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iShares MSCI EAFE Value ETF
EFV

Overview Fund Activity

999 hedge funds and large institutions have $19.3B invested in iShares MSCI EAFE Value ETF in 2024 Q4 according to their latest regulatory filings, with 138 funds opening new positions, 481 increasing their positions, 251 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
999
Holders Change
+53
Holders Change %
+5.6%
% of All Funds
13.3%
Holding in Top 10
89
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.11%
% of All Funds
1.18%
New
138
Increased
481
Reduced
251
Closed
67
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Koshinski Asset Management
Koshinski Asset Management
Illinois
+$1.54B
2
LPL Financial
LPL Financial
California
+$232M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$212M
4
AllianceBernstein
AllianceBernstein
Tennessee
+$167M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$80.6M

Top Sellers

1
Jones Financial Companies
Jones Financial Companies
Missouri
-$108M
2
MIS
Morningstar Investment Services
Illinois
-$41.4M
3
FTUS
Flow Traders U.S.
New York
-$25.5M
4
Prudential Financial
Prudential Financial
New Jersey
-$22.5M
5
EWA
EP Wealth Advisors
California
-$21.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
TF
326
Theory Financial
Colorado
$3.32M +$456K +8,684 +16%
MSWMA
327
Market Street Wealth Management Advisors
Indiana
$3.31M -$146K -2,783 -4%
Brown Advisory
328
Brown Advisory
Maryland
$3.31M -$105K -1,998 -3%
WEG
329
World Equity Group
Illinois
$3.3M +$502K +9,563 +18%
VW
330
Vance Wealth
California
$3.29M -$134K -2,551 -4%
Financial Engines Advisors
331
Financial Engines Advisors
California
$3.28M +$936K +17,832 +40%
IF
332
Intrua Financial
Texas
$3.28M +$847K +16,146 +35%
BWMG
333
Barnes Wealth Management Group
California
$3.27M +$3.27M +62,247 New
DI
334
Disciplined Investments
Oklahoma
$3.24M +$10.6K +202 +0.3%
DAS
335
Diversify Advisory Services
Utah
$3.22M +$545K +10,502 +20%
AWE
336
Avidian Wealth Enterprises
Texas
$3.21M -$18.9K -360 -0.6%
IA
337
IFG Advisory
Georgia
$3.2M +$486K +9,256 +18%
BOSSRA
338
B.O.S.S. Retirement Advisors
Utah
$3.19M +$2.75M +52,479 +629%
SCM
339
SOL Capital Management
Maryland
$3.16M +$73.5K +1,400 +2%
SF
340
SWP Financial
California
$3.14M +$3.14M +59,938 New
GWP
341
Gateway Wealth Partners
Wisconsin
$3.09M +$270K +5,147 +10%
PFS
342
Prospera Financial Services
Texas
$3.04M -$1.75M -33,374 -37%
HG
343
Harbor Group
New Hampshire
$3.03M +$13.3K +254 +0.4%
TCM
344
Telos Capital Management
California
$3.02M +$84.8K +1,617 +3%
LI
345
LifeWealth Investments
Florida
$3.02M +$3.02M +57,568 New
HPM
346
Hoxton Planning & Management
West Virginia
$3.01M -$296K -5,632 -9%
WAL
347
W Advisors LLC
Tennessee
$2.99M -$18.3K -348 -0.6%
EH
348
Equitable Holdings
New York
$2.99M -$773K -14,735 -21%
CWM
349
Centurion Wealth Management
Virginia
$2.99M +$79.5K +1,515 +3%
AL
350
ADE LLC
Maryland
$2.95M -$3.1K -59 -0.1%
12 13
14
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