EFV icon

iShares MSCI EAFE Value ETF
EFV

Overview Fund Activity

945 hedge funds and large institutions have $17.8B invested in iShares MSCI EAFE Value ETF in 2024 Q3 according to their latest regulatory filings, with 107 funds opening new positions, 415 increasing their positions, 262 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
945
Holders Change
+56
Holders Change %
+6.3%
% of All Funds
13.67%
Holding in Top 10
90
Holding in Top 10 Change
+37
Holding in Top 10 Change %
+69.81%
% of All Funds
1.3%
New
107
Increased
415
Reduced
262
Closed
41
Calls
$84.1M
Puts
–
Net Calls
+$84.1M
Net Calls Change
+$84.1M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.66B
2
LPL Financial
LPL Financial
California
+$351M
3
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
+$256M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$235M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$181M

Top Sellers

1
SWM
Scissortail Wealth Management
Oklahoma
-$662M
2
Ameriprise
Ameriprise
Minnesota
-$216M
3
Jane Street
Jane Street
New York
-$93.5M
4
SP
Symmetry Partners
Connecticut
-$51M
5
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$34M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFO
226
Callan Family Office
Pennsylvania
$6.15M -$126K -2,190 -2%
AssetMark Inc
227
AssetMark Inc
California
$6.07M +$3.79M +65,894 +166%
FAT
228
First American Trust
California
$6.05M -$959K -16,668 -14%
PS
229
Principal Securities
Iowa
$5.99M +$1.72M +29,846 +40%
NC
230
Napatree Capital
Rhode Island
$5.88M -$190K -3,299 -3%
FMTCOCP
231
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$5.82M +$132K +2,293 +2%
GT
232
Glenmede Trust
Pennsylvania
$5.82M -$448K -7,787 -7%
C1AG
233
Client 1st Advisory Group
Florida
$5.82M +$289K +5,022 +5%
CAL
234
Capital Analysts LLC
Pennsylvania
$5.81M +$4.3M +74,656 +283%
SFA
235
Seneca Financial Advisors
New York
$5.74M +$334K +5,814 +6%
SPAS
236
Spectrum Planning & Advisory Services
California
$5.73M +$3.11M +54,124 +119%
GRP
237
Global Retirement Partners
California
$5.71M +$89.7K +1,560 +2%
WFPG
238
Waller Financial Planning Group
Ohio
$5.68M +$196K +3,411 +4%
ATS
239
Ashton Thomas Securities
New York
$5.64M +$3.3M +57,313 +141%
AF
240
Allworth Financial
California
$5.55M -$637K -11,066 -10%
CC
241
Courier Capital
New York
$5.52M +$1.15M +20,003 +26%
SWA
242
Stratos Wealth Advisors
Ohio
$5.51M +$3.26M +56,674 +145%
MA
243
MONECO Advisors
Connecticut
$5.42M +$102K +1,768 +2%
SVWG
244
Shared Vision Wealth Group
United States
$5.38M +$2.27M +39,457 +73%
APP
245
Avantax Planning Partners
Iowa
$5.34M -$6.4M -111,305 -55%
DWT
246
Dorsey & Whitney Trust
South Dakota
$5.31M +$90.4K +1,571 +2%
LWM
247
Liberty Wealth Management
California
$5.31M -$2.8M -48,721 -35%
FWP
248
Firethorn Wealth Partners
Georgia
$5.26M +$2.39M +41,571 +83%
PFS
249
Prospera Financial Services
Texas
$5.25M +$3.01M +52,238 +134%
Legacy Financial Group (Iowa)
250
Legacy Financial Group (Iowa)
Iowa
$5.19M +$836K +14,534 +19%
8 9
10
11 12