EFV icon

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 %
JJBC
676
James J. Burns & Company
New York
$291K +$291K +5,493 New
OWM
677
Opes Wealth Management
California
$289K – – –
WTB
678
Washington Trust Bank
Washington
$288K +$76.9K +1,449 +36%
MIM
679
Marco Investment Management
Georgia
$287K – – –
IDA
680
Intelligence Driven Advisers
California
$287K – – –
Nomura Asset Management
681
Nomura Asset Management
Japan
$287K – – –
LNWWM
682
Laird Norton Wetherby Wealth Management
California
$286K -$151K -2,854 -35%
CFS
683
CRA Financial Services
New Jersey
$286K – – –
FFM
684
Forum Financial Management
Illinois
$284K -$23.9K -450 -8%
GSEP
685
Golden State Equity Partners
California
$283K +$283K +5,333 New
LFA
686
LGT Financial Advisors
Texas
$281K -$76.9K -1,449 -21%
CGA
687
Crescent Grove Advisors
Illinois
$279K – – –
KA
688
Kovack Advisors
Florida
$276K -$477 -9 -0.2%
SMA
689
Sage Mountain Advisors
Georgia
$276K -$2.76K -52 -1%
CPA
690
Cardiff Park Advisors
California
$275K +$3.18K +60 +1%
ATC
691
Argent Trust Co
Tennessee
$270K – – –
PGFC
692
Peapack-Gladstone Financial Corp
New Jersey
$269K +$3.98K +75 +2%
MIM
693
Macroview Investment Management
Maryland
$268K +$112K +2,120 +72%
OLVIG
694
Oliver Lagore Vanvalin Investment Group
Michigan
$265K -$142K -2,671 -35%
WDL
695
Well Done LLC
Michigan
$263K -$261K -4,920 -50%
SAI
696
Savvy Advisors Inc
New York
$260K -$81.2K -1,530 -24%
AFG
697
Allegheny Financial Group
Pennsylvania
$259K +$15.9K +299 +7%
WPW
698
Waldron Private Wealth
Pennsylvania
$258K +$477 +9 +0.2%
MSA
699
Marino Stram & Associates
Massachusetts
$257K -$19.1K -361 -7%
PWG
700
Portside Wealth Group
Utah
$254K -$46.6K -878 -15%
26 27
28
29 30