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iShares MSCI EAFE Value ETF
EFV

Overview Fund Activity

945 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
945
Holders Change
+56
Holders Change %
+6.3%
% of All Funds
13.67%
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 %
GWSG
826
GPS Wealth Strategies Group
Colorado
$64.4K +$1.73K +30 +3%
HT
827
Headlands Technologies
Illinois
$63.9K -$94.3K -1,640 -60%
PGAM
828
Princeton Global Asset Management
New Jersey
$62.7K +$5.24K +91 +9%
TAM
829
Tucker Asset Management
Colorado
$60.9K -$25.5K -444 -30%
FDCP
830
Foster Dykema Cabot & Partners
Massachusetts
$60.6K +$60.6K +1,054 New
NIC
831
Northwest Investment Counselors
Oregon
$59.9K +$59.9K +1,041 New
ITIM
832
Indiana Trust & Investment Management
Indiana
$58.2K +$1.67K +29 +3%
KHC
833
Koesten Hirschmann & Crabtree
Kansas
$54.9K – – –
JWA
834
JFS Wealth Advisors
Pennsylvania
$54.3K – – –
APW
835
Atlantic Private Wealth
North Carolina
$53.1K – – –
Russell Investments Group
836
Russell Investments Group
United Kingdom
$52.2K -$920 -16 -2%
AWA
837
Authentikos Wealth Advisory
California
$51.8K +$51.8K +901 New
CIAS
838
Capital Investment Advisory Services
North Carolina
$51.7K +$45.3K +787 +703%
Barclays
839
Barclays
United Kingdom
$51K – – –
LWCFA
840
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$50.8K – – –
BA
841
Ballast Advisors
Minnesota
$48.2K – – –
BCMLT
842
Beacon Capital Management LLC (Tennessee)
Tennessee
$45K +$14.7K +256 +49%
PPC
843
Park Place Capital
Alabama
$44.7K -$9.61K -167 -18%
FNWA
844
Financial Network Wealth Advisors
Utah
$44.5K +$115 +2 +0.3%
PIA
845
Powell Investment Advisors
Florida
$43.7K – – –
GEA
846
Glen Eagle Advisors
New Jersey
$43.1K – – –
HGERS
847
Householder Group Estate & Retirement Specialist
Arizona
$43K – – –
SSB
848
Sandy Spring Bank
Maryland
$41.4K – – –
EW
849
Element Wealth
Mississippi
$39.6K -$8.05K -140 -17%
WFA
850
Wells Financial Advisors
Massachusetts
$38.1K -$484K -8,419 -93%
32 33
34
35 36