EFV icon

iShares MSCI EAFE Value ETF

999 hedge funds and large institutions have $19.3B invested in iShares MSCI EAFE Value ETF in 2024 Q4 according to their latest regulatory filings, with 138 funds opening new positions, 481 increasing their positions, 251 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
999
Holders Change
+53
Holders Change %
+5.6%
% of All Funds
13.3%
Holding in Top 10
89
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.11%
% of All Funds
1.18%
New
138
Increased
481
Reduced
251
Closed
67
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MIA
701
MainStreet Investment Advisors
Illinois
$364K
RDFA
702
Ritter Daniher Financial Advisory
Ohio
$363K
Squarepoint
703
Squarepoint
New York
$362K +$362K +6,894 New
FA
704
Fermata Advisors
California
$360K
LAS
705
Lloyd Advisory Services
Georgia
$359K +$5.25K +100 +1%
DCM
706
DGS Capital Management
New Jersey
$356K -$20.7K -395 -5%
KA
707
Kovack Advisors
Florida
$356K -$16K -305 -4%
TW
708
TritonPoint Wealth
Maryland
$356K -$6.72K -128 -2%
CPL
709
CAP Partners LLC
Tennessee
$352K -$6.3K -120 -2%
MPWT
710
MassMutual Private Wealth & Trust
Connecticut
$351K
WCM
711
Wealthcare Capital Management
Virginia
$349K -$6.93K -132 -2%
PWM
712
Parkworth Wealth Management
California
$343K +$343K +6,545 New
TWA
713
Talisman Wealth Advisors
New Jersey
$342K +$116K +2,208 +51%
APWA
714
Atlas Private Wealth Advisors
New Jersey
$342K +$4.93K +94 +1%
NB
715
Northwest Bancshares
Pennsylvania
$341K -$10.5K -200 -3%
PWG
716
Portside Wealth Group
Utah
$340K +$56.6K +1,078 +20%
BHPW
717
Beverly Hills Private Wealth
California
$340K -$45.9K -875 -12%
HPC
718
Hobart Private Capital
North Carolina
$337K -$34.8K -664 -9%
HFA
719
Hippocratic Financial Advisors
California
$336K +$336K +6,397 New
SPWG
720
Syntegra Private Wealth Group
Missouri
$335K -$16.6K -316 -5%
EAM
721
Empirical Asset Management
Massachusetts
$335K +$59.6K +1,135 +22%
SS
722
Sunbelt Securities
Texas
$335K
SW
723
Simplicity Wealth
New Jersey
$334K -$7.74M -147,572 -96%
CFG
724
Citizens Financial Group
Rhode Island
$332K +$103K +1,971 +45%
PCIG
725
Partners Capital Investment Group
Massachusetts
$332K -$332K -6,323 -50%