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iShares MSCI EAFE Value ETF
EFV

Overview Fund Activity

946 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
946
Holders Change
+56
Holders Change %
+6.29%
% of All Funds
13.68%
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 %
BWA
401
BCU Wealth Advisors
Illinois
$1.84M +$1.16M +20,232 +173%
MWA
402
Merkkuri Wealth Advisors
New York
$1.83M +$515K +8,960 +39%
TPWA
403
TRUE Private Wealth Advisors
Oregon
$1.82M +$972K +16,895 +114%
MIAS
404
Mason Investment Advisory Services
Virginia
$1.81M +$9.72K +169 +0.5%
TPCW
405
TD Private Client Wealth
New York
$1.79M +$88.8K +1,543 +5%
SC
406
Seldon Capital
California
$1.78M – – –
KWM
407
Kingsview Wealth Management
Oregon
$1.78M +$285K +4,960 +19%
JSW
408
Journey Strategic Wealth
New Jersey
$1.78M +$239K +4,161 +16%
CCFM
409
Clear Creek Financial Management
Washington
$1.77M +$896K +15,580 +103%
WIA
410
World Investment Advisors
California
$1.76M -$657K -11,422 -27%
SFG
411
Sage Financial Group
Pennsylvania
$1.76M +$376K +6,530 +27%
D
412
Dentgroup
Louisiana
$1.75M +$1.28M +22,334 +276%
NCM
413
Neumann Capital Management
California
$1.71M – – –
Principal Financial Group
414
Principal Financial Group
Iowa
$1.71M -$4.06M -70,645 -70%
TWC
415
TD Waterhouse Canada
Ontario, Canada
$1.7M +$316K +5,535 +23%
UW
416
Unique Wealth
Florida
$1.69M +$1.69M +29,437 New
CAM
417
Concorde Asset Management
Michigan
$1.66M +$211K +3,674 +15%
WPWM
418
Windward Private Wealth Management
Kansas
$1.66M -$1.84K -32 -0.1%
NL
419
NWAM LLC
Washington
$1.65M +$1.65M +28,738 New
MWM
420
Modern Wealth Management
Kansas
$1.65M +$434K +7,538 +36%
WS
421
Wedbush Securities
California
$1.63M +$326K +5,672 +25%
FRA
422
FFG Retirement Advisors
Colorado
$1.62M -$1.1M -19,160 -40%
UF
423
Univest Financial
Pennsylvania
$1.61M +$1.61M +27,940 New
HSBC Holdings
424
HSBC Holdings
United Kingdom
$1.58M -$1.49M -25,840 -48%
RWP
425
Revolve Wealth Partners
New Jersey
$1.58M -$18.3K -318 -1%
15 16
17
18 19