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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 %
TCWA
576
Turtle Creek Wealth Advisors
Texas
$587K – – –
WTC
577
WhitTier Trust Company
Nevada
$584K +$12.4K +215 +2%
JSL
578
JT Stratford LLC
Georgia
$576K +$312K +5,430 +119%
MWM
579
Mission Wealth Management
California
$571K +$13.6K +236 +2%
CTWM
580
Cherry Tree Wealth Management
Minnesota
$568K -$2.76K -48 -0.5%
NB
581
NBT Bank
New York
$561K -$18.1K -314 -3%
PIA
582
Perennial Investment Advisors
California
$556K +$306K +5,314 +122%
EAM
583
Evanson Asset Management
California
$555K – – –
CAAM
584
Cornerstone Advisors Asset Management
Pennsylvania
$555K – – –
ATPW
585
Ashton Thomas Private Wealth
Arizona
$554K +$127K +2,211 +30%
HF
586
HRT Financial
New York
$552K +$552K +9,601 New
RFN
587
RDA Financial Network
Iowa
$552K +$77.6K +1,348 +16%
HWM
588
Hemington Wealth Management
Virginia
$551K +$33.2K +606 +6%
HFO
589
Heritage Family Offices
Arizona
$550K +$70.8K +1,231 +15%
AWM
590
Ariadne Wealth Management
California
$548K – – –
MFG
591
MidWestOne Financial Group
Iowa
$545K +$44.4K +772 +9%
AG
592
AlTi Global
New York
$543K – – –
PSCM
593
Per Stirling Capital Management
Texas
$542K +$38.7K +673 +8%
MFG
594
Magnus Financial Group
New York
$542K +$310K +5,381 +133%
BMCM
595
Bryn Mawr Capital Management
Pennsylvania
$541K +$20.3K +353 +4%
MWA
596
Motive Wealth Advisors
Michigan
$540K – – –
SFA
597
Sequoia Financial Advisors
Ohio
$535K -$16.1K -279 -3%
LWM
598
Lodestone Wealth Management
Washington
$527K -$55.1K -957 -9%
OLVIG
599
Oliver Lagore Vanvalin Investment Group
Michigan
$513K +$225K +3,918 +79%
OPCM
600
Osborne Partners Capital Management
California
$506K – – –
22 23
24
25 26