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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 %
LSA
626
Lion Street Advisors
Texas
$362K -$128K -2,412 -26%
HIM
627
Hanlon Investment Management
New Jersey
$360K -$279K -5,262 -44%
NB
628
Northwest Bancshares
Pennsylvania
$357K -$33.8K -638 -9%
LAS
629
Lloyd Advisory Services
Georgia
$357K +$357K +6,731 New
S
630
Sachetta
Massachusetts
$355K -$1.64K -30 -0.5%
MC
631
Moors & Cabot
Massachusetts
$354K -$57.7K -1,088 -14%
WPC
632
Wedmont Private Capital
Pennsylvania
$352K -$81K -1,467 -19%
AA
633
Argent Advisors
Louisiana
$349K +$12.7K +240 +4%
RDFA
634
Ritter Daniher Financial Advisory
Ohio
$348K -$224K -4,226 -39%
FPGK
635
Financial Partners Group (Kansas)
Kansas
$348K +$16.2K +306 +5%
SRB
636
Shotwell Rutter Baer
Michigan
$346K -$16K -297 -4%
FA
637
Fermata Advisors
California
$346K -$14.1K -266 -4%
SS
638
Sunbelt Securities
Texas
$339K -$583 -11 -0.2%
TW
639
TritonPoint Wealth
Maryland
$335K -$85K -1,602 -20%
WI
640
WrapManager Inc
California
$334K -$44.7K -843 -12%
TWP
641
Total Wealth Planning
Ohio
$334K -$33.6K -609 -9%
EPWM
642
Essex Private Wealth Management
Massachusetts
$334K +$5.36K +101 +2%
DWA
643
Delap Wealth Advisory
Oregon
$333K -$31.3K -590 -9%
PP
644
Prosperity Planning
Missouri
$333K -$65.3K -1,232 -16%
APWA
645
Atlas Private Wealth Advisors
New Jersey
$332K +$332K +6,263 New
VFA
646
Voya Financial Advisors
Connecticut
$332K -$20.1K -381 -6%
RFC
647
Regions Financial Corp
Alabama
$323K +$323K +6,092 New
IAN
648
Integrated Advisors Network
Texas
$322K +$7.53K +142 +2%
BWA
649
Bordeaux Wealth Advisors
California
$322K +$955 +18 +0.3%
LFA
650
Lauterbach Financial Advisors
Texas
$319K +$14K +264 +5%
24 25
26
27 28