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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 %
FA
776
FSA Advisors
Michigan
$211K +$211K +3,971 New
MGW
777
MB Generational Wealth
Washington
$211K +$211K +3,668 New
APW
778
Axim Planning & Wealth
Ohio
$209K +$209K +3,638 New
OWMIAS
779
One Wealth Management Investment & Advisory Services
Florida
$209K -$3.32M -57,729 -94%
FA
780
Fortis Advisors
Pennsylvania
$206K +$206K +3,589 New
HBW
781
Hazlett, Burt & Watson
West Virginia
$205K -$4.01K -70 -2%
KAM
782
Kraft Asset Management
Tennessee
$204K +$204K +3,550 New
RWM
783
Ritholtz Wealth Management
New York
$203K +$203K +3,528 New
LFA
784
Legacy Financial Advisors
Kentucky
$203K +$203K +3,524 New
WSFS
785
Wilmington Savings Fund Society
Delaware
$203K +$203K +3,522 New
CFP
786
Catalyst Financial Partners
Massachusetts
$201K +$201K +3,502 New
TFCP
787
Twin Focus Capital Partners
Massachusetts
$201K +$201K +3,500 New
KCM
788
KM Capital Management
Texas
$201K +$201K +3,490 New
CAS
789
Coppell Advisory Solutions
Texas
$197K -$6.83K -118 -3%
BCWM
790
Bartlett & Co Wealth Management
Ohio
$195K – – –
MFT
791
Moisand Fitzgerald Tamayo
Florida
$192K -$15.2K -265 -7%
OC
792
Oarsman Capital
Wisconsin
$192K +$192K +3,329 New
BA
793
Bristlecone Advisors
Washington
$186K – – –
PA
794
Pineridge Advisors
Missouri
$175K +$2.59K +45 +1%
PA
795
Parallel Advisors
California
$174K -$58 -1 -0%
OA
796
Operose Advisors
Wisconsin
$173K +$173K +3,000 New
MHR
797
Matthew Hamilton Rosenberg
$165K -$17.2K -299 -9%
PCA
798
Providence Capital Advisors
North Carolina
$160K – – –
UFAC
799
Urban Financial Advisory Corp
Illinois
$158K +$158K +2,740 New
QCG
800
Quadrant Capital Group
Ohio
$157K – – –
30 31
32
33 34