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iShares MSCI EAFE Value ETF
EFV

Overview Fund Activity

885 hedge funds and large institutions have $14.9B invested in iShares MSCI EAFE Value ETF in 2024 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 242 increasing their positions, 447 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
885
Holders Change
-1
Holders Change %
-0.11%
% of All Funds
12.83%
Holding in Top 10
82
Holding in Top 10 Change
-23
Holding in Top 10 Change %
-21.9%
% of All Funds
1.19%
New
74
Increased
242
Reduced
447
Closed
58
Calls
$81.8M
Puts
–
Net Calls
+$81.8M
Net Calls Change
+$81.8M

Top Buyers

1
Jane Street
Jane Street
New York
$539M
2
Ameriprise
Ameriprise
Minnesota
$443M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$962M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$273M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$112M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$2B
2
Morgan Stanley
Morgan Stanley
New York
$512M
3
Osaic Holdings
Osaic Holdings
Arizona
$37.1M
4
LPL Financial
LPL Financial
California
$488M
5
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
$384M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
26
Empirical Wealth Management
Washington
$83.7M +$3.39M +62,294 +4%
MMA
27
Miracle Mile Advisors
California
$82.9M -$17.2M -315,454 -17%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$81.2M -$11.5M -210,888 -12%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$78.9M +$16.9M +310,370 +27%
OIA
30
OneDigital Investment Advisors
Kansas
$76.2M -$16.7M -307,536 -18%
AA
31
Alesco Advisors
New York
$75.6M +$1.27M +23,350 +2%
Bank of New York Mellon
32
Bank of New York Mellon
New York
$70.6M -$59.6M -1,096,169 -46%
RIG
33
RiverFront Investment Group
Virginia
$66.3M +$6.29M +115,680 +10%
AL
34
Aspiriant LLC
California
$65.4M -$783K -14,402 -1%
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$65.3M -$1.84M -33,903 -3%
SC
36
Savant Capital
Illinois
$63.5M -$885K -16,277 -1%
TIAA Trust, National Association
37
TIAA Trust, National Association
North Carolina
$62.6M -$11.6M -212,936 -16%
BPA
38
Beacon Pointe Advisors
California
$54.4M -$978K -17,971 -2%
RJA
39
Raymond James & Associates
Florida
$53M -$2.93M -53,875 -5%
BSW
40
Buckingham Strategic Wealth
Missouri
$52.7M -$754K -13,857 -1%
UCFA
41
United Capital Financial Advisors
Texas
$52.6M -$28.7M -526,920 -35%
JC
42
JB Capital
Connecticut
$51.2M -$23.7M -435,685 -32%
Thrivent Financial for Lutherans
43
Thrivent Financial for Lutherans
Minnesota
$50.9M +$15.2M +278,798 +42%
Natixis Advisors
44
Natixis Advisors
Massachusetts
$48.9M +$2.09M +38,361 +4%
MIS
45
Morningstar Investment Services
Illinois
$47.7M -$47.9M -879,449 -50%
Qube Research & Technologies (QRT)
46
Qube Research & Technologies (QRT)
United Kingdom
$47.6M +$10.5M +193,912 +28%
NA
47
NewEdge Advisors
Louisiana
$46.9M -$15.1M -276,937 -24%
FIA
48
Foundations Investment Advisors
Arizona
$46.7M -$13.6M -249,754 -23%
FSWA
49
Financial Synergies Wealth Advisors
Texas
$44.2M -$675K -12,407 -2%
JFGIW
50
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$43M +$6.53M +120,116 +18%
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