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iShares MSCI EAFE Value ETF
EFV

Overview Fund Activity

890 hedge funds and large institutions have $12.3B invested in iShares MSCI EAFE Value ETF in 2024 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 250 increasing their positions, 449 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
890
Holders Change
+4
Holders Change %
+0.45%
% of All Funds
12.94%
Holding in Top 10
53
Holding in Top 10 Change
-29
Holding in Top 10 Change %
-35.37%
% of All Funds
0.77%
New
80
Increased
250
Reduced
449
Closed
64
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EWA
EP Wealth Advisors
California
+$57.4M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$36.1M
3
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
+$34M
4
LFG
Larson Financial Group
Missouri
+$30.5M
5
SP
Symmetry Partners
Connecticut
+$29.8M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$617M
2
Jane Street
Jane Street
New York
-$439M
3
GA
GFS Advisors
Texas
-$125M
4
LPL Financial
LPL Financial
California
-$121M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$105M
Name Holding Trade Value Shares
Change 		Shares
Change %
RP
226
Riverwater Partners
Wisconsin
$4.68M -$764K -14,406 -14%
DWM
227
Dynasty Wealth Management
Florida
$4.58M +$1.77M +33,437 +63%
CWM
228
Certus Wealth Management
California
$4.56M -$2.61M -49,149 -36%
SL
229
Sentinus LLC
Illinois
$4.55M -$1.92M -36,174 -30%
WA
230
Wealth Architects
California
$4.52M -$187K -3,535 -4%
CFGS
231
Concourse Financial Group Securities
Alabama
$4.46M -$2.63M -49,531 -37%
MCA
232
Maryland Capital Advisors
Maryland
$4.46M -$57.4K -1,082 -1%
1WA
233
180 Wealth Advisors
Washington
$4.44M -$93K -1,696 -2%
EWA
234
Elevate Wealth Advisory
Georgia
$4.4M -$20.4K -384 -0.5%
RT
235
Rockland Trust
Massachusetts
$4.36M -$1.91K -36 -0%
SWP
236
ShoreHaven Wealth Partners
New Jersey
$4.35M +$221K +4,165 +5%
SXL
237
Summit X LLC
Missouri
$4.34M -$2.93M -55,072 -40%
PFG
238
PAX Financial Group
Texas
$4.33M -$2.69M -50,745 -38%
FFN
239
Focus Financial Network
Minnesota
$4.25M -$1.3M -23,445 -23%
ZF
240
Zhang Financial
Michigan
$4.24M -$222K -4,193 -5%
BCM
241
Brookstone Capital Management
Illinois
$4.2M -$2.25M -40,682 -35%
MBT
242
Montecito Bank & Trust
California
$4.18M -$133K -2,501 -3%
Cerity Partners
243
Cerity Partners
New York
$4.18M -$71K -1,339 -2%
HS
244
Horan Securities
United States
$4.17M +$35.1K +662 +0.8%
CWP
245
Corepath Wealth Partners
Arizona
$4.15M -$276K -5,098 -6%
OAP
246
One Advisory Partners
Kansas
$4.14M -$3.42M -64,525 -45%
SCA
247
Snowden Capital Advisors
New York
$4.08M -$4.45M -83,811 -52%
CFO
248
Collective Family Office
Pennsylvania
$4.04M +$262K +4,937 +7%
WPW
249
Watershed Private Wealth
Illinois
$4.03M -$1.69M -31,955 -30%
CC
250
Courier Capital
New York
$4.03M +$1.06M +20,079 +36%
8 9
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