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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
OIA
26
OneDigital Investment Advisors
Kansas
$126M -$10M -182,930 -7%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$124M +$14.1M +257,108 +12%
SA
28
Sanctuary Advisors
Indiana
$119M +$2.57M +46,911 +2%
NA
29
NewEdge Advisors
Louisiana
$113M +$21.3M +389,679 +22%
MWM
30
Modera Wealth Management
New Jersey
$105M +$2.75M +50,218 +3%
Raymond James Financial
31
Raymond James Financial
Florida
$94.3M +$98.5M +1,797,839 New
JC
32
JB Capital
Connecticut
$92.5M +$10.6M +192,859 +12%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$92.3M +$8.14M +148,567 +9%
EWM
34
Empirical Wealth Management
Washington
$86.7M +$3.78M +68,990 +4%
FIA
35
Foundations Investment Advisors
Arizona
$81.6M +$9.1M +166,229 +12%
MMA
36
Miracle Mile Advisors
California
$81.4M -$2.37M -43,337 -3%
Thrivent Financial for Lutherans
37
Thrivent Financial for Lutherans
Minnesota
$81.1M +$955K +17,434 +1%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$77.9M +$8.09M +147,807 +11%
UCFA
39
United Capital Financial Advisors
Texas
$76.9M +$3M +54,743 +4%
AA
40
Alesco Advisors
New York
$74.8M +$586K +10,707 +0.8%
Natixis Advisors
41
Natixis Advisors
Massachusetts
$72.1M +$35.1M +640,719 +87%
DWM
42
Dynasty Wealth Management
Florida
$68.9M +$71.9M +1,312,367 New
TIAA Trust, National Association
43
TIAA Trust, National Association
North Carolina
$68.9M +$3.8M +69,414 +6%
Stifel Financial
44
Stifel Financial
Missouri
$67.8M +$5.85M +106,873 +9%
Pathstone Holdings
45
Pathstone Holdings
New Jersey
$65.2M +$1.7M +31,069 +3%
Northwestern Mutual Wealth Management
46
Northwestern Mutual Wealth Management
Wisconsin
$63.6M +$2.35M +42,991 +4%
SWP
47
Sagespring Wealth Partners
Tennessee
$63M +$65.8M +1,201,244 New
AL
48
Aspiriant LLC
California
$62.2M +$534K +9,742 +0.8%
SC
49
Savant Capital
Illinois
$58.4M -$17.8K -325 -0%
Focus Partners Wealth
50
Focus Partners Wealth
Massachusetts
$55.9M +$4.78M +87,357 +9%
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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.