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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 %
VFO
501
Virtus Family Office
Texas
$930K +$8.92K +155 +1%
CF
502
Centaurus Financial
California
$926K -$142K -2,470 -13%
Betterment LLC
503
Betterment LLC
New York
$926K -$35.1K -610 -4%
MW
504
Marcum Wealth
Ohio
$910K -$6.62K -115 -0.7%
AWM
505
Aprio Wealth Management
Georgia
$904K -$16.7K -291 -2%
AWM
506
Alterna Wealth Management
Texas
$897K +$309K +5,379 +53%
GA
507
GFS Advisors
Texas
$885K +$879K +15,286 +15,286%
ACM
508
Arlington Capital Management
Illinois
$880K +$98K +1,703 +13%
IWP
509
Innova Wealth Partners
Pennsylvania
$880K +$880K +15,293 New
SC
510
Sierra Capital
Florida
$877K – – –
CCWM
511
Cassaday & Co Wealth Management
Virginia
$860K -$11.3M -196,406 -93%
LJAC
512
L.J. Altfest & Co
New York
$855K +$748 +13 +0.1%
MHB
513
Midwest Heritage Bank
Iowa
$851K +$7.65K +133 +0.9%
LA
514
LexAurum Advisors
Kansas
$849K +$222K +3,851 +35%
OCFG
515
O'Connor Financial Group
Illinois
$844K +$288 +5 +0%
ECG
516
Edge Capital Group
Georgia
$835K -$13.6K -236 -2%
HS
517
Horan Securities
United States
$830K -$3.69M -64,201 -82%
LGG
518
Luts & Greenleigh Group
Maryland
$829K +$16.4K +285 +2%
LL
519
LWMG LLC
Minnesota
$828K +$225K +3,916 +37%
OSAM
520
O'Shaughnessy Asset Management
Connecticut
$826K -$12.9K -227 -2%
RFA
521
Resurgent Financial Advisors
Georgia
$819K +$478K +8,316 +141%
GF
522
GGM Financials
Ohio
$815K – – –
AWA
523
Arkadios Wealth Advisors
Georgia
$813K +$95.6K +1,661 +13%
DADC
524
D.A. Davidson & Co
Montana
$810K +$234K +4,073 +41%
CCWA
525
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$807K -$46.8K -814 -5%
19 20
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