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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
$3.11B
2
LPL Financial
LPL Financial
California
$735M
3
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
$567M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$761M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$355M

Top Sellers

1
SWM
Scissortail Wealth Management
Oklahoma
$5.16M
2
Ameriprise
Ameriprise
Minnesota
$213M
3
Jane Street
Jane Street
New York
$314K
4
SP
Symmetry Partners
Connecticut
$12.2M
5
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Kayne Anderson Rudnick Investment Management
876
Kayne Anderson Rudnick Investment Management
California
$17.4K – – –
OIA
877
Optimum Investment Advisors
Illinois
$17.3K – – –
TCOV
878
Trust Company of Vermont
Vermont
$17.3K – – –
CFS
879
CGC Financial Services
Oregon
$16.1K – – –
JFG
880
JDM Financial Group
Texas
$15.9K +$15.9K +277 New
CT
881
Clearstead Trust
Maine
$14.6K – – –
LC
882
Lindbrook Capital
California
$14.6K +$14.6K +253 New
BWL
883
Bogart Wealth LLC
Virginia
$14.4K -$3.39K -59 -19%
ABWM
884
Alpine Bank Wealth Management
Colorado
$14.4K +$14.4K +250 New
EWM
885
EPG Wealth Management
Georgia
$14.1K +$14.1K +245 New
DCM
886
Davis Capital Management
Florida
$13.5K +$13.5K +234 New
AIC
887
Archer Investment Corporation
Indiana
$13.4K +$1.84K +32 +16%
MTIC
888
Missouri Trust & Investment Company
Missouri
$13.4K +$13.4K +233 New
AW
889
Avion Wealth
Texas
$13K – – –
MWA
890
MFA Wealth Advisors
Pennsylvania
$11.4K – – –
GWM
891
Grand Wealth Management
Michigan
$11.3K +$11.3K +197 New
ST
892
Smithfield Trust
Pennsylvania
$11K – – –
CHA
893
Carmichael Hill & Associates
Maryland
$10.4K – – –
PAG
894
Paladin Advisory Group
Iowa
$10.2K – – –
EWM
895
Evermay Wealth Management
Virginia
$9.15K +$9.15K +159 New
POIA
896
Pin Oak Investment Advisors
Texas
$8K – – –
DF
897
Dunhill Financial
United Kingdom
$7.4K – – –
TC
898
Trust Company
Kansas
$7.36K +$7.36K +128 New
FG
899
Fairman Group
Pennsylvania
$7.33K – – –
JIP
900
Jaffetilchin Investment Partners
Florida
$7.31K +$7.31K +127 New
34 35
36
37 38