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iShares MSCI EAFE Value ETF
EFV

Overview Fund Activity

890 hedge funds and large institutions have $12.3B invested in iShares MSCI EAFE Value ETF in 2024 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 250 increasing their positions, 449 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
890
Holders Change
+4
Holders Change %
+0.45%
% of All Funds
12.94%
Holding in Top 10
53
Holding in Top 10 Change
-29
Holding in Top 10 Change %
-35.37%
% of All Funds
0.77%
New
80
Increased
250
Reduced
449
Closed
64
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EWA
EP Wealth Advisors
California
+$57.4M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$36.1M
3
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
+$34M
4
LFG
Larson Financial Group
Missouri
+$30.5M
5
SP
Symmetry Partners
Connecticut
+$29.8M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$617M
2
Jane Street
Jane Street
New York
-$439M
3
GA
GFS Advisors
Texas
-$125M
4
LPL Financial
LPL Financial
California
-$121M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$105M
Name Holding Trade Value Shares
Change 		Shares
Change %
CRI
476
Commonwealth Retirement Investments
Virginia
$884K -$410K -7,733 -32%
VPP
477
Vertex Planning Partners
Illinois
$863K -$491K -9,262 -36%
VFO
478
Virtus Family Office
Texas
$849K +$205K +3,859 +32%
AWM
479
Aprio Wealth Management
Georgia
$849K +$177K +3,332 +26%
MW
480
Marcum Wealth
Ohio
$845K -$26.9K -508 -3%
SFG
481
Sovereign Financial Group
Connecticut
$834K -$136K -2,555 -14%
WP
482
WealthPLAN Partners
Nebraska
$821K -$494K -9,310 -38%
GA
483
GFS Advisors
Texas
$816K -$125M -15,316 -99%
SC
484
Sierra Capital
Florida
$809K – – –
LIA
485
LifePlan Investment Advisors
North Carolina
$808K -$127K -2,398 -14%
PCA
486
Pallas Capital Advisors
Massachusetts
$803K -$101K -1,845 -11%
CCFM
487
Clear Creek Financial Management
Washington
$803K -$468K -8,828 -37%
PTC
488
Private Trust Company
Ohio
$796K -$5.89K -111 -0.7%
FW
489
FullCircle Wealth
Texas
$794K +$794K +14,612 New
CCG
490
Catalina Capital Group
California
$789K -$330K -6,220 -29%
DC
491
Davenport & Co
Virginia
$789K +$157K +2,951 +25%
LJAC
492
L.J. Altfest & Co
New York
$788K -$63.5K -1,197 -7%
AFG
493
Atomi Financial Group
New York
$788K -$56.8K -1,070 -7%
CCWA
494
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$788K -$2.28K -43 -0.3%
OSAM
495
O'Shaughnessy Asset Management
Connecticut
$785K +$53.4K +1,007 +7%
TPWA
496
TRUE Private Wealth Advisors
Oregon
$783K -$526K -9,915 -40%
ECG
497
Edge Capital Group
Georgia
$782K -$102K -1,925 -12%
OCFG
498
O'Connor Financial Group
Illinois
$778K -$40.2K -757 -5%
MHB
499
Midwest Heritage Bank
Iowa
$778K -$119K -2,250 -13%
WHCI
500
W.H. Cornerstone Investments
Massachusetts
$777K -$326K -6,150 -30%
18 19
20
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