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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 %
HB
801
Horizon Bancorp
Indiana
$154K – – –
BL
802
Balentine LLC
Georgia
$142K – – –
FCA
803
FinTrust Capital Advisors
South Carolina
$139K -$27.7K -482 -17%
CSWM
804
Cassady Schiller Wealth Management
Ohio
$138K – – –
ZB
805
Zions Bancorporation
Utah
$136K – – –
SAM
806
S.A. Mason
Michigan
$132K – – –
RIL
807
Rothschild Investment LLC
Illinois
$130K -$6.33K -110 -5%
FMII
808
Farmers & Merchants Investments Inc
Nebraska
$127K -$15K -261 -11%
LCM
809
Logan Capital Management
Pennsylvania
$120K – – –
TIM
810
Tortoise Investment Management
New York
$114K – – –
WT
811
Washington Trust
Rhode Island
$113K +$5.01K +87 +5%
FFA
812
Founders Financial Alliance
North Carolina
$110K -$48K -835 -30%
CWC
813
Carolinas Wealth Consulting
North Carolina
$110K – – –
AAG
814
Armstrong Advisory Group
Massachusetts
$106K – – –
FGC
815
Financial Gravity Companies
Texas
$97.5K +$97.5K +1,695 New
TSMHT
816
Thurston Springer Miller Herd & Titak
Indiana
$90K +$50.4K +876 +128%
CPG
817
Cornerstone Planning Group
New Jersey
$89.4K -$59.7K -1,078 -40%
AIM
818
Anchor Investment Management
South Carolina
$85K – – –
GI
819
GAMMA Investing
California
$84.7K – – –
HIA
820
Harbor Investment Advisory
Maryland
$83.8K +$22.9K +398 +38%
SWM
821
Sugarloaf Wealth Management
Georgia
$79.6K +$9.21K +160 +13%
TFGT
822
TS Financial Group (TSFG)
Illinois
$78K – – –
LI
823
LRI Investments
Florida
$76.8K – – –
HWP
824
Highline Wealth Partners
California
$76.4K – – –
MPCG
825
Matrix Private Capital Group
New York
$76.1K +$3.11K +54 +4%
31 32
33
34 35