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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 %
RFP
351
RCS Financial Planning
Maryland
$1.99M -$896K -16,897 -31%
BBA
352
Braun-Bostich & Associates
Pennsylvania
$1.97M +$783K +14,758 +66%
O3W
353
Omni 360 Wealth
New Jersey
$1.96M -$382K -7,198 -16%
MCC
354
Maiden Cove Capital
Maine
$1.96M +$1.96M +36,247 New
CA
355
Claro Advisors
Massachusetts
$1.95M +$828K +15,611 +74%
KAM
356
KEB Asset Management
Illinois
$1.91M +$212 +4 +0%
HI
357
Harbour Investments
Wisconsin
$1.9M -$666K -12,548 -26%
VM
358
VPR Management
Texas
$1.89M – – –
FFA
359
First Foundation Advisors
California
$1.89M +$986K +18,595 +109%
AIA
360
Alera Investment Advisors
Illinois
$1.88M +$1.62M +30,540 +615%
IA
361
IFG Advisory
Georgia
$1.87M -$522K -9,835 -22%
SFS
362
Sowell Financial Services
Arkansas
$1.86M -$251K -4,736 -12%
AF
363
Advisornet Financial
Minnesota
$1.81M -$2.35M -44,223 -56%
BWM
364
BlackDiamond Wealth Management
New York
$1.81M -$198K -3,745 -10%
WC
365
Weil Company
California
$1.77M -$31.6K -595 -2%
NA
366
Navellier & Associates
Nevada
$1.77M – – –
X
367
Xponance
Pennsylvania
$1.76M – – –
CTC
368
Central Trust Company
Missouri
$1.76M -$30.1K -568 -2%
WWP
369
WR Wealth Planners
Missouri
$1.76M -$16.3K -307 -0.9%
SIA
370
Stegner Investment Associates
Kentucky
$1.73M -$47K -887 -3%
NS
371
NBC Securities
Alabama
$1.73M +$335K +6,320 +24%
QPWM
372
Quadrant Private Wealth Management
Pennsylvania
$1.72M -$449K -8,456 -21%
SWM
373
Sagace Wealth Management
Florida
$1.72M +$1.72M +31,151 New
MWM
374
Maripau Wealth Management
Indiana
$1.66M -$936K -17,645 -36%
MIAS
375
Mason Investment Advisory Services
Virginia
$1.66M +$46.9K +884 +3%
13 14
15
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