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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 %
LNWWM
701
Laird Norton Wetherby Wealth Management
California
$311K +$1.09K +19 +0.4%
IDA
702
Intelligence Driven Advisers
California
$311K – – –
Nomura Asset Management
703
Nomura Asset Management
Japan
$311K – – –
PWG
704
Portside Wealth Group
Utah
$311K +$35.3K +613 +13%
CFS
705
CRA Financial Services
New Jersey
$310K – – –
PFA
706
Pinnacle Family Advisors
Missouri
$308K -$92K -1,599 -23%
Vontobel Holding
707
Vontobel Holding
Switzerland
$306K -$99K -1,721 -24%
JJBC
708
James J. Burns & Company
New York
$306K -$9.18K -160 -3%
AFG
709
Allegheny Financial Group
Pennsylvania
$304K +$22.9K +398 +8%
OWP
710
ORG Wealth Partners
Texas
$303K +$303K +5,263 New
CGA
711
Crescent Grove Advisors
Illinois
$303K – – –
EAM
712
Empirical Asset Management
Massachusetts
$302K +$302K +5,248 New
RCAG
713
Rehmann Capital Advisory Group
Michigan
$301K +$40.9K +710 +16%
DWA
714
Douglass Winthrop Advisors
New York
$299K +$299K +5,203 New
SMA
715
Sage Mountain Advisors
Georgia
$299K – – –
FCH
716
Freestone Capital Holdings
Washington
$298K +$298K +5,187 New
DWM
717
Diversify Wealth Management
Utah
$297K +$297K +5,384 New
CPA
718
Cardiff Park Advisors
California
$296K -$2.7K -47 -0.9%
IFA
719
Index Fund Advisors
California
$294K -$41.7K -725 -12%
PGFC
720
Peapack-Gladstone Financial Corp
New Jersey
$289K -$2.3K -40 -0.8%
GC
721
Gilbert & Cook
Iowa
$287K -$144K -2,509 -33%
OCM
722
One Capital Management
California
$285K -$529K -9,202 -65%
RFC
723
Regions Financial Corp
Alabama
$284K -$66.3K -1,153 -19%
WHCI
724
W.H. Cornerstone Investments
Massachusetts
$281K -$562K -9,762 -67%
WPW
725
Waldron Private Wealth
Pennsylvania
$279K +$58 +1 +0%
27 28
29
30 31