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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 %
AA
276
Ancora Advisors
Ohio
$4.53M +$531K +9,238 +13%
Qube Research & Technologies (QRT)
277
Qube Research & Technologies (QRT)
United Kingdom
$4.48M +$4.48M +77,892 New
CA
278
CoreCap Advisors
Michigan
$4.44M +$4.44M +77,133 New
BWCS
279
Beirne Wealth Consulting Services
Connecticut
$4.43M +$150K +2,602 +3%
CWP
280
Corepath Wealth Partners
Arizona
$4.38M +$34.6K +611 +0.8%
SFG
281
Shum Financial Group
California
$4.37M +$4.37M +78,107 New
CFO
282
Collective Family Office
Pennsylvania
$4.36M -$14.5K -252 -0.3%
AF
283
Advisornet Financial
Minnesota
$4.36M +$2.4M +41,636 +122%
USCWA
284
U.S. Capital Wealth Advisors
Texas
$4.33M +$920K +15,988 +27%
ZF
285
Zhang Financial
Michigan
$4.32M -$269K -4,679 -6%
CG
286
Clifford Group
Massachusetts
$4.29M +$448K +7,782 +12%
BBWP
287
Beacon Bridge Wealth Partners
Pennsylvania
$4.28M +$1.95M +33,977 +84%
SEM
288
Strategic Equity Management
Arizona
$4.25M +$1.54M +26,713 +57%
PFBT
289
Parkside Financial Bank & Trust
Missouri
$4.16M +$75.4K +1,311 +2%
EH
290
Equitable Holdings
New York
$4.13M -$99.6K -1,731 -2%
SXL
291
Summit X LLC
Missouri
$4.08M -$243K -4,583 -6%
QPWM
292
Quadrant Private Wealth Management
Pennsylvania
$3.99M +$2.12M +36,799 +113%
LF
293
Lantz Financial
Illinois
$3.96M +$1.77M +30,754 +81%
FFWA
294
Forthright Family Wealth Advisory
Texas
$3.9M -$3.8M -69,067 -49%
GWM
295
Geneos Wealth Management
Colorado
$3.9M +$191K +3,314 +5%
IFA
296
Interactive Financial Advisors
Illinois
$3.8M +$6.56K +114 +0.2%
MA
297
Mutual Advisors
Nebraska
$3.8M +$219K +3,958 +6%
PA
298
PFG Advisors
Arizona
$3.79M +$721K +12,537 +23%
MSWMA
299
Market Street Wealth Management Advisors
Indiana
$3.79M -$47.9K -832 -1%
MCCA
300
Mill Creek Capital Advisors
Pennsylvania
$3.79M – – –
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