iShares MSCI EAFE Value ETF
830 hedge funds and large institutions have $15.4B invested in iShares MSCI EAFE Value ETF in 2023 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 397 increasing their positions, 226 reducing their positions, and 41 closing their positions.
76% more repeat investments, than reductions
Existing positions increased: 397 | Existing positions reduced: 226
63% more first-time investments, than exits
New positions opened: 67 | Existing positions closed: 41
41% more funds holding in top 10
Funds holding in top 10: 63 → 89 (+26)
16% more capital invested
Capital invested by funds: $13.2B → $15.4B (+$2.16B)
2% more funds holding
Funds holding: 811 → 830 (+19)
1.71% more ownership
Funds ownership: 88.88% → 90.59% (+1.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$472M |
| 2 |
JP Morgan Chase
New York
|
+$203M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$177M |
| 4 |
LPL Financial
San Diego,
California
|
+$154M |
| 5 |
BlackRock
New York
|
+$115M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$420M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$39M |
| 3 |
M&T Bank
Buffalo,
New York
|
-$34M |
| 4 |
MIS
Morningstar Investment Services
Chicago,
Illinois
|
-$33.5M |
| 5 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
-$27.3M |
EFV Hedge Fund Activity: Q3 2023 in Review
830 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE Value ETF (EFV) for Q3 2023, worth a combined $15.4B — up 16% from $13.2B a quarter earlier.
Buyers outnumbered sellers: 67 funds opened new EFV positions and 41 closed out — a net gain of 26 holders — while 397 added to existing stakes and 226 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $472M. The largest seller was Jane Street, cutting an estimated $420M.
- 830 institutional investors held iShares MSCI EAFE Value ETF (EFV) as of Q3 2023, up from 811 in Q2 2023.
- Funds reported $15.4B of iShares MSCI EAFE Value ETF stock for Q3 2023, up 16% quarter-over-quarter.
- 67 funds opened new iShares MSCI EAFE Value ETF positions in Q3 2023 and 41 closed out, a net change of +26 holders.
- The largest iShares MSCI EAFE Value ETF buyer in Q3 2023 was Envestnet Asset Management, an estimated $472M added.
- The largest iShares MSCI EAFE Value ETF seller in Q3 2023 was Jane Street, an estimated $420M sold.
Based on aggregated 13F filings for Q3 2023.