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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 %
Legacy Financial Group (Iowa)
251
Legacy Financial Group (Iowa)
Iowa
$4.01M +$227K +4,287 +6%
BWCS
252
Beirne Wealth Consulting Services
Connecticut
$3.95M -$210K -3,965 -5%
PS
253
Principal Securities
Iowa
$3.94M -$123K -2,322 -3%
EH
254
Equitable Holdings
New York
$3.9M -$212K -4,003 -5%
PFBT
255
Parkside Financial Bank & Trust
Missouri
$3.77M +$358K +6,754 +11%
VW
256
Vance Wealth
California
$3.73M -$788K -14,851 -17%
AA
257
Ancora Advisors
Ohio
$3.69M +$310K +5,851 +9%
UAS
258
United Asset Strategies
New York
$3.64M +$1.7M +31,983 +87%
TF
259
Trek Financial
Arizona
$3.63M -$2.56M -48,203 -41%
MSWMA
260
Market Street Wealth Management Advisors
Indiana
$3.54M – – –
Brown Advisory
261
Brown Advisory
Maryland
$3.54M -$596K -11,242 -14%
CG
262
Clifford Group
Massachusetts
$3.54M -$2.15M -40,455 -38%
FWMM
263
Foundation Wealth Management (Missouri)
Missouri
$3.53M -$22.4K -422 -0.6%
MA
264
Mutual Advisors
Nebraska
$3.52M +$17.7K +324 +0.5%
IFA
265
Interactive Financial Advisors
Illinois
$3.5M -$24K -453 -0.7%
MCCA
266
Mill Creek Capital Advisors
Pennsylvania
$3.5M -$2.52M -47,447 -42%
P
267
Pitcairn
Pennsylvania
$3.49M -$94.5K -1,782 -3%
WP
268
WealthShield Partners
North Carolina
$3.46M -$2.14M -40,380 -38%
GWM
269
Geneos Wealth Management
Colorado
$3.42M +$85.2K +1,606 +3%
LWM
270
Liberty Wealth Management
California
$3.41M +$1.52M +62,864 +80%
NFW
271
Noble Family Wealth
Florida
$3.35M +$10.9K +205 +0.3%
MGWM
272
Marks Group Wealth Management
Minnesota
$3.29M -$5.19M -97,874 -61%
KV
273
Kickstand Ventures
New York
$3.27M -$6.81M -128,484 -68%
OWMIAS
274
One Wealth Management Investment & Advisory Services
Florida
$3.25M -$1.85M -34,856 -36%
SL
275
SWMG LLC
Texas
$3.25M -$1.97M -37,135 -38%
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