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iShares MSCI EAFE Value ETF
EFV

Overview Fund Activity

999 hedge funds and large institutions have $19.3B invested in iShares MSCI EAFE Value ETF in 2024 Q4 according to their latest regulatory filings, with 138 funds opening new positions, 481 increasing their positions, 251 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
999
Holders Change
+53
Holders Change %
+5.6%
% of All Funds
13.3%
Holding in Top 10
89
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.11%
% of All Funds
1.18%
New
138
Increased
481
Reduced
251
Closed
67
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Koshinski Asset Management
Koshinski Asset Management
Illinois
+$1.54B
2
LPL Financial
LPL Financial
California
+$232M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$212M
4
AllianceBernstein
AllianceBernstein
Tennessee
+$167M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$80.6M

Top Sellers

1
Jones Financial Companies
Jones Financial Companies
Missouri
-$108M
2
MIS
Morningstar Investment Services
Illinois
-$41.4M
3
FTUS
Flow Traders U.S.
New York
-$25.5M
4
Prudential Financial
Prudential Financial
New Jersey
-$22.5M
5
EWA
EP Wealth Advisors
California
-$21.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
HP
776
Holistic Planning
Texas
$269K -$75.9K -1,447 -22%
CAS
777
Coppell Advisory Solutions
Texas
$265K +$87.1K +1,663 +49%
MSA
778
Marino Stram & Associates
Massachusetts
$263K +$9.13K +174 +4%
WFC
779
Western Financial Corp
California
$261K -$134K -2,559 -34%
BGWM
780
Bridge Generations Wealth Management
Florida
$260K +$260K +4,961 New
ES
781
Eagle Strategies
New York
$260K +$33.2K +632 +15%
FTWA
782
Fifth Third Wealth Advisors
Ohio
$259K +$27.3K +521 +12%
AWM
783
Avior Wealth Management
Nebraska
$259K +$12.4K +236 +5%
WHCI
784
W.H. Cornerstone Investments
Massachusetts
$258K +$2.05K +39 +0.8%
WPW
785
Waldron Private Wealth
Pennsylvania
$258K +$3.04K +58 +1%
APW
786
Axim Planning & Wealth
Ohio
$256K +$64.6K +1,232 +34%
OA
787
Operose Advisors
Wisconsin
$252K +$94.9K +1,808 +60%
IAIM
788
International Assets Investment Management
Florida
$252K +$252K +4,812 New
MCM
789
MAI Capital Management
Ohio
$249K +$249K +4,745 New
FDCDDQ
790
Federation des caisses Desjardins du Quebec
Quebec, Canada
$247K -$47.2K -900 -16%
OCM
791
One Capital Management
California
$246K -$14.1K -269 -5%
AF
792
Advisornet Financial
Minnesota
$245K -$3.73M -71,100 -94%
TWP
793
Total Wealth Planning
Ohio
$245K – – –
HCC
794
Hirtle Callaghan & Co
Pennsylvania
$245K – – –
TA
795
TKG Advisors
Indiana
$244K -$1.8K -33 -0.7%
QCM
796
QRG Capital Management
Illinois
$244K +$3.1K +59 +1%
CAWM
797
Capital A Wealth Management
Pennsylvania
$244K +$244K +4,643 New
TH
798
Team Hewins
California
$241K -$5.14K -98 -2%
CFGA
799
Cambridge Financial Group (Arizona)
Arizona
$241K +$22.3K +425 +10%
CNBT
800
Canandaigua National Bank & Trust
New York
$240K -$47.2K -900 -16%
30 31
32
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