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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 %
DWS
551
Discipline Wealth Solutions
South Carolina
$693K +$285K +4,962 +70%
LFA
552
LGT Financial Advisors
Texas
$688K +$383K +6,656 +126%
AIA
553
Alera Investment Advisors
Illinois
$684K -$1.36M -23,612 -66%
FCAM
554
First Citizens Asset Management
North Carolina
$679K -$62.5K -1,087 -8%
EFG
555
Elios Financial Group
Ohio
$674K +$674K +11,712 New
FG
556
Foster Group
Iowa
$673K +$7.13K +124 +1%
DAS
557
Dynamic Advisor Solutions
Arizona
$673K +$10.3K +179 +2%
WWM
558
Western Wealth Management
Colorado
$671K +$440K +7,653 +191%
MCA
559
MSH Capital Advisors
Arizona
$670K +$670K +11,650 New
CPP
560
Capasso Planning Partners
South Carolina
$662K +$79.3K +1,379 +14%
VFA
561
Valeo Financial Advisors
Indiana
$660K +$24K +417 +4%
SIC
562
Samalin Investment Counsel
New York
$643K +$16.7K +291 +3%
Lido Advisors
563
Lido Advisors
California
$633K -$22.3K -387 -3%
AAS
564
Ameritas Advisory Services
Nebraska
$631K -$167K -2,902 -21%
AFG
565
Atomi Financial Group
New York
$628K -$226K -3,937 -27%
BP
566
BWM Planning
Texas
$626K +$626K +10,880 New
MWAM
567
Manhattan West Asset Management
California
$622K -$5.75K -100 -0.9%
FCFC
568
First Commonwealth Financial Corp
Pennsylvania
$622K -$142K -2,468 -19%
LWA
569
Lantern Wealth Advisors
New York
$621K +$356K +6,182 +134%
GIA
570
GHP Investment Advisors
Colorado
$619K -$409K -7,113 -40%
CG
571
Caprock Group
Idaho
$617K – – –
CWM
572
Cornerstone Wealth Management
Missouri
$607K +$29.3K +510 +5%
FFA
573
Fragasso Financial Advisors
Pennsylvania
$601K -$240K -4,178 -29%
FEM
574
Fulcrum Equity Management
Texas
$600K +$341K +5,926 +131%
FLPIM
575
F.L. Putnam Investment Management
Massachusetts
$594K -$16.5K -286 -3%
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