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iShares MSCI EAFE Value ETF
EFV

Overview Fund Activity

999 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, 481 increasing their positions, 251 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
999
Holders Change
+53
Holders Change %
+5.6%
% of All Funds
13.3%
Holding in Top 10
89
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.11%
% of All Funds
1.18%
New
138
Increased
481
Reduced
251
Closed
67
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Koshinski Asset Management
Koshinski Asset Management
Illinois
+$1.54B
2
LPL Financial
LPL Financial
California
+$232M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$212M
4
AllianceBernstein
AllianceBernstein
Tennessee
+$167M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$80.6M

Top Sellers

1
Jones Financial Companies
Jones Financial Companies
Missouri
-$108M
2
MIS
Morningstar Investment Services
Illinois
-$41.4M
3
FTUS
Flow Traders U.S.
New York
-$25.5M
4
Prudential Financial
Prudential Financial
New Jersey
-$22.5M
5
EWA
EP Wealth Advisors
California
-$21.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
KP
476
Keel Point
Alabama
$1.27M -$840 -16 -0.1%
BCG
477
Breakwater Capital Group
New Jersey
$1.25M -$2.41K -46 -0.2%
OC
478
Oppenheimer & Co
New York
$1.25M +$51.1K +973 +4%
FWP
479
Falcon Wealth Planning
California
$1.24M -$84.1K -1,602 -6%
CAM
480
Cresset Asset Management
Illinois
$1.22M -$3.36K -64 -0.3%
GVAG
481
Great Valley Advisor Group
Delaware
$1.21M -$15.7K -300 -1%
BFA
482
Beacon Financial Advisory
Ohio
$1.2M +$147K +2,799 +14%
GHAM
483
Gilman Hill Asset Management
Connecticut
$1.2M +$829K +15,800 +225%
MCM
484
Mainstream Capital Management
California
$1.19M -$21.5K -410 -2%
ISFAN
485
Investor's Fiduciary Advisor Network
Washington
$1.18M +$1.18M +22,535 New
CCM
486
Cullen Capital Management
New York
$1.18M +$1.18M +22,519 New
VC
487
Veracity Capital
Georgia
$1.18M +$1.18M +22,444 New
PG
488
Patten Group
Tennessee
$1.16M +$16.5K +314 +1%
WCM
489
WealthTrak Capital Management
Virginia
$1.15M +$1.15M +21,980 New
MG
490
Mather Group
Illinois
$1.15M +$63.8K +1,216 +6%
CAM
491
Campion Asset Management
Virginia
$1.15M -$525 -10 -0%
MSRPS
492
Maryland State Retirement & Pension System
Maryland
$1.14M -$572K -10,897 -33%
IBOK
493
Independence Bank of Kentucky
Kentucky
$1.13M +$93.3K +1,779 +9%
QWM
494
Quadcap Wealth Management
Texas
$1.1M -$137K -2,620 -11%
AQR Capital Management
495
AQR Capital Management
Connecticut
$1.1M +$192K +3,655 +21%
WIM
496
Westside Investment Management
California
$1.1M -$2.57K -49 -0.2%
AEPWM
497
Atlantic Edge Private Wealth Management
Florida
$1.1M -$45.4K -866 -4%
AWMNH
498
Arcadia Wealth Management (New Hampshire)
New Hampshire
$1.09M +$24.2K +462 +2%
AFW
499
Avantra Family Wealth
Pennsylvania
$1.05M +$1.05M +20,091 New
SFA
500
Semmax Financial Advisors
North Carolina
$1.05M +$199K +3,493 +23%
18 19
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