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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 %
FIM
651
Freedom Investment Management
Connecticut
$396K +$396K +6,882 New
AA
652
Argent Advisors
Louisiana
$395K +$16.7K +290 +4%
FA
653
Fermata Advisors
California
$395K +$19.9K +346 +5%
CPL
654
CAP Partners LLC
Tennessee
$393K -$18.3K -318 -4%
WCM
655
Wealthcare Capital Management
Virginia
$390K -$26K -452 -6%
FCI
656
Financial Counselors Inc
Kansas
$389K +$68.2K +1,185 +21%
LAS
657
Lloyd Advisory Services
Georgia
$388K +$1.09K +19 +0.3%
SPWG
658
Syntegra Private Wealth Group
Missouri
$386K +$386K +6,704 New
MPWT
659
MassMutual Private Wealth & Trust
Connecticut
$385K -$8.63K -150 -2%
NB
660
Northwest Bancshares
Pennsylvania
$385K -$2.7K -47 -0.7%
HP
661
Holistic Planning
Texas
$378K -$54K -939 -13%
S
662
Sachetta
Massachusetts
$374K – – –
Wealthfront Advisers
663
Wealthfront Advisers
California
$372K +$42.2K +733 +13%
FPGK
664
Financial Partners Group (Kansas)
Kansas
$372K -$5.18K -90 -1%
LFA
665
Lauterbach Financial Advisors
Texas
$370K +$24K +418 +7%
APWA
666
Atlas Private Wealth Advisors
New Jersey
$369K +$8.74K +152 +2%
SS
667
Sunbelt Securities
Texas
$368K – – –
VA
668
Valmark Advisers
Ohio
$364K -$337K -5,862 -48%
EPWM
669
Essex Private Wealth Management
Massachusetts
$362K – – –
WPC
670
Wedmont Private Capital
Pennsylvania
$361K – – –
GS
671
GTS Securities
New York
$361K +$361K +6,269 New
LSA
672
Lion Street Advisors
Texas
$361K -$32.3K -562 -8%
TA
673
TrueWealth Advisors
Alabama
$355K +$34.8K +605 +11%
DWA
674
Delap Wealth Advisory
Oregon
$352K -$8.4K -146 -2%
GJWM
675
Gilliland Jeter Wealth Management
Arkansas
$350K +$185K +3,216 +112%
25 26
27
28 29