EFV icon

iShares MSCI EAFE Value ETF

886 hedge funds and large institutions have $14.9B invested in iShares MSCI EAFE Value ETF in 2024 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 242 increasing their positions, 447 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
886
Holders Change
-1
Holders Change %
-0.11%
% of All Funds
12.84%
Holding in Top 10
82
Holding in Top 10 Change
-23
Holding in Top 10 Change %
-21.9%
% of All Funds
1.19%
New
74
Increased
242
Reduced
447
Closed
58
Calls
$81.8M
Puts
Net Calls
+$81.8M
Net Calls Change
+$81.8M
Name Holding Trade Value Shares
Change
Shares
Change %
MI
501
Moneywise Inc
Virginia
$873K +$873K +16,043 New
AFG
502
Atomi Financial Group
New York
$866K -$1.3M -23,893 -60%
PCIA
503
Prime Capital Investment Advisors
Kansas
$863K -$296K -5,435 -26%
WA
504
Wambolt & Associates
Colorado
$840K -$703K -13,000 -46%
MFIM
505
Mesirow Financial Investment Management
Illinois
$839K +$103K +1,902 +14%
GA
506
GFS Advisors
Texas
$839K +$544 +10 +0.1%
OCFG
507
O'Connor Financial Group
Illinois
$839K -$2.23M -41,029 -73%
SC
508
Sierra Capital
Florida
$830K
PTC
509
Private Trust Company
Ohio
$823K -$187K -3,432 -18%
APC
510
Aspire Private Capital
North Carolina
$815K -$162K -2,974 -17%
LA
511
Lifeworks Advisors
Michigan
$813K +$813K +14,948 New
CCWA
512
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$810K -$138K -2,538 -15%
JSW
513
Journey Strategic Wealth
New Jersey
$800K +$800K +14,706 New
AFA
514
American Financial Advisors
Georgia
$799K -$1.69K -31 -0.2%
FCFC
515
First Citizens Financial Corp
Iowa
$796K +$36.3K +667 +5%
FCFC
516
First Commonwealth Financial Corp
Pennsylvania
$788K -$226K -4,161 -22%
1IA
517
1834 Investment Advisors
Wisconsin
$761K
SIMC
518
Squire Investment Management Company
Utah
$760K -$3.48K -64 -0.5%
AWM
519
Aspire Wealth Management
Massachusetts
$750K -$617K -11,337 -45%
OSAM
520
O'Shaughnessy Asset Management
Connecticut
$750K +$182K +3,343 +32%
OC
521
Opinicus Capital
Florida
$745K -$129K -2,375 -15%
LA
522
Latitude Advisors
Florida
$740K +$106K +1,946 +17%
PFG
523
Peterson Financial Group
Iowa
$737K -$56K -1,030 -7%
ACM
524
Arlington Capital Management
Illinois
$735K -$77.7K -1,429 -10%
AAS
525
Ameritas Advisory Services
Nebraska
$733K +$165K +3,044 +29%