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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 %
TA
701
TKG Advisors
Indiana
$251K +$9.81K +185 +4%
FGAM
702
Financial Gravity Asset Management
Texas
$249K -$456K -8,590 -65%
SWA
703
SOA Wealth Advisors
New York
$247K +$902 +17 +0.4%
HCC
704
Hirtle Callaghan & Co
Pennsylvania
$247K – – –
MA
705
MKT Advisors
California
$245K – – –
LWA
706
Lantern Wealth Advisors
New York
$244K -$5.94K -112 -2%
TH
707
Team Hewins
California
$244K – – –
LWAM
708
Legacy Wealth Asset Management
Minnesota
$244K – – –
JSL
709
JT Stratford LLC
Georgia
$243K -$137K -2,579 -36%
RCAG
710
Rehmann Capital Advisory Group
Michigan
$240K -$57.1K -1,076 -19%
SC
711
Schoolcraft Capital
Colorado
$240K +$41.5K +783 +21%
FEM
712
Fulcrum Equity Management
Texas
$239K +$239K +4,508 New
CA
713
Continuum Advisory
Idaho
$237K -$33.3K -628 -12%
AFGAS
714
Allegiance Financial Group Advisory Services
Virginia
$235K – – –
BOSSRA
715
B.O.S.S. Retirement Advisors
Utah
$233K +$233K +4,385 New
SFO
716
Stokes Family Office
Louisiana
$233K -$1.06K -20 -0.5%
BTWM
717
Baker Tilly Wealth Management
Wisconsin
$232K -$268K -5,055 -54%
FAM
718
Frontier Asset Management
Wyoming
$232K +$690 +13 +0.3%
EWP
719
Elevation Wealth Partners
California
$231K +$6.52K +123 +3%
SB
720
Simmons Bank
Arkansas
$231K +$4.61K +87 +2%
PIA
721
Perennial Investment Advisors
California
$230K -$115K -2,165 -33%
BHPW
722
Beverly Hills Private Wealth
California
$228K -$175K -3,298 -43%
UL
723
Unionview LLC
Washington
$227K +$2.81K +53 +1%
SWP
724
Semus Wealth Partners
Florida
$226K -$102K -1,923 -31%
CFG
725
Citizens Financial Group
Rhode Island
$225K +$225K +4,245 New
27 28
29
30 31