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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 %
CAM
451
Cresset Asset Management
Illinois
$1.34M +$15.9K +276 +1%
PCA
452
Prosperity Capital Advisors
Ohio
$1.34M +$706K +12,265 +112%
MCM
453
Mainstream Capital Management
California
$1.33M +$1.33M +23,167 New
TSS
454
Two Sigma Securities
New York
$1.32M -$1.76M -30,645 -57%
OC
455
Oppenheimer & Co
New York
$1.31M +$38.2K +664 +3%
AWM
456
Aspire Wealth Management
Massachusetts
$1.3M +$742K +12,898 +132%
SPC
457
Sigma Planning Corp
Michigan
$1.3M -$228K -3,960 -15%
ACA
458
Aptus Capital Advisors
Alabama
$1.3M -$1.4M -24,387 -52%
CCM
459
Causeway Capital Management
California
$1.29M +$1.29M +22,400 New
WWP
460
WR Wealth Planners
Missouri
$1.27M -$634K -11,024 -33%
PG
461
Patten Group
Tennessee
$1.26M +$8.23K +143 +0.7%
CAM
462
Campion Asset Management
Virginia
$1.26M -$143K -2,486 -10%
APC
463
Aspire Private Capital
North Carolina
$1.26M +$663K +11,529 +112%
AEPWM
464
Atlantic Edge Private Wealth Management
Florida
$1.25M -$116K -2,025 -8%
KWA
465
Kingswood Wealth Advisors
California
$1.25M +$177K +3,074 +16%
WIM
466
Westside Investment Management
California
$1.21M +$52.4K +910 +5%
MG
467
Mather Group
Illinois
$1.19M +$539K +9,365 +83%
AC
468
Addison Capital
Pennsylvania
$1.19M +$132K +2,296 +13%
CFG
469
Cooper Financial Group
California
$1.17M -$19.2K -333 -2%
AWMNH
470
Arcadia Wealth Management (New Hampshire)
New Hampshire
$1.17M +$80.3K +1,396 +7%
ACP
471
Aveo Capital Partners
Colorado
$1.16M +$121K +2,095 +12%
BFA
472
Beacon Financial Advisory
Ohio
$1.16M +$452K +7,852 +64%
DSA
473
Droms Strauss Advisors
Missouri
$1.16M -$8.92K -155 -0.8%
HIM
474
Hanlon Investment Management
New Jersey
$1.14M +$748K +13,007 +191%
IBOK
475
Independence Bank of Kentucky
Kentucky
$1.13M -$200K -3,481 -15%
17 18
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