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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 %
DI
276
Disciplined Investments
Oklahoma
$3.24M +$34.9K +658 +1%
ANTB
277
AMG National Trust Bank
Colorado
$3.14M +$795K +14,986 +34%
USCWA
278
U.S. Capital Wealth Advisors
Texas
$3.14M +$530K +10,000 +20%
CWM
279
Cranbrook Wealth Management
Michigan
$3.05M -$127K -2,400 -4%
HG
280
Harbor Group
New Hampshire
$3.05M -$29.3K -552 -1%
AA
281
Advisory Alpha
Michigan
$3.03M +$398K +7,505 +15%
TCM
282
Telos Capital Management
California
$3.02M -$88.1K -1,661 -3%
WWA
283
WCG Wealth Advisors
Nevada
$3M -$2.95M -55,558 -50%
AL
284
ADE LLC
Maryland
$2.99M -$53 -1 -0%
SCM
285
SOL Capital Management
Maryland
$2.98M +$37.1K +700 +1%
RIA
286
Regal Investment Advisors
Michigan
$2.95M -$1.39M -26,187 -32%
SWM
287
Scissortail Wealth Management
Oklahoma
$2.9M +$4.72K +89 +0.2%
BHWM
288
Bay Harbor Wealth Management
Maryland
$2.89M -$1.88M -35,527 -39%
SVWG
289
Shared Vision Wealth Group
United States
$2.86M -$995K -18,760 -26%
LSA
290
Lansing Street Advisors
Pennsylvania
$2.86M +$221K +4,169 +8%
Kovitz Investment Group Partners
291
Kovitz Investment Group Partners
Illinois
$2.85M -$91.5K -1,726 -3%
TSS
292
Two Sigma Securities
New York
$2.84M +$2.84M +53,511 New
PA
293
PFG Advisors
Arizona
$2.83M -$728K -13,723 -20%
DS
294
DRW Securities
Illinois
$2.83M +$2.83M +53,894 New
HSBC Holdings
295
HSBC Holdings
United Kingdom
$2.83M +$1.35M +25,402 +91%
DL
296
DOHJ LLC
Washington
$2.79M +$207K +3,912 +8%
MWM
297
Mosley Wealth Management
California
$2.78M -$366K -6,896 -12%
DWS
298
Dynamic Wealth Strategies
California
$2.75M +$46K +867 +2%
SYBT
299
Stock Yards Bank & Trust
Kentucky
$2.72M +$38.4K +724 +1%
CAM
300
Cobblestone Asset Management
Virginia
$2.72M -$2.19M -41,267 -45%
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