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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 %
WANY
426
Wealthspire Advisors (New York)
New York
$1.56M +$195K +3,391 +14%
RCM
427
Raleigh Capital Management
North Carolina
$1.55M +$970K +16,862 +166%
FHC
428
First Heartland Consultants
Missouri
$1.53M +$982K +17,072 +181%
FWM
429
Fortress Wealth Management
California
$1.5M -$29.7K -516 -2%
NHC
430
Nicholas Hoffman & Company
Georgia
$1.5M – – –
LA
431
LVW Advisors
New York
$1.5M -$211K -3,664 -12%
RW
432
Regimen Wealth
Georgia
$1.47M -$8K -139 -0.5%
FWP
433
Falcon Wealth Planning
California
$1.45M -$109K -1,899 -7%
KeyBank National Association
434
KeyBank National Association
Ohio
$1.44M -$64.3K -1,118 -4%
RA
435
Rockingstone Advisors
Massachusetts
$1.43M -$28.2K -490 -2%
GSC
436
G&S Capital
Colorado
$1.43M -$29.5K -512 -2%
SC
437
SouthState Corp
Florida
$1.42M +$23.6K +410 +2%
MOS
438
MGO One Seven
Ohio
$1.42M +$446K +7,750 +46%
HKIMG
439
Hutchens & Kramer Investment Management Group
Indiana
$1.4M +$969K +16,962 +227%
KP
440
Keel Point
Alabama
$1.4M -$460 -8 -0%
SFA
441
Source Financial Advisors
New York
$1.38M +$379K +6,594 +38%
BWA
442
Beam Wealth Advisors
Louisiana
$1.38M +$225K +3,919 +20%
BCG
443
Breakwater Capital Group
New Jersey
$1.37M +$48K +835 +4%
LIA
444
LifePlan Investment Advisors
North Carolina
$1.37M +$496K +8,628 +57%
CCG
445
Catalina Capital Group
California
$1.37M +$516K +8,961 +60%
CFD
446
Creative Financial Designs
Indiana
$1.37M +$27.2K +472 +2%
QWM
447
Quadcap Wealth Management
Texas
$1.36M -$63.7K -1,108 -4%
FI
448
FWG Investments
Kentucky
$1.35M +$57.6K +1,001 +4%
GVAG
449
Great Valley Advisor Group
Delaware
$1.35M +$1.09K +19 +0.1%
TWP
450
Tempus Wealth Planning
California
$1.34M +$147K +2,557 +12%
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