EFV icon

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 %
FFA
501
Fragasso Financial Advisors
Pennsylvania
$776K -$585K -11,021 -43%
FCFC
502
First Citizens Financial Corp
Iowa
$774K -$1.64K -31 -0.2%
PFG
503
Peterson Financial Group
Iowa
$766K +$47K +886 +7%
ICP
504
Interchange Capital Partners
Pennsylvania
$763K -$522K -9,844 -41%
KF
505
Krilogy Financial
Missouri
$763K +$153K +2,878 +25%
WFS
506
WealthGarden F.S.
California
$753K +$753K +14,195 New
GF
507
GGM Financials
Ohio
$751K +$751K +14,165 New
OCM
508
One Capital Management
California
$751K +$364K +6,858 +94%
LGG
509
Luts & Greenleigh Group
Maryland
$749K +$749K +14,128 New
OC
510
Opinicus Capital
Florida
$748K +$21.3K +402 +3%
AFA
511
American Financial Advisors
Georgia
$746K -$33.6K -633 -4%
AAS
512
Ameritas Advisory Services
Nebraska
$735K +$19.3K +363 +3%
MFIM
513
Mesirow Financial Investment Management
Illinois
$725K -$93.5K -1,762 -11%
ACM
514
Arlington Capital Management
Illinois
$721K +$4.61K +87 +0.6%
SIMC
515
Squire Investment Management Company
Utah
$711K -$29.3K -553 -4%
FT
516
Fiduciary Trust
Massachusetts
$709K – – –
SI
517
Stephens Inc
Arkansas
$709K -$2.33K -44 -0.3%
SFSG
518
Sound Financial Strategies Group
Mississippi
$708K +$708K +13,348 New
FCFC
519
First Commonwealth Financial Corp
Pennsylvania
$704K -$64.5K -1,216 -8%
ADL
520
Asset Dedication LLC
California
$704K -$10.2K -193 -1%
FCAM
521
First Citizens Asset Management
North Carolina
$684K -$2.76K -52 -0.4%
BIM
522
Bridges Investment Management
Nebraska
$680K +$680K +12,827 New
PCIG
523
Partners Capital Investment Group
Massachusetts
$669K -$2.79M -52,707 -81%
KWS
524
Keystone Wealth Services
California
$668K -$18.6K -350 -3%
HCP
525
Hardin Capital Partners
South Carolina
$663K +$663K +12,504 New
19 20
21
22 23