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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 %
SC
376
Seldon Capital
California
$1.64M – – –
IWM
377
IHT Wealth Management
Illinois
$1.61M +$345K +6,514 +27%
AWM
378
Apollon Wealth Management
South Carolina
$1.61M -$1.67M -31,560 -51%
GP
379
Girard Partners
Pennsylvania
$1.6M -$52.7K -994 -3%
NCM
380
Neumann Capital Management
California
$1.58M – – –
LA
381
LVW Advisors
New York
$1.58M -$411K -7,751 -21%
TPCW
382
TD Private Client Wealth
New York
$1.57M +$97.6K +1,841 +7%
WPWM
383
Windward Private Wealth Management
Kansas
$1.53M -$25.4K -478 -2%
AWE
384
Avidian Wealth Enterprises
Texas
$1.5M -$1.06M -20,055 -41%
CAG
385
Csenge Advisory Group
Florida
$1.5M -$2.01M -37,890 -57%
RWP
386
Revolve Wealth Partners
New Jersey
$1.47M +$35.2K +663 +2%
MI
387
Moneywise Inc
Virginia
$1.44M +$588K +11,077 +69%
FWP
388
Falcon Wealth Planning
California
$1.44M -$57K -1,074 -4%
CWP
389
Cyndeo Wealth Partners
Florida
$1.42M -$494K -9,306 -26%
JSW
390
Journey Strategic Wealth
New Jersey
$1.42M +$638K +12,020 +82%
FWM
391
Fortress Wealth Management
California
$1.41M +$11.8K +223 +0.8%
SPC
392
Sigma Planning Corp
Michigan
$1.41M -$640K -12,075 -31%
CAL
393
Capital Analysts LLC
Pennsylvania
$1.4M +$164K +3,099 +13%
GSC
394
G&S Capital
Colorado
$1.39M -$3.68K -67 -0.3%
KeyBank National Association
395
KeyBank National Association
Ohio
$1.39M +$386K +7,270 +38%
NHC
396
Nicholas Hoffman & Company
Georgia
$1.39M +$4.19K +79 +0.3%
KWM
397
Kingsview Wealth Management
Oregon
$1.38M +$118K +2,229 +9%
CFG
398
Clayton Financial Group
Missouri
$1.37M +$210K +3,868 +18%
RW
399
Regimen Wealth
Georgia
$1.36M -$752K -14,185 -36%
RA
400
Rockingstone Advisors
Massachusetts
$1.35M +$6.1K +115 +0.5%
14 15
16
17 18