EFV icon

iShares MSCI EAFE Value ETF
EFV

Overview Fund Activity

997 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, 480 increasing their positions, 250 reducing their positions, and 66 closing their positions.

Holders
997
Holders Change
+52
Holders Change %
+5.5%
% of All Funds
13.28%
Holding in Top 10
89
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.11%
% of All Funds
1.19%
New
138
Increased
480
Reduced
250
Closed
66
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$1.54B
2
LPL Financial
2
LPL Financial
California
$902M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$3.04B
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$303M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$1.09B

Top Sellers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$661M
2
MIS
2
Morningstar Investment Services
Illinois
$6.56M
3
FTUS
3
Flow Traders U.S.
New York
$0
4
Prudential Financial
4
Prudential Financial
New Jersey
$6.08M
5
EWA
5
EP Wealth Advisors
California
$29.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
51
AE Wealth Management
Kansas
$55.8M +$2.98M +56,862 +6%
JHU
52
Johns Hopkins University
Maryland
$48.1M +$48.1M +916,652 New
BPA
53
Beacon Pointe Advisors
California
$47.4M -$850K -16,205 -2%
Osaic Holdings
54
Osaic Holdings
Arizona
$47.4M +$11.9M +244,465 +33%
FSWA
55
Financial Synergies Wealth Advisors
Texas
$46.3M +$1.76M +33,503 +4%
Truist Financial
56
Truist Financial
North Carolina
$43.3M +$1.72M +32,717 +4%
APW
57
Austin Private Wealth
Texas
$43M +$4.58M +87,338 +12%
Cambridge Investment Research Advisors
58
Cambridge Investment Research Advisors
Iowa
$41.9M +$1.09M +20,799 +3%
AWMS
59
Advocacy Wealth Management Services
Georgia
$41.8M +$2.29M +43,730 +6%
LFG
60
Larson Financial Group
Missouri
$40.5M +$4.41M +84,079 +12%
Mariner
61
Mariner
Kansas
$38.1M +$5.97M +113,843 +19%
AI
62
Atria Investments
North Carolina
$37.6M -$219K -4,174 -0.6%
AWS
63
Atria Wealth Solutions
New York
$36.7M +$2.73M +52,049 +8%
HB
64
HTLF Bank
Colorado
$34.3M -$137K -2,602 -0.4%
Bank Julius Baer & Co
65
Bank Julius Baer & Co
Switzerland
$34.1M +$2.36M +40,639 +7%
IWA
66
Icon Wealth Advisors
Texas
$31.1M +$1.55M +29,576 +5%
OWA
67
Octavia Wealth Advisors
Ohio
$30.3M +$1.03M +19,684 +4%
EWA
68
EP Wealth Advisors
California
$29.8M -$21.1M -401,677 -41%
Allspring Global Investments
69
Allspring Global Investments
North Carolina
$29.6M -$1.85M -35,190 -6%
CW
70
CreativeOne Wealth
Kansas
$29.2M +$472K +8,998 +2%
Goldman Sachs
71
Goldman Sachs
New York
$29M -$4.34M -82,699 -13%
CP
72
Covenant Partners
Tennessee
$28.7M +$2.03M +38,607 +8%
WA
73
Waverly Advisors
Alabama
$27.5M +$6.95M +132,363 +34%
CAPTRUST Financial Advisors
74
CAPTRUST Financial Advisors
North Carolina
$26M +$3.92M +74,774 +18%
HighTower Advisors
75
HighTower Advisors
Illinois
$25.7M -$172K -3,278 -0.7%
1 2
3
4 5