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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 %
Bank of Montreal
176
Bank of Montreal
Ontario, Canada
$9.03M -$224K -4,290 -2%
TF
177
Trek Financial
Arizona
$8.97M -$1.83M -35,154 -17%
MAM
178
McLean Asset Management
Virginia
$8.84M -$8.38K -161 -0.1%
PWM
179
Perigon Wealth Management
California
$8.73M -$684K -13,134 -7%
RFA
180
RTD Financial Advisors
Pennsylvania
$8.57M -$109K -2,091 -1%
DAM
181
Derbend Asset Management
Georgia
$8.46M +$2.2M +42,280 +35%
KPWS
182
Kestra Private Wealth Services
Texas
$8.44M +$1.07M +20,449 +14%
VHAM
183
Van Hulzen Asset Management
California
$8.41M -$866K -16,612 -9%
TC
184
TownSquare Capital
Utah
$8.09M +$555K +10,659 +7%
MGWM
185
Marks Group Wealth Management
Minnesota
$7.97M -$1.26M -24,233 -14%
DE
186
Day & Ennis
Georgia
$7.77M -$463K -8,885 -6%
AIA
187
Alternative Investment Advisors
Florida
$7.68M +$1.83M +35,154 +31%
ASN
188
Advisory Services Network
Georgia
$7.61M -$1.84M -35,222 -19%
SL
189
SWMG LLC
Texas
$7.58M -$1.25M -23,947 -14%
WP
190
WealthShield Partners
North Carolina
$7.58M -$1.39M -26,638 -15%
BHWM
191
Bay Harbor Wealth Management
Maryland
$7.54M -$417K -8,004 -5%
KOC
192
Koss-Olinger Consulting
Florida
$7.53M -$65.7K -1,261 -0.9%
SCA
193
Snowden Capital Advisors
New York
$7.43M -$7.82K -150 -0.1%
WF
194
Williams Financial
Vermont
$7.36M -$156 -3 -0%
NEWAS
195
N.E.W. Advisory Services
Wisconsin
$7.34M -$228K -4,381 -3%
VCA
196
Verdence Capital Advisors
Maryland
$7.32M +$112K +2,159 +2%
RIA
197
Regal Investment Advisors
Michigan
$7.28M -$907K -17,413 -11%
FFN
198
Focus Financial Network
Minnesota
$7.15M -$136K -2,617 -2%
Northern Trust
199
Northern Trust
Illinois
$7.11M +$301K +5,776 +4%
CCM
200
Carlson Capital Management
Minnesota
$7.11M -$61.1K -1,173 -0.9%
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