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iShares MSCI EAFE Value ETF
EFV

1,010 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 143 funds opening new positions, 485 increasing their positions, 251 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 143 | Existing positions closed: 67

93% more repeat investments, than reductions

Existing positions increased: 485 | Existing positions reduced: 251

8% more capital invested

Capital invested by funds: $17.9B → $19.3B (+$1.43B)

6% more funds holding

Funds holding: 952 → 1,010 (+58)

2.23% more ownership

Funds ownership: 90.2% → 92.43% (+2.2%)

1% more funds holding in top 10

Funds holding in top 10: 90 → 91 (+1)

Holders
1,010
Holders Change
+58
Holders Change %
+6.09%
% of All Funds
13.3%
Holding in Top 10
91
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.11%
% of All Funds
1.2%
New
143
Increased
485
Reduced
251
Closed
67
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$242M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$221M
3
AllianceBernstein
AllianceBernstein
Tennessee
+$174M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$84.1M
5
DWM
Dynasty Wealth Management
Florida
+$71.9M

Top Sellers

Rank Fund Capital Flow
1
Jones Financial Companies
Jones Financial Companies
Missouri
-$112M
2
MIS
Morningstar Investment Services
Illinois
-$43.2M
3
FTUS
Flow Traders U.S.
New York
-$25.5M
4
Prudential Financial
Prudential Financial
New Jersey
-$23.5M
5
EWA
EP Wealth Advisors
California
-$22M
Name Holding Trade Value Shares
Change 		Change in
Stake
WI
776
WrapManager Inc
California
$274K -$37.2K -679 -12%
GC
777
GatePass Capital
Ohio
$273K +$285K +5,210 New
SMA
778
Sage Mountain Advisors
Georgia
$273K – – –
CPA
779
Cardiff Park Advisors
California
$271K +$1.97K +36 +0.7%
AT
780
American Trust
Kentucky
$270K +$282K +5,143 New
KFG
781
Kelly Financial Group
Connecticut
$270K +$281K +5,138 New
IFA
782
Index Fund Advisors
California
$269K +$1.04K +19 +0.4%
HP
783
Holistic Planning
Texas
$269K -$79.2K -1,447 -22%
CAS
784
Coppell Advisory Solutions
Texas
$265K +$91.1K +1,663 +49%
MSA
785
Marino Stram & Associates
Massachusetts
$263K +$9.53K +174 +4%
WFC
786
Western Financial Corp
California
$261K -$140K -2,559 -34%
BGWM
787
Bridge Generations Wealth Management
Florida
$260K +$272K +4,961 New
ES
788
Eagle Strategies
New York
$260K +$34.6K +632 +15%
FTWA
789
Fifth Third Wealth Advisors
Ohio
$259K +$28.5K +521 +12%
AWM
790
Avior Wealth Management
Nebraska
$259K +$12.9K +236 +5%
WHCI
791
W.H. Cornerstone Investments
Massachusetts
$258K +$2.14K +39 +0.8%
WPW
792
Waldron Private Wealth
Pennsylvania
$258K +$3.18K +58 +1%
APW
793
Axim Planning & Wealth
Ohio
$256K +$67.5K +1,232 +34%
OA
794
Operose Advisors
Wisconsin
$252K +$99K +1,808 +60%
IAIM
795
International Assets Investment Management
Florida
$252K +$264K +4,812 New
MCM
796
MAI Capital Management
Ohio
$249K +$260K +4,745 New
FDCDDQ
797
Federation des caisses Desjardins du Quebec
Quebec, Canada
$247K -$49.3K -900 -16%
OCM
798
One Capital Management
California
$246K -$14.7K -269 -5%
AF
799
Advisornet Financial
Minnesota
$245K -$3.89M -71,100 -94%
TWP
800
Total Wealth Planning
Ohio
$245K – – –
30 31
32
33 34

EFV Hedge Fund Activity: Q4 2024 in Review

1,010 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE Value ETF (EFV) for Q4 2024, worth a combined $19.3B — up 8% from $17.9B a quarter earlier.

Buyers outnumbered sellers: 143 funds opened new EFV positions and 67 closed out — a net gain of 76 holders — while 485 added to existing stakes and 251 trimmed.

The largest buyer was LPL Financial, adding an estimated $242M. The largest seller was Jones Financial Companies, cutting an estimated $112M.

  • 1,010 institutional investors held iShares MSCI EAFE Value ETF (EFV) as of Q4 2024, up from 952 in Q3 2024.
  • Funds reported $19.3B of iShares MSCI EAFE Value ETF stock for Q4 2024, up 8% quarter-over-quarter.
  • 143 funds opened new iShares MSCI EAFE Value ETF positions in Q4 2024 and 67 closed out, a net change of +76 holders.
  • The largest iShares MSCI EAFE Value ETF buyer in Q4 2024 was LPL Financial, an estimated $242M added.
  • The largest iShares MSCI EAFE Value ETF seller in Q4 2024 was Jones Financial Companies, an estimated $112M sold.

Based on aggregated 13F filings for Q4 2024.