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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 %
TCWA
551
Turtle Creek Wealth Advisors
Texas
$541K – – –
MWA
552
Motive Wealth Advisors
Michigan
$540K – – –
RCM
553
Raleigh Capital Management
North Carolina
$538K -$405K -7,635 -43%
CPP
554
Capasso Planning Partners
South Carolina
$537K -$38.2K -720 -7%
LWM
555
Lodestone Wealth Management
Washington
$537K +$583 +11 +0.1%
NB
556
NBT Bank
New York
$535K -$126K -2,370 -19%
CWM
557
Cornerstone Wealth Management
Missouri
$533K -$96.7K -1,824 -15%
DADC
558
D.A. Davidson & Co
Montana
$531K +$9.18K +173 +2%
WTC
559
WhitTier Trust Company
Nevada
$527K -$335K -6,309 -39%
CTWM
560
Cherry Tree Wealth Management
Minnesota
$526K -$3.98K -75 -0.8%
CCM
561
Coldstream Capital Management
Washington
$525K -$124K -2,339 -19%
AWM
562
Ariadne Wealth Management
California
$522K +$522K +9,845 New
AWM
563
Aspire Wealth Management
Massachusetts
$518K -$213K -4,024 -29%
MWM
564
Mission Wealth Management
California
$514K +$16K +302 +3%
MAS
565
Madden Advisory Services
Florida
$512K +$27.4K +516 +6%
EAM
566
Evanson Asset Management
California
$512K -$20K -378 -4%
CAAM
567
Cornerstone Advisors Asset Management
Pennsylvania
$511K – – –
SFA
568
Sequoia Financial Advisors
Ohio
$508K +$121K +2,283 +31%
AG
569
AlTi Global
New York
$501K – – –
HWM
570
Hemington Wealth Management
Virginia
$500K – – –
TFF
571
The Family Firm
Maryland
$487K +$13.9K +262 +3%
RFG
572
REAP Financial Group
Texas
$485K -$788K -14,864 -62%
WFA
573
Wells Financial Advisors
Massachusetts
$482K +$482K +9,082 New
BMCM
574
Bryn Mawr Capital Management
Pennsylvania
$480K -$29.3K -553 -6%
TWM
575
Tanglewood Wealth Management
Texas
$477K -$27.8K -525 -6%
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