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
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 %
OP
201
ORG Partners
Indiana
$7.09M +$6.95M +133,459 +5,181%
JIC
202
Johnson Investment Counsel
Ohio
$7.04M +$493K +9,467 +8%
FFWA
203
Forthright Family Wealth Advisory
Texas
$7.03M +$7.03M +134,990 New
FHA
204
First Horizon Advisors
Tennessee
$6.98M -$297K -5,696 -4%
CAM
205
Cobblestone Asset Management
Virginia
$6.9M -$1.15M -22,090 -14%
WFPG
206
Waller Financial Planning Group
Ohio
$6.87M -$101K -1,933 -1%
CSPIA
207
Cary Street Partners Investment Advisory
Virginia
$6.84M +$391K +8,557 +6%
BW
208
BIP Wealth
Georgia
$6.68M -$25.4K -488 -0.4%
VOYA Investment Management
209
VOYA Investment Management
Georgia
$6.63M -$5.82M -111,776 -47%
SCA
210
STALEY CAPITAL ADVISERS
Pennsylvania
$6.59M -$9.12K -175 -0.1%
MYIA
211
Mount Yale Investment Advisors
Colorado
$6.55M +$1.21M +23,163 +23%
FPAS
212
Focus Partners Advisor Solutions
Missouri
$6.52M -$808K -15,512 -11%
Citigroup
213
Citigroup
New York
$6.46M +$51.7K +993 +0.8%
PWPS
214
Pinnacle Wealth Planning Services
Ohio
$6.43M +$133K +2,561 +2%
KCM
215
Kathmere Capital Management
Pennsylvania
$6.37M -$376K -7,223 -6%
CCMG
216
Clark Capital Management Group
Pennsylvania
$6.32M -$1.33M -25,603 -17%
CWM
217
Certus Wealth Management
California
$6.29M +$28K +538 +0.4%
PP
218
PrairieView Partners
Minnesota
$6.2M -$39.1K -751 -0.6%
ICMP
219
Integrated Capital Management (Pennsylvania)
Pennsylvania
$6.14M -$267K -5,130 -4%
Principal Financial Group
220
Principal Financial Group
Iowa
$6.12M -$3.88M -74,483 -39%
EWMCB
221
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$6.11M -$250K -4,802 -4%
William Blair & Company
222
William Blair & Company
Illinois
$6.05M +$345K +6,631 +6%
GT
223
Glenmede Trust
Pennsylvania
$6.02M +$439K +8,422 +8%
MCCA
224
Mill Creek Capital Advisors
Pennsylvania
$5.97M -$30.8K -591 -0.5%
CFO
225
Callan Family Office
Pennsylvania
$5.94M -$665K -12,765 -10%
7 8
9
10 11