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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 %
DFA
876
DHJJ Financial Advisors
Illinois
$2.49K – – –
BCA
877
Bray Capital Advisors
Florida
$2.39K – – –
AWM
878
AllSquare Wealth Management
New York
$2.39K – – –
BFS
879
Burkett Financial Services
South Carolina
$2.16K +$53 +1 +3%
JFA
880
JNBA Financial Advisors
Minnesota
$2.02K – – –
CTB
881
Country Trust Bank
Illinois
$1.59K +$1.59K +30 New
M
882
MOTCO
Texas
$1.54K – – –
FIA
883
FPC Investment Advisory
California
$1.5K +$1.5K +27 New
HCA
884
Heck Capital Advisors
Wisconsin
$1.43K – – –
GTAM
885
Global Trust Asset Management
Florida
$1.33K – – –
RMC
886
Resources Management Corp
Connecticut
$1K – – –
CAL
887
Capital Advisors Ltd
Ohio
$1K – – –
FHC
888
First Heartland Consultants
Missouri
$501 +$25 +472 +5%
T
889
Tidemark
California
$491 +$491 +9 New
FRA
890
Front Row Advisors
California
$424 -$4.51K -85 -91%
GWANC
891
Guardian Wealth Advisors (North Carolina)
North Carolina
$212 – – –
HI
892
Hoey Investments
Pennsylvania
$54 +$54 +1 New
Qube Research & Technologies (QRT)
893
Qube Research & Technologies (QRT)
United Kingdom
– -$47.6M -875,187 Closed
CAM
894
Crestone Asset Management
Colorado
– -$10.1M -185,216 Closed
GIS
895
Grayhawk Investment Strategies
Alberta, Canada
– -$7.42M -136,450 Closed
Tudor Investment Corp
896
Tudor Investment Corp
Connecticut
– -$7.07M -129,894 Closed
EF
897
Empowered Funds
Pennsylvania
– -$7M -128,628 Closed
Renaissance Technologies
898
Renaissance Technologies
New York
– -$5.65M -103,800 Closed
RWP
899
RWA Wealth Partners
Massachusetts
– -$4.92M -90,454 Closed
LNC
900
Lincoln National Corp
Pennsylvania
– -$4.29M -78,942 Closed
34 35
36
37 38