EFV icon

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
1
Morgan Stanley
New York
$1.06B
2
Baird Financial Group
2
Baird Financial Group
Wisconsin
$118M
3
UCFA
3
United Capital Financial Advisors
Texas
$77.8M
4
MIS
4
Morningstar Investment Services
Illinois
$91.3M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$622M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$2.59B
2
Osaic Holdings
2
Osaic Holdings
Arizona
$228M
3
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$211M
4
BlackRock
4
BlackRock
New York
$331M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$219M
Name Holding Trade Value Shares
Change 		Shares
Change %
Rockefeller Capital Management
76
Rockefeller Capital Management
New York
$26.5M -$914K -17,537 -3%
Mariner
77
Mariner
Kansas
$26.1M -$57.6K -1,105 -0.2%
RWG
78
Ratio Wealth Group
Colorado
$24.5M -$8.75M -167,977 -26%
SCM
79
SCS Capital Management
Massachusetts
$24M -$10.8M -208,121 -31%
TA
80
Townsend & Associates
Colorado
$23.9M +$564K +10,978 +2%
MPW
81
MA Private Wealth
California
$23.6M +$1.21M +23,132 +5%
EWA
82
Exencial Wealth Advisors
Oklahoma
$23.1M -$128K -2,453 -0.6%
KAS
83
Kestra Advisory Services
Texas
$22.2M +$2.46M +47,209 +12%
BAM
84
Brave Asset Management
New Jersey
$22.1M +$64.8K +1,243 +0.3%
VU
85
Valence8 US
Massachusetts
$22M +$876K +16,816 +4%
SHJ
86
Sharkey, Howes & Javer
Colorado
$21.9M -$2.95M -56,527 -12%
CA
87
Cetera Advisors
Colorado
$20.3M -$1.75M -33,561 -8%
OCM
88
One Capital Management
California
$19.9M +$19.6M +376,107 +6,617%
HGWM
89
Horst & Graben Wealth Management
Oregon
$19.9M -$1.15M -22,055 -5%
HFA
90
High Falls Advisors
New York
$19.7M -$2.86M -54,959 -13%
PFA
91
Pettinga Financial Advisors
Indiana
$19.6M -$2.88M -55,256 -13%
Mercer Global Advisors
92
Mercer Global Advisors
Colorado
$19.2M -$877K -16,830 -4%
BTI
93
Blue Trust Inc
Georgia
$19M +$4.74M +96,843 +33%
CCA
94
Checchi Capital Advisers
California
$18.9M +$1.18M +22,618 +7%
WWG
95
West Wealth Group
California
$18.8M -$1.26M -24,215 -6%
AAS
96
Avantax Advisory Services
Texas
$18.6M -$636K -12,212 -3%
BF
97
BOK Financial
Oklahoma
$17.9M +$273K +5,245 +2%
I
98
INVST
Indiana
$17.8M +$832K +16,230 +5%
SB
99
Strategic Blueprint
Georgia
$17.3M -$793K -15,226 -4%
CW
100
CreativeOne Wealth
Kansas
$16.9M -$6.45M -123,839 -28%
2 3
4
5 6