EFV icon

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 %
CIBC World Market
301
CIBC World Market
Ontario, Canada
$2.71M +$40.6K +765 +2%
SFS
302
Summit Financial Strategies
Ohio
$2.68M -$7.9K -149 -0.3%
KFI
303
Key Financial Inc
Pennsylvania
$2.65M – – –
WT
304
Whittier Trust
California
$2.65M – – –
FWP
305
Firethorn Wealth Partners
Georgia
$2.64M -$1.7M -32,053 -39%
RSWM
306
Robertson Stephens Wealth Management
California
$2.64M -$559K -10,536 -17%
SWM
307
SigFig Wealth Management
California
$2.64M -$1.61M -30,411 -38%
HNB
308
Huntington National Bank
Ohio
$2.62M -$2.66M – –
MLA
309
My Legacy Advisors
Oregon
$2.6M -$1.15M -21,755 -31%
SIA
310
SkyView Investment Advisors
New Jersey
$2.58M +$159K +2,993 +7%
DAS
311
Diversify Advisory Services
Utah
$2.57M -$1.79M -33,194 -41%
GH
312
Geisinger Health
Pennsylvania
$2.54M -$5.95M -112,200 -70%
FRA
313
FFG Retirement Advisors
Colorado
$2.51M -$1.19M -22,367 -32%
NFP
314
Narus Financial Partners
Utah
$2.51M -$54.9K -1,035 -2%
SEM
315
Strategic Equity Management
Arizona
$2.5M +$492K +9,283 +25%
TVM
316
True Vision MN
Minnesota
$2.5M -$1.47M -27,639 -37%
ACA
317
Aptus Capital Advisors
Alabama
$2.49M -$2.78M -52,495 -53%
WEG
318
World Equity Group
Illinois
$2.48M -$2.65M -50,015 -52%
Financial Engines Advisors
319
Financial Engines Advisors
California
$2.47M +$995K +18,768 +68%
SRC
320
Shufro Rose & Co
New York
$2.45M +$129K +2,423 +6%
GWP
321
Gen-Wealth Partners
Michigan
$2.43M -$1.57M -29,563 -39%
IFS
322
Ifrah Financial Services
Arkansas
$2.41M -$37.8K -713 -2%
SPAS
323
Spectrum Planning & Advisory Services
California
$2.4M +$2.4M +45,443 New
ASFA
324
All Season Financial Advisors
Colorado
$2.37M +$2.37M +44,709 New
MFA
325
Mayflower Financial Advisors
Massachusetts
$2.34M -$930K -17,531 -28%
11 12
13
14 15