EFV icon

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 %
1IA
626
1834 Investment Advisors
Wisconsin
$441K – – –
RTL
627
Red Tortoise LLC
Georgia
$441K – – –
GFS
628
GYL Financial Synergies
Connecticut
$440K -$8.92K -155 -2%
FTS
629
Fifth Third Securities
Ohio
$439K +$11.1K +193 +3%
CFFP
630
Center for Financial Planning
Michigan
$438K – – –
WFC
631
Western Financial Corp
California
$433K +$433K +7,530 New
PAM
632
Palisade Asset Management
Minnesota
$431K +$1.55K +27 +0.4%
PB
633
Pinnacle Bancorp
Nebraska
$428K – – –
CA
634
Continuum Advisory
Idaho
$425K +$185K +3,443 +77%
QP
635
Quartz Partners
New York
$424K +$424K +7,366 New
BHPW
636
Beverly Hills Private Wealth
California
$423K +$175K +3,043 +71%
CIBC Private Wealth Group
637
CIBC Private Wealth Group
Georgia
$422K -$47.2K -821 -10%
GJIA
638
Glass Jacobson Investment Advisors
Maryland
$420K -$20.1K -350 -5%
IAN
639
Integrated Advisors Network
Texas
$419K +$69.3K +1,204 +20%
DCM
640
DGS Capital Management
New Jersey
$414K -$23.6K -410 -5%
NRC
641
New Republic Capital
North Carolina
$413K +$204K +3,542 +97%
KA
642
Kovack Advisors
Florida
$408K +$109K +1,887 +36%
HPC
643
Hobart Private Capital
North Carolina
$408K -$6.1K -106 -1%
GHAM
644
Gilman Hill Asset Management
Connecticut
$404K -$260K -4,520 -39%
SL
645
Sentinus LLC
Illinois
$403K -$4.71M -79,084 -92%
IIA
646
Integral Investment Advisors
California
$403K – – –
TW
647
TritonPoint Wealth
Maryland
$399K +$34K +588 +9%
MIA
648
MainStreet Investment Advisors
Illinois
$399K – – –
RDFA
649
Ritter Daniher Financial Advisory
Ohio
$398K +$20.5K +356 +5%
PWM
650
PBMares Wealth Management
Virginia
$398K -$2.47K -43 -0.6%
24 25
26
27 28