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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 %
ES
751
Eagle Strategies
New York
$249K +$5.12K +89 +2%
UL
752
Unionview LLC
Washington
$246K – – –
BNP Paribas Financial Markets
753
BNP Paribas Financial Markets
France
$246K +$30.3K +527 +14%
GFPC
754
Global Financial Private Client
Florida
$242K +$101K +1,761 +72%
FAIM
755
Financial Advocates Investment Management
Washington
$240K -$1.82M -17,961 -88%
AFP
756
Ausdal Financial Partners
Iowa
$240K +$240K +4,174 New
CFGA
757
Cambridge Financial Group (Arizona)
Arizona
$240K – – –
SB
758
Simmons Bank
Arkansas
$238K -$12.1K -211 -5%
AT
759
Arlington Trust
Alabama
$237K – – –
SFO
760
Stokes Family Office
Louisiana
$231K -$21K -365 -8%
MWP
761
Madison Wealth Partners
Wisconsin
$231K +$231K +4,013 New
PCM
762
Pointe Capital Management
Michigan
$230K +$1.61K +28 +0.7%
IAS
763
Insigneo Advisory Services
Florida
$226K +$226K +3,921 New
SAM
764
Smartleaf Asset Management
Massachusetts
$226K -$104K -1,797 -32%
VCM
765
Versant Capital Management
Arizona
$225K – – –
MA
766
MKT Advisors
California
$223K -$36.6K -641 -14%
CCA
767
Criterion Capital Advisors
Tennessee
$219K – – –
LFS
768
Lutz Financial Services
Nebraska
$218K – – –
OWP
769
Obermeyer Wealth Partners
Colorado
$216K +$216K +3,761 New
CCM
770
Ciovacco Capital Management
Georgia
$216K -$5.12K -89 -2%
SW
771
SMART Wealth
Nebraska
$214K +$214K +3,722 New
FNBT
772
FineMark National Bank & Trust
Florida
$214K -$5.18K -90 -2%
OFA
773
Oak Family Advisors
Illinois
$214K -$14.4K -250 -6%
QCM
774
Quantinno Capital Management
New York
$213K +$213K +3,701 New
BAG
775
Bridgewealth Advisory Group
California
$212K +$212K +3,681 New
29 30
31
32 33