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iShares MSCI EAFE Value ETF
EFV

Overview Fund Activity

997 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 138 funds opening new positions, 480 increasing their positions, 250 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
997
Holders Change
+52
Holders Change %
+5.5%
% of All Funds
13.28%
Holding in Top 10
89
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.11%
% of All Funds
1.19%
New
138
Increased
480
Reduced
250
Closed
66
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$1.54B
2
LPL Financial
2
LPL Financial
California
$902M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$3.04B
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$303M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$1.09B

Top Sellers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$661M
2
MIS
2
Morningstar Investment Services
Illinois
$6.56M
3
FTUS
3
Flow Traders U.S.
New York
$0
4
Prudential Financial
4
Prudential Financial
New Jersey
$6.08M
5
EWA
5
EP Wealth Advisors
California
$29.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
OIA
26
OneDigital Investment Advisors
Kansas
$126M -$9.6M -182,930 -7%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$124M +$13.5M +257,108 +12%
SA
28
Sanctuary Advisors
Indiana
$119M +$2.6M +46,911 +2%
NA
29
NewEdge Advisors
Louisiana
$113M +$20.4M +389,679 +22%
MWM
30
Modera Wealth Management
New Jersey
$105M +$2.63M +50,218 +3%
Raymond James Financial
31
Raymond James Financial
Florida
$94.3M +$94.3M +1,797,839 New
JC
32
JB Capital
Connecticut
$92.5M +$10.1M +192,859 +12%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$92.3M +$7.8M +148,567 +9%
EWM
34
Empirical Wealth Management
Washington
$86.7M +$3.62M +68,990 +4%
FIA
35
Foundations Investment Advisors
Arizona
$81.6M +$8.72M +166,229 +12%
MMA
36
Miracle Mile Advisors
California
$81.4M -$2.27M -43,337 -3%
Thrivent Financial for Lutherans
37
Thrivent Financial for Lutherans
Minnesota
$81.1M +$954K +17,434 +1%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$77.9M +$7.76M +147,807 +11%
UCFA
39
United Capital Financial Advisors
Texas
$76.9M +$2.87M +54,743 +4%
AA
40
Alesco Advisors
New York
$74.8M +$562K +10,707 +0.8%
Natixis Advisors
41
Natixis Advisors
Massachusetts
$72.1M +$33.6M +640,719 +87%
DWM
42
Dynasty Wealth Management
Florida
$68.9M +$68.9M +1,312,367 New
TIAA Trust, National Association
43
TIAA Trust, National Association
North Carolina
$68.9M +$3.64M +69,414 +6%
Stifel Financial
44
Stifel Financial
Missouri
$67.8M +$5.61M +106,873 +9%
Pathstone Holdings
45
Pathstone Holdings
New Jersey
$65.2M +$1.63M +31,069 +3%
Northwestern Mutual Wealth Management
46
Northwestern Mutual Wealth Management
Wisconsin
$63.6M +$2.26M +42,991 +4%
SWP
47
Sagespring Wealth Partners
Tennessee
$63M +$63M +1,201,244 New
AL
48
Aspiriant LLC
California
$62.2M +$511K +9,742 +0.8%
SC
49
Savant Capital
Illinois
$58.4M -$17.1K -325 -0%
Focus Partners Wealth
50
Focus Partners Wealth
Massachusetts
$55.9M +$4.58M +87,357 +9%
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