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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 %
BLC
826
Brown, Lisle/Cummings
Rhode Island
$19.3K – – –
TWP
827
Triad Wealth Partners
Kansas
$18.7K +$18.7K +352 New
WWM
828
Wolff Wiese Magana
California
$18.4K – – –
FFL
829
Financial Freedom LLC
Ohio
$17.5K – – –
BBPWM
830
Blue Bell Private Wealth Management
Pennsylvania
$17.5K +$8.86K +167 +102%
WOSD
831
WFA of San Diego
California
$17.3K +$17.3K +326 New
AWM
832
Abound Wealth Management
Tennessee
$17.2K – – –
BWL
833
Bogart Wealth LLC
Virginia
$16.4K -$106 -2 -0.6%
Kayne Anderson Rudnick Investment Management
834
Kayne Anderson Rudnick Investment Management
California
$16K – – –
DCM
835
Disciplina Capital Management
Tennessee
$16K +$5.85K +52 +58%
OIA
836
Optimum Investment Advisors
Illinois
$16K – – –
TCOV
837
Trust Company of Vermont
Vermont
$15.9K – – –
CFS
838
CGC Financial Services
Oregon
$14.9K – – –
OWA
839
Opal Wealth Advisors
New York
$14.4K +$14.4K +271 New
CT
840
Clearstead Trust
Maine
$13.5K – – –
BC
841
Barrett & Company
Rhode Island
$12.7K – – –
AW
842
Avion Wealth
Texas
$12K -$18.8K -361 -61%
AIC
843
Archer Investment Corporation
Indiana
$10.7K – – –
IFAM
844
Institutional & Family Asset Management
Colorado
$10.6K +$265 +5 +3%
MWA
845
MFA Wealth Advisors
Pennsylvania
$10.5K +$10.5K +198 New
RIA
846
Realta Investment Advisors
Delaware
$10.2K +$212 +4 +2%
ST
847
Smithfield Trust
Pennsylvania
$10K +$10K +183 New
CHA
848
Carmichael Hill & Associates
Maryland
$9.55K +$9.55K +180 New
PAG
849
Paladin Advisory Group
Iowa
$9.49K +$9.49K +178 New
FCAS
850
First Command Advisory Services
Texas
$8.91K +$8.91K +168 New
32 33
34
35 36