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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 %
AWM
51
AE Wealth Management
Kansas
$43.2M +$2.75M +51,760 +7%
NA
52
NewEdge Advisors
Louisiana
$40.3M -$5.5M -103,731 -12%
HB
53
HTLF Bank
Colorado
$34.7M +$172K +3,251 +0.5%
LFG
54
Larson Financial Group
Missouri
$34.5M +$30.5M +575,228 +760%
RJFSA
55
Raymond James Financial Services Advisors
Florida
$34.1M +$2.45M +46,165 +8%
Barrow, Hanley, Mewhinney & Strauss
56
Barrow, Hanley, Mewhinney & Strauss
Texas
$34M +$34M +640,957 New
Osaic Holdings
57
Osaic Holdings
Arizona
$33.8M -$2.41M -45,348 -7%
Truist Financial
58
Truist Financial
North Carolina
$32.7M -$5.11M -96,422 -14%
Allspring Global Investments
59
Allspring Global Investments
North Carolina
$32.1M -$3.78M -71,300 -11%
Bank Julius Baer & Co
60
Bank Julius Baer & Co
Switzerland
$31.9M -$5.25M -88,913 -14%
JC
61
JB Capital
Connecticut
$31.4M -$18.5M -349,300 -37%
FIA
62
Foundations Investment Advisors
Arizona
$31M -$14.5M -274,165 -32%
Stifel Financial
63
Stifel Financial
Missouri
$30.5M -$10.6M -199,473 -26%
UCFA
64
United Capital Financial Advisors
Texas
$30.2M -$21.1M -397,364 -41%
CP
65
Covenant Partners
Tennessee
$29M -$3.04M -57,362 -9%
IWC
66
Integrated Wealth Concepts
Massachusetts
$28.5M +$619K +11,670 +2%
KIM
67
Kestra Investment Management
Texas
$28.5M +$28.5M +537,033 New
Rockefeller Capital Management
68
Rockefeller Capital Management
New York
$28M -$1.04M -19,618 -4%
Mariner
69
Mariner
Kansas
$28M -$1.37M -25,829 -5%
OWA
70
Octavia Wealth Advisors
Ohio
$27.7M +$1.15M +21,723 +4%
Cambridge Investment Research Advisors
71
Cambridge Investment Research Advisors
Iowa
$27.2M -$5.25M -98,962 -16%
MPW
72
MA Private Wealth
California
$26.9M +$365K +6,875 +1%
MC
73
McMorgan & Co
California
$26.6M -$4.44M -83,756 -14%
KAS
74
Kestra Advisory Services
Texas
$26.3M +$2M +38,544 +8%
TA
75
Townsend & Associates
Colorado
$25.9M +$23.8K +434 +0.1%
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