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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 %
HA
601
Herold Advisors
New York
$495K +$495K +8,600 New
WA
602
Wambolt & Associates
Colorado
$490K -$173K -3,029 -26%
GFA
603
Gallagher Fiduciary Advisors
Illinois
$485K -$521K -9,060 -52%
ESB
604
Essex Savings Bank
Connecticut
$483K -$3.16K -55 -0.7%
PIA
605
Pinion Investment Advisors
Kansas
$481K +$481K +8,361 New
CA
606
Claris Advisors
Missouri
$480K – – –
BOSSRA
607
B.O.S.S. Retirement Advisors
Utah
$480K +$228K +3,958 +90%
RFG
608
REAP Financial Group
Texas
$477K -$49.4K -859 -9%
CA
609
CGN Advisors
Kansas
$475K +$74.9K +1,302 +19%
FA
610
Flagstar Advisors
New York
$474K +$157K +2,721 +49%
QHA
611
Quarry Hill Advisors
Minnesota
$472K -$32.4K -564 -6%
ATC
612
Argent Trust Co
Tennessee
$470K +$178K +3,086 +61%
TFF
613
The Family Firm
Maryland
$467K -$61.7K -1,072 -12%
PP
614
Prosperity Planning
Missouri
$465K +$104K +1,815 +29%
GLA
615
Good Life Advisors
Pennsylvania
$465K +$232K +4,034 +100%
HCA
616
Harbour Capital Advisors
Virginia
$462K – – –
CRC
617
Curi RMB Capital
Illinois
$462K +$8.92K +155 +2%
FP
618
Financial Perspectives
Minnesota
$461K – – –
TP
619
Tranquility Partners
Tennessee
$460K – – –
TWCA
620
Two West Capital Advisors
Kansas
$455K +$455K +7,911 New
Bessemer Group
621
Bessemer Group
New Jersey
$454K +$2.07K +36 +0.5%
JWCA
622
J.W. Cole Advisors
Florida
$451K +$2.82K +49 +0.6%
MWM
623
Meridian Wealth Management
Kentucky
$446K +$446K +7,761 New
CBB
624
Citizens Business Bank
California
$446K – – –
CCM
625
Carlson Capital Management
Minnesota
$444K – – –
23 24
25
26 27