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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
HCC
801
Hirtle Callaghan & Co
Pennsylvania
$245K – – –
TA
802
TKG Advisors
Indiana
$244K -$1.81K -33 -0.7%
QCM
803
QRG Capital Management
Illinois
$244K +$3.23K +59 +1%
CAWM
804
Capital A Wealth Management
Pennsylvania
$244K +$254K +4,643 New
TH
805
Team Hewins
California
$241K -$5.37K -98 -2%
CFGA
806
Cambridge Financial Group (Arizona)
Arizona
$241K +$23.3K +425 +10%
CNBT
807
Canandaigua National Bank & Trust
New York
$240K -$49.3K -900 -16%
HIP
808
HUB Investment Partners
Texas
$240K +$250K +4,572 New
SC
809
Schoolcraft Capital
Colorado
$237K +$110 +2 +0%
NG
810
Novem Group
New York
$236K +$246K +4,493 New
GSEP
811
Golden State Equity Partners
California
$235K +$245K +4,479 New
SWA
812
SOA Wealth Advisors
New York
$234K -$11.4K -209 -4%
EWP
813
Elevation Wealth Partners
California
$233K +$4.22K +77 +2%
AFGAS
814
Allegiance Financial Group Advisory Services
Virginia
$233K – – –
AFP
815
Ausdal Financial Partners
Iowa
$232K +$13.4K +245 +6%
UL
816
Unionview LLC
Washington
$226K +$1.81K +33 +0.8%
GFPC
817
Global Financial Private Client
Florida
$225K +$4.93K +90 +2%
AG
818
AmeriFlex Group
Nevada
$221K +$221K +4,034 New
FAM
819
Frontier Asset Management
Wyoming
$221K -$8.98K -164 -4%
SA
820
SFI Advisors
New Jersey
$221K +$231K +4,211 New
AWM
821
Angeles Wealth Management
California
$221K -$27.4K -500 -11%
HR
822
Howe & Rusling
New York
$221K +$228K +4,162 +10,151%
RFC
823
Regions Financial Corp
Alabama
$220K -$40.5K -739 -15%
BAG
824
Bridgewealth Advisory Group
California
$220K +$10.4K +189 +5%
CCA
825
Criterion Capital Advisors
Tennessee
$219K – – –
31 32
33
34 35

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.