EFV icon

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 %
P
301
Pitcairn
Pennsylvania
$3.79M – – –
VW
302
Vance Wealth
California
$3.75M -$287K -4,994 -7%
Brown Advisory
303
Brown Advisory
Maryland
$3.74M -$101K -1,753 -3%
PLFA
304
Pacific Life Fund Advisors
California
$3.72M +$3.72M +64,608 New
CA
305
Claro Advisors
Massachusetts
$3.7M +$1.59M +27,642 +75%
CWM
306
Cranbrook Wealth Management
Michigan
$3.7M +$386K +6,717 +12%
MLA
307
My Legacy Advisors
Oregon
$3.67M +$856K +14,875 +30%
FWMM
308
Foundation Wealth Management (Missouri)
Missouri
$3.67M -$169K -2,940 -4%
TPWA
309
Twin Peaks Wealth Advisors
California
$3.67M +$2.34M +40,697 +177%
NFW
310
Noble Family Wealth
Florida
$3.63M +$4.2K +73 +0.1%
SAW
311
Signal Advisors Wealth
Michigan
$3.63M +$3.63M +63,130 New
HPM
312
Hoxton Planning & Management
West Virginia
$3.62M +$2.29M +39,839 +173%
HI
313
Harbour Investments
Wisconsin
$3.59M +$1.53M +26,587 +74%
DI
314
Disciplined Investments
Oklahoma
$3.54M +$31.7K +551 +0.9%
AWE
315
Avidian Wealth Enterprises
Texas
$3.54M +$1.91M +33,168 +117%
CAG
316
Csenge Advisory Group
Florida
$3.53M +$1.93M +34,112 +121%
BBA
317
Braun-Bostich & Associates
Pennsylvania
$3.53M +$1.39M +24,234 +65%
CIA
318
Concurrent Investment Advisors
Florida
$3.48M +$2.09M +36,302 +150%
SCM
319
SOL Capital Management
Maryland
$3.38M +$147K +2,550 +5%
RFP
320
RCS Financial Planning
Maryland
$3.32M +$1.17M +20,254 +54%
HG
321
Harbor Group
New Hampshire
$3.3M -$3.68K -64 -0.1%
WAL
322
W Advisors LLC
Tennessee
$3.3M +$905K +15,736 +38%
TWP
323
Triad Wealth Partners
Kansas
$3.27M +$3.25M +56,485 +16,047%
LSA
324
Lansing Street Advisors
Pennsylvania
$3.26M +$157K +2,732 +5%
AL
325
ADE LLC
Maryland
$3.24M – – –
11 12
13
14 15