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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 %
CWA
451
Clearview Wealth Advisors
Oregon
$990K -$1.6M -30,083 -62%
CCB
452
Country Club Bank
Missouri
$988K – – –
BFG
453
Bleakley Financial Group
New Jersey
$986K +$38.3K +723 +4%
CF
454
Centaurus Financial
California
$984K +$22.1K +416 +2%
CA
455
Clearstead Advisors
Ohio
$973K – – –
AC
456
Addison Capital
Pennsylvania
$971K +$353K +6,660 +57%
SPI
457
Sutton Place Investors
New York
$971K -$278K -5,249 -22%
ACP
458
Aveo Capital Partners
Colorado
$959K -$149K -2,807 -13%
GIA
459
GHP Investment Advisors
Colorado
$948K -$30.1K -568 -3%
GWMR
460
GC Wealth Management RIA
Massachusetts
$944K +$944K +17,794 New
VWWMG
461
Vermillion & White Wealth Management Group
Pennsylvania
$940K +$36.1K +680 +4%
RF
462
RHS Financial
California
$932K -$126K -2,369 -12%
FWM
463
Fonville Wealth Management
Virginia
$928K -$25.5K -480 -3%
GFA
464
Gallagher Fiduciary Advisors
Illinois
$927K +$67.3K +1,268 +8%
P
465
&Partners
Tennessee
$925K +$542K +10,223 +142%
SFA
466
Source Financial Advisors
New York
$922K +$5.68K +107 +0.6%
MWP
467
MYCIO Wealth Partners
Pennsylvania
$919K +$26.3K +495 +3%
ATI
468
ARK & TLK Investments
Oklahoma
$916K – – –
BIG
469
Bush Investment Group
Georgia
$916K -$593K -11,183 -39%
VWM
470
Venturi Wealth Management
Texas
$901K -$620K -11,683 -41%
AWM
471
Angeles Wealth Management
California
$900K – – –
LA
472
Latitude Advisors
Florida
$896K +$175K +3,298 +24%
MOS
473
MGO One Seven
Ohio
$895K -$216K -4,080 -19%
ACA
474
Ascension Capital Advisors
Texas
$892K – – –
Betterment LLC
475
Betterment LLC
New York
$886K -$536K -10,107 -38%
17 18
19
20 21