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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 %
PA
751
Parallel Advisors
California
$160K +$1.86K +35 +1%
PA
752
Pineridge Advisors
Missouri
$159K +$15.5K +292 +11%
FCA
753
FinTrust Capital Advisors
South Carolina
$154K -$106K -1,997 -41%
GJWM
754
Gilliland Jeter Wealth Management
Arkansas
$152K -$7.16K -135 -5%
PCA
755
Providence Capital Advisors
North Carolina
$147K – – –
FFA
756
Founders Financial Alliance
North Carolina
$146K +$1.11K +21 +0.8%
HT
757
Headlands Technologies
Illinois
$146K +$146K +2,751 New
QCG
758
Quadrant Capital Group
Ohio
$145K – – –
HB
759
Horizon Bancorp
Indiana
$142K – – –
CPG
760
Cornerstone Planning Group
New Jersey
$139K -$124K -2,390 -47%
FMII
761
Farmers & Merchants Investments Inc
Nebraska
$131K +$13.4K +252 +11%
BL
762
Balentine LLC
Georgia
$131K – – –
GFPC
763
Global Financial Private Client
Florida
$130K -$61.2K -1,154 -32%
CSWM
764
Cassady Schiller Wealth Management
Ohio
$127K -$69.3K -1,306 -35%
RIL
765
Rothschild Investment LLC
Illinois
$126K -$7.11K -134 -5%
ZB
766
Zions Bancorporation
Utah
$125K +$125K +2,362 New
SAM
767
S.A. Mason
Michigan
$122K +$122K +2,291 New
LCM
768
Logan Capital Management
Pennsylvania
$111K – – –
TIM
769
Tortoise Investment Management
New York
$105K – – –
CWC
770
Carolinas Wealth Consulting
North Carolina
$101K – – –
WT
771
Washington Trust
Rhode Island
$100K -$1.27K -24 -1%
AAG
772
Armstrong Advisory Group
Massachusetts
$97.5K – – –
TRCT
773
Tower Research Capital (TRC)
New York
$92.7K +$92.7K +1,748 New
CIA
774
Cape Investment Advisory
Georgia
$81.4K -$30.4K -573 -27%
OC
775
Oakworth Capital
Alabama
$80.2K -$12.3K -231 -13%
29 30
31
32 33