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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 %
SWM
251
Scissortail Wealth Management
Oklahoma
$5.16M -$662M -54,314 -99%
NWM
252
Northwest Wealth Management
Iowa
$5.15M -$212K -3,678 -4%
GWP
253
Gen-Wealth Partners
Michigan
$5.14M +$2.62M +47,393 +104%
RWP
254
RWA Wealth Partners
Massachusetts
$5.06M +$5.06M +88,021 New
RP
255
Riverwater Partners
Wisconsin
$5.03M – – –
MWM
256
Merriman Wealth Management
Washington
$5.01M -$161K -2,798 -3%
KV
257
Kickstand Ventures
New York
$4.98M +$1.43M +24,897 +40%
MYIA
258
Mount Yale Investment Advisors
Colorado
$4.98M +$2.64M +45,927 +113%
EFH
259
Eaton Financial Holdings
Florida
$4.95M +$4.95M +86,039 New
MWM
260
Mosley Wealth Management
California
$4.95M +$2.01M +35,928 +68%
SHF
261
Stage Harbor Financial
Massachusetts
$4.93M -$133K -2,356 -3%
VCP
262
Verus Capital Partners
Arizona
$4.93M +$2.63M +45,653 +114%
WA
263
Wealth Architects
California
$4.9M -$3.34K -58 -0.1%
TWM
264
Tradition Wealth Management
Minnesota
$4.89M +$2.73M +47,439 +126%
MCA
265
Maryland Capital Advisors
Maryland
$4.79M -$41K -713 -0.8%
Cerity Partners
266
Cerity Partners
New York
$4.79M +$248K +4,303 +5%
CFA
267
Cahill Financial Advisors
Minnesota
$4.76M -$4.7M -81,779 -50%
EWA
268
Elevate Wealth Advisory
Georgia
$4.75M -$19.4K -337 -0.4%
ASN
269
Advisory Services Network
Georgia
$4.72M – – –
RT
270
Rockland Trust
Massachusetts
$4.71M -$18.9K -329 -0.4%
1WA
271
180 Wealth Advisors
Washington
$4.7M +$37.2K +646 +0.8%
FT
272
Fiduciary Trust
Massachusetts
$4.64M +$3.87M +67,246 +503%
MBT
273
Montecito Bank & Trust
California
$4.59M +$47.5K +825 +1%
EFG
274
Ehrlich Financial Group
California
$4.58M +$2.11M +36,763 +86%
AFP
275
Alpha Financial Partners
Kentucky
$4.58M +$4.58M +79,644 New
9 10
11
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