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iShares MSCI EAFE Value ETF
EFV

Overview Fund Activity

945 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.

Holders
945
Holders Change
+56
Holders Change %
+6.3%
% of All Funds
13.67%
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
1
Envestnet Asset Management
Illinois
$3.11B
2
LPL Financial
2
LPL Financial
California
$735M
3
Envestnet Portfolio Solutions
3
Envestnet Portfolio Solutions
Illinois
$567M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$761M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$355M

Top Sellers

1
SWM
1
Scissortail Wealth Management
Oklahoma
$5.16M
2
Ameriprise
2
Ameriprise
Minnesota
$213M
3
Jane Street
3
Jane Street
New York
$314K
4
SP
4
Symmetry Partners
Connecticut
$12.2M
5
Barrow, Hanley, Mewhinney & Strauss
5
Barrow, Hanley, Mewhinney & Strauss
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FSWA
51
Financial Synergies Wealth Advisors
Texas
$48.8M +$632K +10,988 +1%
Truist Financial
52
Truist Financial
North Carolina
$45.6M +$10.1M +175,273 +28%
Cambridge Investment Research Advisors
53
Cambridge Investment Research Advisors
Iowa
$44.7M +$15.2M +264,518 +52%
AWMS
54
Advocacy Wealth Management Services
Georgia
$43.4M +$28M +486,120 +182%
Natixis Advisors
55
Natixis Advisors
Massachusetts
$42.2M -$8.35M -145,148 -17%
APW
56
Austin Private Wealth
Texas
$42.2M +$26.8M +465,463 +174%
Osaic Holdings
57
Osaic Holdings
Arizona
$42M +$5.41M +93,929 +15%
AI
58
Atria Investments
North Carolina
$41.4M +$22M +381,713 +113%
LFG
59
Larson Financial Group
Missouri
$39.6M +$2.12M +36,920 +6%
IWC
60
Integrated Wealth Concepts
Massachusetts
$39.1M +$8.17M +142,026 +26%
HB
61
HTLF Bank
Colorado
$37.7M +$126K +2,191 +0.3%
Bank Julius Baer & Co
62
Bank Julius Baer & Co
Switzerland
$37.3M +$476K +6,977 +1%
AWS
63
Atria Wealth Solutions
New York
$37.2M +$20.9M +363,867 +129%
CIAS
64
CFS Investment Advisory Services
New Jersey
$37M +$20.5M +357,004 +125%
RJFSA
65
Raymond James Financial Services Advisors
Florida
$36.6M -$469K -8,145 -1%
Goldman Sachs
66
Goldman Sachs
New York
$36.6M -$21.9M -380,996 -37%
Mariner
67
Mariner
Kansas
$35.3M +$4.93M +85,728 +16%
Allspring Global Investments
68
Allspring Global Investments
North Carolina
$34.5M -$345K -5,992 -1%
RSWM
69
Robertson Stephens Wealth Management
California
$32.6M +$29.7M +516,129 +1,036%
IWA
70
Icon Wealth Advisors
Texas
$32.4M +$17.6M +306,673 +119%
OWA
71
Octavia Wealth Advisors
Ohio
$32.1M +$2.03M +35,370 +7%
CW
72
CreativeOne Wealth
Kansas
$31.5M +$21.8M +379,622 +225%
Prudential Financial
73
Prudential Financial
New Jersey
$31.3M +$13M +225,303 +71%
CP
74
Covenant Partners
Tennessee
$29.2M -$2.21M -38,467 -7%
HighTower Advisors
75
HighTower Advisors
Illinois
$28.3M +$1.2M +20,946 +4%
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