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iShares MSCI EAFE Value ETF
EFV

Overview Fund Activity

946 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.

New
Increased
Maintained
Reduced
Closed
Holders
946
Holders Change
+56
Holders Change %
+6.29%
% of All Funds
13.68%
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
Envestnet Asset Management
Illinois
+$1.66B
2
LPL Financial
LPL Financial
California
+$351M
3
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
+$256M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$235M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$181M

Top Sellers

1
SWM
Scissortail Wealth Management
Oklahoma
-$662M
2
Ameriprise
Ameriprise
Minnesota
-$216M
3
Jane Street
Jane Street
New York
-$93.5M
4
SP
Symmetry Partners
Connecticut
-$51M
5
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$34M
Name Holding Trade Value Shares
Change 		Shares
Change %
MIM
726
Macroview Investment Management
Maryland
$279K -$11.2K -195 -4%
MSA
727
Marino Stram & Associates
Massachusetts
$278K – – –
BAM
728
Belpointe Asset Management
Nevada
$277K +$277K +4,822 New
FCA
729
Fortis Capital Advisors
Kansas
$277K +$277K +4,822 New
WDL
730
Well Done LLC
Michigan
$276K -$9.03K -157 -3%
AWM
731
Angeles Wealth Management
California
$271K -$705K -12,256 -72%
AWM
732
Avior Wealth Management
Nebraska
$270K -$58.4K -1,015 -18%
TH
733
Team Hewins
California
$270K +$5.64K +98 +2%
TWP
734
Total Wealth Planning
Ohio
$269K -$79.6K -1,383 -23%
SWA
735
SOA Wealth Advisors
New York
$268K – – –
HCC
736
Hirtle Callaghan & Co
Pennsylvania
$268K – – –
QCM
737
QRG Capital Management
Illinois
$264K +$264K +4,596 New
LWAM
738
Legacy Wealth Asset Management
Minnesota
$264K – – –
VFPW
739
Vantage Financial Partners (Wisconsin)
Wisconsin
$264K +$264K +4,582 New
TGAM
740
TBH Global Asset Management
Tennessee
$261K +$261K +4,530 New
SC
741
Schoolcraft Capital
Colorado
$260K – – –
TA
742
TKG Advisors
Indiana
$260K -$12.4K -215 -5%
AFGAS
743
Allegiance Financial Group Advisory Services
Virginia
$255K – – –
FTWA
744
Fifth Third Wealth Advisors
Ohio
$254K +$30K +521 +13%
GT
745
Glenview Trust
Kentucky
$254K +$254K +4,408 New
FAM
746
Frontier Asset Management
Wyoming
$252K – – –
CFG
747
Citizens Financial Group
Rhode Island
$251K +$6.85K +119 +3%
EWP
748
Elevation Wealth Partners
California
$251K – – –
PCS
749
Personal CFO Solutions
New Jersey
$251K +$251K +4,359 New
TWA
750
Talisman Wealth Advisors
New Jersey
$249K +$249K +4,313 New
28 29
30
31 32