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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 %
BWA
676
Bordeaux Wealth Advisors
California
$349K -$115 -2 -0%
SRB
677
Shotwell Rutter Baer
Michigan
$347K -$19.9K -349 -5%
TWM
678
Tanglewood Wealth Management
Texas
$345K -$173K -2,999 -33%
WBG
679
Wharton Business Group
Pennsylvania
$343K – – –
WI
680
WrapManager Inc
California
$339K -$23.3K -405 -6%
AWA
681
Aaron Wealth Advisors
Illinois
$339K -$1.67K -29 -0.5%
PCIA
682
Prime Capital Investment Advisors
Kansas
$338K -$133K -2,309 -28%
National Bank of Canada
683
National Bank of Canada
Quebec, Canada
$337K +$1.78K +31 +0.5%
HNB
684
Hilltop National Bank
Wyoming
$337K – – –
FFM
685
Forum Financial Management
Illinois
$334K +$26.2K +455 +8%
SAI
686
Savvy Advisors Inc
New York
$334K +$51.7K +898 +18%
CIA
687
Cape Investment Advisory
Georgia
$331K +$243K +4,217 +275%
Franklin Resources
688
Franklin Resources
California
$330K – – –
MIA
689
Milestone Investment Advisors
Wisconsin
$329K – – –
BHWM
690
Beaird Harris Wealth Management
Texas
$324K +$3.62K +63 +1%
PMFA
691
Plante Moran Financial Advisors
Michigan
$324K – – –
FDCDDQ
692
Federation des caisses Desjardins du Quebec
Quebec, Canada
$323K +$575 +10 +0.2%
XF
693
XML Financial
Maryland
$321K – – –
BFM
694
Boston Financial Management
Massachusetts
$317K -$288 -5 -0.1%
EFS
695
Essex Financial Services
Connecticut
$316K – – –
CNBT
696
Canandaigua National Bank & Trust
New York
$315K +$315K +5,474 New
Jane Street
697
Jane Street
New York
$314K -$93.5M -1,625,239 -100%
OWM
698
Opes Wealth Management
California
$313K – – –
DWM
699
Dopkins Wealth Management
New York
$312K -$14.2K -247 -4%
MIM
700
Marco Investment Management
Georgia
$312K – – –
26 27
28
29 30