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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 %
AWA
526
Arkadios Wealth Advisors
Georgia
$662K +$268K +5,050 +68%
BFA
527
Beacon Financial Advisory
Ohio
$652K -$59.8K -1,128 -8%
SIS
528
Sound Income Strategies
Florida
$648K -$225K -4,240 -26%
VA
529
Valmark Advisers
Ohio
$647K +$647K +12,190 New
2L
530
25 LLC
Missouri
$641K +$13.6K +257 +2%
Squarepoint
531
Squarepoint
New York
$629K -$2.54M -47,803 -80%
BWA
532
BCU Wealth Advisors
Illinois
$622K -$290K -5,468 -32%
WA
533
Wambolt & Associates
Colorado
$619K -$210K -3,939 -25%
YIH
534
Y-Intercept (HK)
Hong Kong
$619K -$667K -12,580 -52%
MG
535
Mather Group
Illinois
$616K +$103K +1,902 +20%
FG
536
Foster Group
Iowa
$614K -$64.6K -1,217 -10%
GHAM
537
Gilman Hill Asset Management
Connecticut
$612K +$16.4K +310 +3%
DAS
538
Dynamic Advisor Solutions
Arizona
$611K -$849 -16 -0.1%
Lido Advisors
539
Lido Advisors
California
$604K +$46.7K +880 +8%
VFA
540
Valeo Financial Advisors
Indiana
$586K -$11.1K -210 -2%
PCA
541
Prosperity Capital Advisors
Ohio
$582K -$114K -2,156 -16%
LA
542
LexAurum Advisors
Kansas
$579K -$305K -5,747 -35%
MWAM
543
Manhattan West Asset Management
California
$578K +$16.3K +308 +3%
SIC
544
Samalin Investment Counsel
New York
$578K +$96.2K +1,813 +20%
CG
545
Caprock Group
Idaho
$568K +$568K +10,717 New
FLPIM
546
F.L. Putnam Investment Management
Massachusetts
$563K +$34.5K +650 +7%
LL
547
LWMG LLC
Minnesota
$556K +$6.26K +118 +1%
FWA
548
FSC Wealth Advisors
New York
$550K +$349K +6,572 +173%
APC
549
Aspire Private Capital
North Carolina
$546K -$248K -4,677 -31%
AWM
550
Alterna Wealth Management
Texas
$542K -$121K -2,283 -18%
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