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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
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 %
SW
101
SteelPeak Wealth
California
$16.7M -$3.35M -64,251 -17%
CSWG
102
Cardinal Strategic Wealth Guidance
Kentucky
$16.5M -$287K -5,515 -2%
Corient Private Wealth
103
Corient Private Wealth
Florida
$16.3M -$1.71M -32,755 -9%
FWP
104
FAS Wealth Partners
Kansas
$16.1M -$191K -3,664 -1%
SWC
105
Spectrum Wealth Counsel
Indiana
$16M +$16M +307,615 New
NP
106
NorthRock Partners
Minnesota
$15.9M +$15.5M +297,276 +4,189%
BGAI
107
Bruce G. Allen Investments
Colorado
$15.8M +$15.8M +303,320 New
MFG
108
Merit Financial Group
Georgia
$15.4M -$1.48M -28,469 -9%
GT
109
Greenleaf Trust
Michigan
$15.3M +$1.22M +23,390 +9%
CFA
110
Cahill Financial Advisors
Minnesota
$15.3M +$793K +15,215 +5%
HWM
111
HighMark Wealth Management
Minnesota
$15.2M -$143K -2,754 -0.9%
AI
112
Accredited Investors
Minnesota
$15.1M -$2.03M -39,034 -12%
ACA
113
Affinity Capital Advisors
California
$14.8M +$1.12M +21,542 +8%
PL
114
Plancorp LLC
Missouri
$14.1M +$261 +5 +0%
1SB
115
1ST Source Bank
Indiana
$14M -$313K -5,999 -2%
WAM
116
Wakefield Asset Management
Colorado
$13.9M -$86.4K -1,659 -0.6%
WA
117
Wealth Alliance
New York
$13.7M +$21.8K +419 +0.2%
KWM
118
Keebeck Wealth Management
Illinois
$13.6M +$2.33M +44,666 +21%
KFS
119
Kelly Financial Services
Massachusetts
$13.6M +$277K +5,320 +2%
SHIM
120
Stone House Investment Management
Pennsylvania
$13.5M -$1.99M -38,182 -13%
GH
121
Geisinger Health
Pennsylvania
$13.4M -$1.89M -36,315 -12%
ECM
122
Elgethun Capital Management
South Dakota
$13.3M -$588K -11,280 -4%
BRWA
123
B. Riley Wealth Advisors
Florida
$13.3M -$5.99M -114,937 -31%
Wealth Enhancement Advisory Services
124
Wealth Enhancement Advisory Services
Minnesota
$13.2M -$1.03M -19,734 -7%
KFSC
125
Keystone Financial Services (Colorado)
Colorado
$13.1M -$2.1M -40,270 -14%
3 4
5
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