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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 %
HP
601
Holistic Planning
Texas
$409K -$32.9K -604 -7%
1IA
602
1834 Investment Advisors
Wisconsin
$406K -$335K -6,320 -45%
RTL
603
Red Tortoise LLC
Georgia
$406K +$11.6K +219 +3%
GJIA
604
Glass Jacobson Investment Advisors
Maryland
$406K +$23.9K +450 +6%
CFFP
605
Center for Financial Planning
Michigan
$404K -$14.9K -280 -4%
DCM
606
DGS Capital Management
New Jersey
$403K -$24.6K -463 -6%
HKIMG
607
Hutchens & Kramer Investment Management Group
Indiana
$399K -$219K -4,105 -35%
GC
608
Gilbert & Cook
Iowa
$397K -$71.2K -1,342 -15%
ACM
609
Absolute Capital Management
Pennsylvania
$397K -$226K -4,266 -36%
PAM
610
Palisade Asset Management
Minnesota
$396K – – –
PB
611
Pinnacle Bancorp
Nebraska
$395K – – –
FTS
612
Fifth Third Securities
Ohio
$395K +$3.82K +72 +1%
ATPW
613
Ashton Thomas Private Wealth
Arizona
$393K -$55.2K -1,040 -12%
CAAS
614
Capital Asset Advisory Services
Michigan
$385K -$147K -2,729 -28%
WCM
615
Wealthcare Capital Management
Virginia
$384K -$125K -2,358 -25%
HPC
616
Hobart Private Capital
North Carolina
$382K -$220K -4,142 -37%
CPL
617
CAP Partners LLC
Tennessee
$379K -$97.5K -1,839 -20%
DWS
618
Discipline Wealth Solutions
South Carolina
$376K +$376K +7,081 New
Vontobel Holding
619
Vontobel Holding
Switzerland
$374K -$187K -3,524 -33%
IIA
620
Integral Investment Advisors
California
$370K – – –
PWM
621
PBMares Wealth Management
Virginia
$369K +$62.1K +1,170 +20%
PFA
622
Pinnacle Family Advisors
Missouri
$369K -$203K -3,829 -36%
CA
623
CGN Advisors
Kansas
$369K +$96.6K +1,822 +36%
MIA
624
MainStreet Investment Advisors
Illinois
$368K -$51.3K -968 -12%
MPWT
625
MassMutual Private Wealth & Trust
Connecticut
$363K -$19.6K -370 -5%
23 24
25
26 27