EFV icon

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 %
ES
726
Eagle Strategies
New York
$225K -$2.47M -46,651 -92%
CFGA
727
Cambridge Financial Group (Arizona)
Arizona
$221K – – –
CCA
728
Criterion Capital Advisors
Tennessee
$219K -$30K -566 -12%
SAM
729
Strategy Asset Managers
California
$219K +$20.6K +420 +10%
AT
730
Arlington Trust
Alabama
$218K +$198K +3,740 +1,000%
GLA
731
Good Life Advisors
Pennsylvania
$215K +$955 +18 +0.4%
MFG
732
Magnus Financial Group
New York
$214K -$62.8K -1,184 -23%
WWM
733
Western Wealth Management
Colorado
$213K -$48.1K -907 -18%
OFA
734
Oak Family Advisors
Illinois
$210K – – –
PCM
735
Pointe Capital Management
Michigan
$210K -$35.2K -663 -14%
VCM
736
Versant Capital Management
Arizona
$207K – – –
FTWA
737
Fifth Third Wealth Advisors
Ohio
$207K +$207K +3,900 New
CCM
738
Ciovacco Capital Management
Georgia
$203K -$15.2K -286 -7%
FNBT
739
FineMark National Bank & Trust
Florida
$202K +$202K +3,811 New
NW
740
NewEdge Wealth
Pennsylvania
$201K -$33.2K -625 -14%
PO
741
Private Ocean
California
$201K – – –
LFS
742
Lutz Financial Services
Nebraska
$201K – – –
BNP Paribas Financial Markets
743
BNP Paribas Financial Markets
France
$199K +$199K +3,750 New
HBW
744
Hazlett, Burt & Watson
West Virginia
$196K -$2.31K -43 -1%
NRC
745
New Republic Capital
North Carolina
$193K -$88.4K -1,667 -31%
MFT
746
Moisand Fitzgerald Tamayo
Florida
$191K +$690 +13 +0.4%
CAS
747
Coppell Advisory Solutions
Texas
$187K +$187K +3,519 New
BCWM
748
Bartlett & Co Wealth Management
Ohio
$180K +$24.6K +464 +16%
BA
749
Bristlecone Advisors
Washington
$172K +$172K +3,241 New
MHR
750
Matthew Hamilton Rosenberg
$169K -$40.9K -767 -19%
28 29
30
31 32