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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 %
TAM
776
Tucker Asset Management
Colorado
$79.7K -$1.17K -22 -1%
UWS
777
Unique Wealth Strategies
Illinois
$79K +$79K +1,452 New
EWM
778
EPG Wealth Management
Georgia
$78.8K -$78.9K -1,450 Closed
AIM
779
Anchor Investment Management
South Carolina
$78.4K – – –
GI
780
GAMMA Investing
California
$78.1K +$72.7K +1,370 +1,343%
SIC
781
Salem Investment Counselors
North Carolina
$75.9K +$67.6K +1,275 +812%
LI
782
LRI Investments
Florida
$75.8K +$30K +565 +65%
TFGT
783
TS Financial Group (TSFG)
Illinois
$72K – – –
HWP
784
Highline Wealth Partners
California
$70.4K +$743 +14 +1%
GI
785
Gradient Investments
Minnesota
$69.7K +$20.2K +380 +41%
MPCG
786
Matrix Private Capital Group
New York
$67.3K – – –
SWM
787
Sugarloaf Wealth Management
Georgia
$64.9K +$34.4K +648 +113%
MA
788
Montag & Associates
Georgia
$61.7K – – –
GWSG
789
GPS Wealth Strategies Group
Colorado
$57.8K +$18.4K +347 +47%
HIA
790
Harbor Investment Advisory
Maryland
$56.2K +$318 +6 +0.6%
PGAM
791
Princeton Global Asset Management
New Jersey
$52.9K +$48.4K +912 +1,060%
ITIM
792
Indiana Trust & Investment Management
Indiana
$52.1K – – –
KHC
793
Koesten Hirschmann & Crabtree
Kansas
$51.9K – – –
LWCFA
794
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$50.5K +$50.5K +916 New
PPC
795
Park Place Capital
Alabama
$50.1K -$23.1K -435 -32%
JWA
796
JFS Wealth Advisors
Pennsylvania
$50K +$4.88K +92 +11%
APW
797
Atlantic Private Wealth
North Carolina
$49K – – –
Russell Investments Group
798
Russell Investments Group
United Kingdom
$49K +$48.1K +907 +5,669%
Barclays
799
Barclays
United Kingdom
$47K -$953K -18,046 -95%
ME
800
McIlrath & Eck
Washington
$45.2K -$43.5K -820 -49%
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32
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