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iShares MSCI EAFE Value ETF
EFV

1,010 hedge funds and large institutions have $19.3B invested in iShares MSCI EAFE Value ETF in 2024 Q4 according to their latest regulatory filings, with 143 funds opening new positions, 485 increasing their positions, 251 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 143 | Existing positions closed: 67

93% more repeat investments, than reductions

Existing positions increased: 485 | Existing positions reduced: 251

8% more capital invested

Capital invested by funds: $17.9B → $19.3B (+$1.43B)

6% more funds holding

Funds holding: 952 → 1,010 (+58)

2.23% more ownership

Funds ownership: 90.2% → 92.43% (+2.2%)

1% more funds holding in top 10

Funds holding in top 10: 90 → 91 (+1)

Holders
1,010
Holders Change
+58
Holders Change %
+6.09%
% of All Funds
13.3%
Holding in Top 10
91
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.11%
% of All Funds
1.2%
New
143
Increased
485
Reduced
251
Closed
67
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$242M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$221M
3
AllianceBernstein
AllianceBernstein
Tennessee
+$174M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$84.1M
5
DWM
Dynasty Wealth Management
Florida
+$71.9M

Top Sellers

Rank Fund Capital Flow
1
Jones Financial Companies
Jones Financial Companies
Missouri
-$112M
2
MIS
Morningstar Investment Services
Illinois
-$43.2M
3
FTUS
Flow Traders U.S.
New York
-$25.5M
4
Prudential Financial
Prudential Financial
New Jersey
-$23.5M
5
EWA
EP Wealth Advisors
California
-$22M
Name Holding Trade Value Shares
Change 		Change in
Stake
KeyBank National Association
451
KeyBank National Association
Ohio
$1.58M +$272K +4,961 +20%
NCM
452
Neumann Capital Management
California
$1.56M – – –
SWM
453
Sagace Wealth Management
Florida
$1.52M -$545K -9,946 -26%
GSC
454
G&S Capital
Colorado
$1.51M +$211K +3,859 +16%
RCM
455
Raleigh Capital Management
North Carolina
$1.48M +$69.4K +1,268 +5%
AG
456
Ascent Group
Virginia
$1.48M -$209K -3,819 -12%
KWA
457
Kingswood Wealth Advisors
California
$1.46M +$335K +6,112 +28%
WPWM
458
Windward Private Wealth Management
Kansas
$1.44M -$73.1K -1,334 -5%
WANY
459
Wealthspire Advisors (New York)
New York
$1.43M +$3.89K +71 +0.3%
ASBI
460
American State Bank (Iowa)
Iowa
$1.39M – – –
CFG
461
Cooper Financial Group
California
$1.38M +$328K +5,990 +29%
LA
462
LVW Advisors
New York
$1.38M +$15K +274 +1%
UF
463
Univest Financial
Pennsylvania
$1.38M -$91.2K -1,665 -6%
BWA
464
Beam Wealth Advisors
Louisiana
$1.38M +$126K +2,301 +10%
AC
465
Addison Capital
Pennsylvania
$1.37M +$305K +5,572 +27%
APWM
466
Anchor Pointe Wealth Management
Missouri
$1.37M +$1.44M +26,218 New
PCA
467
Prosperity Capital Advisors
Ohio
$1.37M +$160K +2,917 +13%
WS
468
Wedbush Securities
California
$1.36M -$133K -2,426 -9%
HKIMG
469
Hutchens & Kramer Investment Management Group
Indiana
$1.36M +$77.3K +1,412 +6%
T
470
Transce3nd
Texas
$1.35M +$1.41M +25,770 New
TCA
471
Transcend Capital Advisors
New Jersey
$1.35M -$1.07M -19,578 -43%
FWMP
472
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$1.33M +$1.39M +25,429 New
NHC
473
Nicholas Hoffman & Company
Georgia
$1.33M -$42.1K -769 -3%
LWAM
474
Legacy Wealth Asset Management
Minnesota
$1.33M +$1.14M +20,762 +452%
TWP
475
Tempus Wealth Planning
California
$1.32M +$108K +1,964 +8%
17 18
19
20 21

EFV Hedge Fund Activity: Q4 2024 in Review

1,010 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE Value ETF (EFV) for Q4 2024, worth a combined $19.3B — up 8% from $17.9B a quarter earlier.

Buyers outnumbered sellers: 143 funds opened new EFV positions and 67 closed out — a net gain of 76 holders — while 485 added to existing stakes and 251 trimmed.

The largest buyer was LPL Financial, adding an estimated $242M. The largest seller was Jones Financial Companies, cutting an estimated $112M.

  • 1,010 institutional investors held iShares MSCI EAFE Value ETF (EFV) as of Q4 2024, up from 952 in Q3 2024.
  • Funds reported $19.3B of iShares MSCI EAFE Value ETF stock for Q4 2024, up 8% quarter-over-quarter.
  • 143 funds opened new iShares MSCI EAFE Value ETF positions in Q4 2024 and 67 closed out, a net change of +76 holders.
  • The largest iShares MSCI EAFE Value ETF buyer in Q4 2024 was LPL Financial, an estimated $242M added.
  • The largest iShares MSCI EAFE Value ETF seller in Q4 2024 was Jones Financial Companies, an estimated $112M sold.

Based on aggregated 13F filings for Q4 2024.