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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 %
FHB
651
First Hawaiian Bank
Hawaii
$319K -$3.77M -71,049 -92%
SFA
652
Semmax Financial Advisors
North Carolina
$318K -$106K -1,971 -25%
WBG
653
Wharton Business Group
Pennsylvania
$316K – – –
AWA
654
Aaron Wealth Advisors
Illinois
$314K -$7.43K -140 -2%
RFA
655
Resurgent Financial Advisors
Georgia
$314K -$395K -7,442 -56%
HHRDM
656
H&H Retirement Design & Management
Nevada
$311K – – –
HNB
657
Hilltop National Bank
Wyoming
$310K – – –
IFA
658
Index Fund Advisors
California
$309K -$8.96K -169 -3%
Franklin Resources
659
Franklin Resources
California
$309K +$39.8K +751 +15%
National Bank of Canada
660
National Bank of Canada
Quebec, Canada
$309K -$5.3K -100 -2%
Wealthfront Advisers
661
Wealthfront Advisers
California
$304K +$12.3K +232 +4%
MIA
662
Milestone Investment Advisors
Wisconsin
$303K – – –
AWM
663
Avior Wealth Management
Nebraska
$303K -$50.3K -948 -14%
DWM
664
Dopkins Wealth Management
New York
$301K – – –
SAM
665
Smartleaf Asset Management
Massachusetts
$301K +$199K +3,774 +196%
EFS
666
Essex Financial Services
Connecticut
$299K +$299K +5,673 New
PMFA
667
Plante Moran Financial Advisors
Michigan
$299K +$3.18K +60 +1%
FDCDDQ
668
Federation des caisses Desjardins du Quebec
Quebec, Canada
$297K -$10.6K -200 -3%
GAA
669
Global Assets Advisory
Florida
$297K +$297K +5,601 New
XF
670
XML Financial
Maryland
$296K +$8.38K +158 +3%
BHWM
671
Beaird Harris Wealth Management
Texas
$296K +$4.99K +94 +2%
FCI
672
Financial Counselors Inc
Kansas
$295K -$59.6K -1,124 -17%
TA
673
TrueWealth Advisors
Alabama
$295K -$39.1K -738 -12%
BFM
674
Boston Financial Management
Massachusetts
$293K – – –
FA
675
Flagstar Advisors
New York
$293K -$2.39K -45 -0.8%
25 26
27
28 29