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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 %
WFS
376
WealthGarden F.S.
California
$2.2M +$1.39M +24,122 +170%
SWM
377
Sagace Wealth Management
Florida
$2.2M +$436K +7,701 +25%
FFA
378
First Foundation Advisors
California
$2.19M +$135K +2,350 +7%
O3W
379
Omni 360 Wealth
New Jersey
$2.17M +$40.6K +705 +2%
UAS
380
United Asset Strategies
New York
$2.17M -$1.78M -31,007 -45%
GM
381
GeoWealth Management
Illinois
$2.12M +$824K +14,323 +63%
WP
382
WealthPLAN Partners
Nebraska
$2.09M +$1.2M +20,866 +135%
KAM
383
KEB Asset Management
Illinois
$2.07M – – –
VM
384
VPR Management
Texas
$2.05M – – –
FW
385
FullCircle Wealth
Texas
$2.05M +$1.24M +22,196 +152%
CRI
386
Commonwealth Retirement Investments
Virginia
$2.04M +$1.09M +18,870 +113%
MCC
387
Maiden Cove Capital
Maine
$2.03M -$51.5K -896 -2%
SPI
388
Sutton Place Investors
New York
$2.03M +$974K +16,922 +92%
PFGIA
389
Patriot Financial Group Insurance Agency
Massachusetts
$2.02M +$863K +14,996 +74%
SFG
390
Sovereign Financial Group
Connecticut
$2M +$1.1M +19,087 +121%
BEI
391
Benjamin Edwards Inc
Missouri
$2M +$2M +34,762 New
SFS
392
Sowell Financial Services
Arkansas
$2M -$14.8K -258 -0.7%
NS
393
NBC Securities
Alabama
$1.97M +$94.3K +1,639 +5%
Kovitz Investment Group Partners
394
Kovitz Investment Group Partners
Illinois
$1.95M -$431K -9,708 -18%
NA
395
Navellier & Associates
Nevada
$1.92M – – –
WC
396
Weil Company
California
$1.89M -$31.1K -541 -2%
MSRPS
397
Maryland State Retirement & Pension System
Maryland
$1.87M +$535K +9,291 +40%
CTC
398
Central Trust Company
Missouri
$1.86M -$48.5K -843 -3%
AG
399
Ascent Group
Virginia
$1.84M -$381K -6,625 -17%
SIA
400
Stegner Investment Associates
Kentucky
$1.84M -$35.4K -615 -2%
14 15
16
17 18