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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 %
BA
801
Ballast Advisors
Minnesota
$44.4K – – –
EW
802
Element Wealth
Mississippi
$44K -$212 -4 -0.5%
FNWA
803
Financial Network Wealth Advisors
Utah
$40.9K +$40.9K +771 New
PIA
804
Powell Investment Advisors
Florida
$40.3K +$1.17K +22 +3%
S
805
SignatureFD
Georgia
$40.2K +$10.7K +201 +36%
GEA
806
Glen Eagle Advisors
New Jersey
$39.8K – – –
TF
807
Tompkins Financial
New York
$39.2K +$22K +414 +127%
HGERS
808
Householder Group Estate & Retirement Specialist
Arizona
$39K +$29K +559 +291%
SSB
809
Sandy Spring Bank
Maryland
$38.1K -$73.3K -1,382 -66%
TSMHT
810
Thurston Springer Miller Herd & Titak
Indiana
$36.5K +$36.5K +687 New
RL
811
Rogco LP
Oklahoma
$34.3K -$17.2K -324 -33%
PFM
812
Phillips Financial Management
Indiana
$32.9K +$11.4K +215 +53%
RWMG
813
Redwood Wealth Management Group
New Jersey
$31.9K +$31.9K +601 New
AAP
814
Arax Advisory Partners
Colorado
$31.1K +$14.8K +279 +91%
BCMLT
815
Beacon Capital Management LLC (Tennessee)
Tennessee
$28K +$3.13K +59 +13%
LB
816
Legacy Bridge
Iowa
$27.8K – – –
BSB
817
Bangor Savings Bank
Maine
$27.4K +$26.5K +500 +3,125%
CPA
818
Clear Point Advisors
New York
$27.2K +$795 +15 +3%
WIA
819
Wetzel Investment Advisors
Indiana
$25.4K – – –
RCM
820
Richardson Capital Management
Wisconsin
$25.3K -$6.53K -123 -21%
AA
821
Addison Advisors
Vermont
$25K – – –
CB
822
Chris Bulman
California
$22.8K +$22.8K +430 New
CWP
823
Concord Wealth Partners
Virginia
$19.9K -$10.3K -195 -34%
RWM
824
Ruedi Wealth Management
Illinois
$19.7K – – –
CFO
825
CVA Family Office
Colorado
$19.6K +$583 +11 +3%
31 32
33
34 35