MCF Advisors
Kentucky
– -$5.38K -110 Closed
CT
939
Cambridge Trust
Massachusetts
– -$5.14K -105 Closed
SSB
940
Sandy Spring Bank
Maryland
– -$4.5K -92 Closed
CFB
941
Cullen/Frost Bankers
Texas
– -$4.31K -88 Closed
GA
942
GoalVest Advisory
New York
– -$3.82K -78 Closed
NC
943
NewSquare Capital
Pennsylvania
– -$3.08K -63 Closed
CB
944
CNB Bank
Pennsylvania
– -$2.94K -60 Closed
VNA
945
Valley National Advisers
Pennsylvania
– -$3K -54 Closed
BWP
946
Baldwin Wealth Partners
Massachusetts
– -$2.5K -51 Closed
CIM
947
Contravisory Investment Management
Massachusetts
– -$2.3K -47 Closed
RAM
948
Riggs Asset Management
Pennsylvania
– -$2.25K -46 Closed
TWD
949
True Wealth Design
Ohio
– -$2.1K -43 Closed
RA
950
Rise Advisors
New York
– -$1.93K -39 Closed
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