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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 %
MWM
326
Maripau Wealth Management
Indiana
$3.22M +$1.42M +24,734 +79%
TCM
327
Telos Capital Management
California
$3.22M -$57K -990 -2%
CWM
328
Centurion Wealth Management
Virginia
$3.19M +$3.19M +55,430 New
GWP
329
Gateway Wealth Partners
Wisconsin
$3.09M +$2.01M +34,957 +187%
WEG
330
World Equity Group
Illinois
$3.07M +$386K +6,713 +14%
DL
331
DOHJ LLC
Washington
$3.07M +$66.7K +1,170 +2%
AWM
332
Apollon Wealth Management
South Carolina
$3.04M +$1.29M +22,457 +74%
DWS
333
Dynamic Wealth Strategies
California
$3.03M +$55.3K +961 +2%
TF
334
Theory Financial
Colorado
$3M +$1.8M +32,857 +151%
NW
335
NewEdge Wealth
Pennsylvania
$3M +$2.78M +48,338 +1,273%
MI
336
Moneywise Inc
Virginia
$3M +$1.44M +24,952 +92%
BWM
337
BlackDiamond Wealth Management
New York
$2.99M +$1.15M +21,345 +62%
IA
338
IFG Advisory
Georgia
$2.98M +$943K +16,400 +46%
CIBC World Market
339
CIBC World Market
Ontario, Canada
$2.96M +$24.3K +423 +0.8%
ANTB
340
AMG National Trust Bank
Colorado
$2.91M -$501K -8,706 -15%
KFI
341
Key Financial Inc
Pennsylvania
$2.88M – – –
DAS
342
Diversify Advisory Services
Utah
$2.87M +$208K +3,730 +8%
HNB
343
Huntington National Bank
Ohio
$2.83M -$2.62M – –
AA
344
Advisory Alpha
Michigan
$2.81M -$478K -8,301 -15%
NFP
345
Narus Financial Partners
Utah
$2.78M +$59.3K +1,030 +2%
SIA
346
SkyView Investment Advisors
New Jersey
$2.74M -$50.7K -881 -2%
SFS
347
Summit Financial Strategies
Ohio
$2.71M -$192K -3,344 -7%
IF
348
Intrua Financial
Texas
$2.66M +$288K +5,010 +12%
IFS
349
Ifrah Financial Services
Arkansas
$2.64M +$21.5K +374 +0.8%
TCA
350
Transcend Capital Advisors
New Jersey
$2.6M +$1.2M +20,857 +85%
12 13
14
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