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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 %
SFA
526
Semmax Financial Advisors
North Carolina
$805K +$487K +9,053 +153%
OC
527
Opinicus Capital
Florida
$802K -$8.86K -154 -1%
FCFC
528
First Citizens Financial Corp
Iowa
$793K -$46.3K -804 -6%
MFIM
529
Mesirow Financial Investment Management
Illinois
$790K +$4.14K +72 +0.5%
PFG
530
Peterson Financial Group
Iowa
$784K -$46.8K -814 -6%
AFA
531
American Financial Advisors
Georgia
$777K -$32K -556 -4%
ADL
532
Asset Dedication LLC
California
$775K +$11.4K +199 +2%
SIMC
533
Squire Investment Management Company
Utah
$772K – – –
SI
534
Stephens Inc
Arkansas
$768K – – –
SFSG
535
Sound Financial Strategies Group
Mississippi
$764K -$4.37K -76 -0.6%
AIA
536
Accelerate Investment Advisors
California
$763K +$763K +13,261 New
NWAG
537
Net Worth Advisory Group
Utah
$760K +$760K +13,207 New
BFG
538
Beacon Financial Group
Texas
$760K +$275K +4,779 +57%
FWA
539
FSC Wealth Advisors
New York
$749K +$152K +2,647 +26%
BIM
540
Bridges Investment Management
Nebraska
$738K – – –
MAS
541
Madden Advisory Services
Florida
$737K +$182K +3,163 +33%
HCP
542
Hardin Capital Partners
South Carolina
$736K +$30.7K +545 +4%
PCIG
543
Partners Capital Investment Group
Massachusetts
$728K – – –
CI
544
Conning Inc
Connecticut
$725K -$547K -9,510 -43%
SWP
545
Semus Wealth Partners
Florida
$719K +$474K +8,237 +193%
SIS
546
Sound Income Strategies
Florida
$719K +$15.5K +270 +2%
AWM
547
Able Wealth Management
New Jersey
$717K +$717K +12,468 New
KWS
548
Keystone Wealth Services
California
$707K -$17.7K -308 -2%
PCA
549
Pallas Capital Advisors
Massachusetts
$698K -$111K -2,009 -14%
2L
550
25 LLC
Missouri
$696K +$690 +12 +0.1%
20 21
22
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