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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 %
SIC
851
Salem Investment Counselors
North Carolina
$36.7K -$45.7K -794 -55%
TF
852
Tompkins Financial
New York
$36.7K -$5.87K -102 -14%
PFM
853
Phillips Financial Management
Indiana
$35.7K – – –
AAP
854
Arax Advisory Partners
Colorado
$33.8K – – –
S
855
SignatureFD
Georgia
$32.7K -$10.8K -188 -25%
LB
856
Legacy Bridge
Iowa
$30.2K – – –
BSB
857
Bangor Savings Bank
Maine
$29.7K – – –
CPA
858
Clear Point Advisors
New York
$29.5K – – –
RL
859
Rogco LP
Oklahoma
$28.7K -$8.51K -148 -23%
AA
860
Addison Advisors
Vermont
$27.2K – – –
PCMC
861
Private Capital Management (Colorado)
Colorado
$24.7K +$24.7K +429 New
RCM
862
Richardson Capital Management
Wisconsin
$24.4K -$3.11K -54 -11%
TCG
863
Transcendent Capital Group
Oklahoma
$23.2K +$23.2K +403 New
OC
864
Oakworth Capital
Alabama
$21.7K -$65.3K -1,135 -75%
CWP
865
Concord Wealth Partners
Virginia
$21.6K – – –
RWM
866
Ruedi Wealth Management
Illinois
$21.3K – – –
CFO
867
CVA Family Office
Colorado
$21.3K – – –
BLC
868
Brown, Lisle/Cummings
Rhode Island
$20.9K – – –
WWM
869
Wolff Wiese Magana
California
$20K – – –
FFL
870
Financial Freedom LLC
Ohio
$19K – – –
BBPWM
871
Blue Bell Private Wealth Management
Pennsylvania
$19K – – –
ME
872
McIlrath & Eck
Washington
$18.9K -$30.1K -524 -61%
WOSD
873
WFA of San Diego
California
$18.8K – – –
AWM
874
Abound Wealth Management
Tennessee
$18.6K – – –
TFA
875
Toth Financial Advisory
Virginia
$17.6K +$17.6K +306 New
33 34
35
36 37