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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 %
IA
426
IFP Advisors
Florida
$1.18M -$1M -18,885 -46%
CI
427
Conning Inc
Connecticut
$1.17M – – –
OC
428
Oppenheimer & Co
New York
$1.17M +$121K +2,285 +12%
TF
429
Theory Financial
Colorado
$1.16M +$225K +4,234 +24%
PG
430
Patten Group
Tennessee
$1.15M -$13.5K -254 -1%
MWM
431
Modern Wealth Management
Kansas
$1.12M +$562K +10,602 +101%
CFG
432
Cooper Financial Group
California
$1.1M -$57.8K -1,089 -5%
TWP
433
Tempus Wealth Planning
California
$1.1M -$81.5K -1,537 -7%
AWM
434
Axxcess Wealth Management
California
$1.09M -$244K -4,609 -18%
VWA
435
Visionary Wealth Advisors
Illinois
$1.08M -$64.9K -1,224 -6%
FAIM
436
Financial Advocates Investment Management
Washington
$1.08M +$1.08M +20,336 New
DSA
437
Droms Strauss Advisors
Missouri
$1.08M -$197K -3,721 -16%
HIGP
438
Hill Investment Group Partners
Missouri
$1.07M -$63.4K -1,158 -6%
PFGIA
439
Patriot Financial Group Insurance Agency
Massachusetts
$1.07M -$212K -3,996 -17%
WIM
440
Westside Investment Management
California
$1.07M +$39.5K +745 +4%
BWA
441
Beam Wealth Advisors
Louisiana
$1.06M +$1.06M +20,012 New
TFA
442
Tobias Financial Advisors
Florida
$1.05M -$796 -15 -0.1%
Susquehanna International Group
443
Susquehanna International Group
Pennsylvania
$1.03M -$17M -320,196 -94%
RIM
444
Redwood Investment Management
Arizona
$1.02M -$1.02M -19,215 -50%
AWMNH
445
Arcadia Wealth Management (New Hampshire)
New Hampshire
$1.01M -$40.7K -768 -4%
BFEC
446
Benjamin F. Edwards & Company
Missouri
$1M -$589K -11,114 -37%
QWP
447
Quotient Wealth Partners
Texas
$994K -$1.27M -23,879 -56%
GWMIA
448
Global Wealth Management Investment Advisory
Florida
$993K -$15.6K -295 -2%
KWA
449
Kingswood Wealth Advisors
California
$993K +$105K +1,973 +12%
GWP
450
Gateway Wealth Partners
Wisconsin
$992K -$590K -11,122 -37%
16 17
18
19 20