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iShares MSCI EAFE Value ETF
EFV

Overview Fund Activity

946 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
946
Holders Change
+56
Holders Change %
+6.29%
% of All Funds
13.68%
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
Envestnet Asset Management
Illinois
+$1.66B
2
LPL Financial
LPL Financial
California
+$351M
3
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
+$256M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$235M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$181M

Top Sellers

1
SWM
Scissortail Wealth Management
Oklahoma
-$662M
2
Ameriprise
Ameriprise
Minnesota
-$216M
3
Jane Street
Jane Street
New York
-$93.5M
4
SP
Symmetry Partners
Connecticut
-$51M
5
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$34M
Name Holding Trade Value Shares
Change 		Shares
Change %
YIH
476
Y-Intercept (HK)
Hong Kong
$1.11M +$438K +7,622 +65%
TFA
477
Tobias Financial Advisors
Florida
$1.1M -$41.5K -721 -4%
GWMIA
478
Global Wealth Management Investment Advisory
Florida
$1.09M +$14.2K +246 +1%
PTC
479
Private Trust Company
Ohio
$1.09M +$227K +3,951 +26%
CCB
480
Country Club Bank
Missouri
$1.08M – – –
RF
481
RHS Financial
California
$1.07M +$63.1K +1,096 +6%
VWA
482
Visionary Wealth Advisors
Illinois
$1.05M -$121K -2,095 -10%
CCM
483
Coldstream Capital Management
Washington
$1.04M +$474K +8,237 +83%
ACM
484
Absolute Capital Management
Pennsylvania
$1.04M +$611K +10,621 +142%
HIGP
485
Hill Investment Group Partners
Missouri
$1.04M -$1.33K -25 -0.1%
LA
486
Latitude Advisors
Florida
$1.03M +$61.5K +1,069 +6%
GWMR
487
GC Wealth Management RIA
Massachusetts
$1.02M – – –
DC
488
Davenport & Co
Virginia
$1.02M +$160K +2,780 +19%
CA
489
Clearstead Advisors
Ohio
$1M -$51.8K -900 -5%
AQR Capital Management
490
AQR Capital Management
Connecticut
$1,000K +$1,000K +17,376 New
VWWMG
491
Vermillion & White Wealth Management Group
Pennsylvania
$999K -$20.7K -360 -2%
MWP
492
MYCIO Wealth Partners
Pennsylvania
$997K – – –
ATI
493
ARK & TLK Investments
Oklahoma
$994K – – –
QWP
494
Quotient Wealth Partners
Texas
$993K -$85.1K -1,480 -8%
FWM
495
Fonville Wealth Management
Virginia
$991K -$15.2K -265 -2%
ACA
496
Ascension Capital Advisors
Texas
$967K – – –
KF
497
Krilogy Financial
Missouri
$967K +$139K +2,420 +17%
VWM
498
Venturi Wealth Management
Texas
$945K -$32.9K -571 -3%
LA
499
Lifeworks Advisors
Michigan
$938K +$438K +7,619 +88%
CWA
500
Clearview Wealth Advisors
Oregon
$934K -$139K -2,418 -13%
18 19
20
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