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iShares MSCI EAFE Value ETF
EFV

Overview Fund Activity

945 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
945
Holders Change
+56
Holders Change %
+6.3%
% of All Funds
13.67%
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
1
Envestnet Asset Management
Illinois
$3.11B
2
LPL Financial
2
LPL Financial
California
$735M
3
Envestnet Portfolio Solutions
3
Envestnet Portfolio Solutions
Illinois
$567M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$761M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$355M

Top Sellers

1
SWM
1
Scissortail Wealth Management
Oklahoma
$5.16M
2
Ameriprise
2
Ameriprise
Minnesota
$213M
3
Jane Street
3
Jane Street
New York
$314K
4
SP
4
Symmetry Partners
Connecticut
$12.2M
5
Barrow, Hanley, Mewhinney & Strauss
5
Barrow, Hanley, Mewhinney & Strauss
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of New York Mellon
26
Bank of New York Mellon
New York
$122M +$69.2M +1,202,135 +132%
SA
27
Sanctuary Advisors
Indiana
$113M +$37.6M +696,069 +50%
MWM
28
Modera Wealth Management
New Jersey
$112M +$1.84M +32,003 +2%
NA
29
NewEdge Advisors
Louisiana
$101M +$57.3M +995,980 +131%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$92.7M +$15.9M +276,759 +21%
MMA
31
Miracle Mile Advisors
California
$91.7M +$2.88M +50,123 +3%
EWM
32
Empirical Wealth Management
Washington
$91.1M -$390K -6,777 -0.4%
JC
33
JB Capital
Connecticut
$90.3M +$56.3M +977,859 +165%
Thrivent Financial for Lutherans
34
Thrivent Financial for Lutherans
Minnesota
$84.3M +$36.5M +633,618 +76%
AA
35
Alesco Advisors
New York
$81.4M +$406K +7,061 +0.5%
UCFA
36
United Capital Financial Advisors
Texas
$81.2M +$48.4M +842,074 +148%
FIA
37
Foundations Investment Advisors
Arizona
$79.9M +$46.3M +803,990 +138%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$76.9M +$3.84M +66,694 +5%
TIAA Trust, National Association
39
TIAA Trust, National Association
North Carolina
$71.5M +$1.95M +33,841 +3%
Pathstone Holdings
40
Pathstone Holdings
New Jersey
$69.6M +$97.6K +1,696 +0.1%
Stifel Financial
41
Stifel Financial
Missouri
$68.2M +$35M +609,127 +106%
AL
42
Aspiriant LLC
California
$67.7M -$160K -2,781 -0.2%
Northwestern Mutual Wealth Management
43
Northwestern Mutual Wealth Management
Wisconsin
$67.3M -$1.82M -31,656 -3%
SC
44
Savant Capital
Illinois
$64M -$404K -7,020 -0.6%
RJA
45
Raymond James & Associates
Florida
$62.6M +$13M +226,276 +26%
AWM
46
AE Wealth Management
Kansas
$58M +$11.1M +192,335 +24%
Focus Partners Wealth
47
Focus Partners Wealth
Massachusetts
$56.2M +$43.6M +758,323 +346%
EWA
48
EP Wealth Advisors
California
$55.8M -$7.95M -138,127 -12%
BPA
49
Beacon Pointe Advisors
California
$52.9M -$3.03M -52,733 -5%
MIS
50
Morningstar Investment Services
Illinois
$52.9M +$3.99M +69,015 +8%
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