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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 %
EWA
326
EverSource Wealth Advisors
Alabama
$2.32M +$98.5K +1,785 +4%
SWA
327
Sax Wealth Advisors
New Jersey
$2.28M +$12.3K +231 +0.5%
EFG
328
Ehrlich Financial Group
California
$2.27M -$284K -5,354 -11%
RJT
329
Raymond James Trust
Florida
$2.27M +$14.1K +266 +0.6%
Citadel Advisors
330
Citadel Advisors
Florida
$2.26M -$17.2M -324,360 -88%
WIA
331
World Investment Advisors
California
$2.23M +$2.23M +42,102 New
CB
332
Commerce Bank
Missouri
$2.22M -$3.66K -69 -0.2%
AFTS
333
American Financial & Tax Strategies
New York
$2.21M -$35.9K -676 -2%
WAL
334
W Advisors LLC
Tennessee
$2.21M -$315K -5,936 -12%
IF
335
Intrua Financial
Texas
$2.19M +$359K +6,773 +20%
ATS
336
Ashton Thomas Securities
New York
$2.19M +$2.19M +40,672 New
CC
337
Copperleaf Capital
North Carolina
$2.17M -$857K -16,154 -28%
MYIA
338
Mount Yale Investment Advisors
Colorado
$2.15M -$1.12M -21,076 -34%
BBWP
339
Beacon Bridge Wealth Partners
Pennsylvania
$2.14M -$1.73M -32,619 -45%
SWM
340
Sterling Wealth Management
Illinois
$2.13M +$17K +320 +0.8%
VCP
341
Verus Capital Partners
Arizona
$2.12M -$652K -12,295 -24%
AssetMark Inc
342
AssetMark Inc
California
$2.1M -$180K -3,402 -8%
IIC
343
Ironwood Investment Counsel
Arizona
$2.08M -$106K -1,995 -5%
SWA
344
Stratos Wealth Advisors
Ohio
$2.07M -$808K -15,229 -28%
PFS
345
Prospera Financial Services
Texas
$2.07M -$422K -7,953 -17%
AG
346
Ascent Group
Virginia
$2.05M -$263K -4,964 -11%
WF
347
Warner Financial
Maryland
$2.04M +$33.5K +631 +2%
PFP
348
Pinnacle Financial Partners
Tennessee
$2.03M +$365K +6,882 +22%
LF
349
Lantz Financial
Illinois
$2.02M -$602K -11,348 -23%
TWM
350
Tradition Wealth Management
Minnesota
$1.99M -$1.19M -22,431 -37%
12 13
14
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