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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.

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 Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$2.59B 49,675,219 -6,040,434 -11%
Morgan Stanley
2
Morgan Stanley
New York
$1.06B 20,354,156 +9,358,696 +85%
Jones Financial Companies
3
Jones Financial Companies
Missouri
$846M 16,236,228 +112,209 +0.7%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$821M 15,759,469 +458,019 +3%
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$622M 11,943,567 +803,654 +7%
LPL Financial
6
LPL Financial
California
$616M 11,816,879 -1,084,997 -8%
US Bancorp
7
US Bancorp
Minnesota
$588M 11,279,913 +372,978 +3%
Envestnet Portfolio Solutions
8
Envestnet Portfolio Solutions
Illinois
$458M 8,794,851 -727,938 -8%
Bank of America
9
Bank of America
North Carolina
$411M 7,890,998 -145,242 -2%
BlackRock
10
BlackRock
New York
$331M 6,357,702 -1,872,529 -23%
PAS
11
Park Avenue Securities
New York
$287M 5,501,028 -768,223 -12%
Ameriprise
12
Ameriprise
Minnesota
$284M 5,650,604 -120,137 -2%
Osaic Holdings
13
Osaic Holdings
Arizona
$228M 4,377,488 -3,370,441 -44%
Carson Wealth (CWM LLC)
14
Carson Wealth (CWM LLC)
Nebraska
$219M 4,208,543 -1,344,272 -24%
PNC Financial Services Group
15
PNC Financial Services Group
Pennsylvania
$211M 4,049,817 -2,452,255 -38%
AOI
16
Auto-Owners Insurance
Michigan
$206M 3,963,000 – –
MML Investors Services
17
MML Investors Services
Massachusetts
$172M 3,303,488 -472,796 -13%
UBS Group
18
UBS Group
Switzerland
$157M 3,008,946 -27,557 -0.9%
M&T Bank
19
M&T Bank
New York
$151M 2,897,918 -177,779 -6%
Wells Fargo
20
Wells Fargo
California
$144M 2,762,573 +182,845 +7%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$139M 2,674,417 -366,173 -12%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$125M 2,393,061 -183,825 -7%
AllianceBernstein
23
AllianceBernstein
Tennessee
$124M 2,384,083 -265,580 -10%
Baird Financial Group
24
Baird Financial Group
Wisconsin
$118M 2,261,406 +1,987,682 +726%
MMA
25
Miracle Mile Advisors
California
$95.8M 1,839,252 +782,579 +74%
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