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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 %
APP
151
Avantax Planning Partners
Iowa
$10.6M +$2.17M +41,681 +26%
LWA
152
Lineweaver Wealth Advisors
Ohio
$10.6M +$224K +4,299 +2%
OAP
153
One Advisory Partners
Kansas
$10.5M -$1.13M -21,648 -10%
RA
154
RFG Advisory
Alabama
$10.5M -$3.55M -68,104 -25%
CWS
155
Cypress Wealth Services
California
$10.4M -$112K -2,158 -1%
MW
156
Maia Wealth
Colorado
$10.4M +$10.4M +199,985 New
CSPAM
157
Cary Street Partners Asset Management
Virginia
$10.4M -$1.1M -21,049 -10%
COI
158
Connable Office Inc
Michigan
$10.3M -$70.8K -1,359 -0.7%
SPIA
159
Steward Partners Investment Advisory
New York
$10.2M -$952K -18,278 -9%
SXL
160
Summit X LLC
Missouri
$9.84M -$1.81M -34,825 -16%
BCM
161
Brookstone Capital Management
Illinois
$9.71M +$812K +15,589 +9%
PAG
162
Private Advisor Group
New Jersey
$9.64M -$661K -12,689 -6%
Comerica Bank
163
Comerica Bank
Texas
$9.59M +$939K +18,030 +11%
CFGS
164
Concourse Financial Group Securities
Alabama
$9.56M -$2.1M -40,224 -18%
BFPW
165
BOK Financial Private Wealth
Colorado
$9.55M -$302K -5,788 -3%
SW
166
Simplicity Wealth
New Jersey
$9.48M +$182K +3,494 +2%
ABC
167
Associated Banc-Corp
Wisconsin
$9.36M +$596K +11,447 +7%
EA
168
Efficient Advisors
Ohio
$9.36M -$595K -11,413 -6%
YCG
169
Yeomans Consulting Group
Georgia
$9.28M +$9.28M +178,145 New
QC
170
Quent Capital
New York
$9.28M +$421K +8,072 +5%
AR
171
Apeiron RIA
Texas
$9.28M -$727K -13,957 -7%
CL
172
Choreo LLC
Illinois
$9.28M +$522K +10,015 +6%
Creative Planning
173
Creative Planning
Kansas
$9.18M +$48.5K +931 +0.5%
LWM
174
Liberty Wealth Management
California
$9.1M -$280K -4,414 -3%
SWM
175
Spire Wealth Management
Virginia
$9.09M -$306K -5,999 -3%
5 6
7
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