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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 %
SAW
901
Signal Advisors Wealth
Michigan
– -$3.43M -63,009 Closed
CA
902
CoreCap Advisors
Michigan
– -$3.21M -58,932 Closed
QC
903
Quadrature Capital
United Kingdom
– -$3.2M -58,908 Closed
CFS
904
Commonwealth Financial Services
West Virginia
– -$2.98M -57,235 Closed
FEG
905
Fund Evaluation Group
Ohio
– -$2.7M -49,559 Closed
PLFA
906
Pacific Life Fund Advisors
California
– -$2.69M -49,403 Closed
Toronto Dominion Bank
907
Toronto Dominion Bank
Ontario, Canada
– -$2.32M -42,704 Closed
QIM
908
Quantitative Investment Management
Virginia
– -$2.12M -39,049 Closed
NL
909
NWAM LLC
Washington
– -$1.25M -22,660 Closed
SWM
910
Soundmark Wealth Management
Washington
– -$938K -17,234 Closed
MWM
911
Meridian Wealth Management
Kentucky
– -$523K -9,611 Closed
CM
912
Columbus Macro
Pennsylvania
– -$506K -9,297 Closed
LFAS
913
Level Four Advisory Services
Texas
– -$472K -9,061 Closed
GCA
914
Greenwood Capital Associates
South Carolina
– -$406K -7,463 Closed
LSAG
915
Lake Street Advisors Group
New Hampshire
– -$371K -6,824 Closed
LLWM
916
Life Line Wealth Management
California
– -$347K -6,372 Closed
GIA
917
Gladstone Institutional Advisory
Florida
– -$334K -6,136 Closed
PCM
918
Peirce Capital Management
Texas
– -$320K -5,881 Closed
SPWG
919
Syntegra Private Wealth Group
Missouri
– -$319K -5,870 Closed
GT
920
Glenview Trust
Kentucky
– -$308K -5,664 Closed
WFC
921
Western Financial Corp
California
– -$288K -5,295 Closed
TGAM
922
TBH Global Asset Management
Tennessee
– -$273K -5,021 Closed
OWP
923
Obermeyer Wealth Partners
Colorado
– -$267K -4,911 Closed
BWM
924
BCS Wealth Management
Tennessee
– -$258K -4,745 Closed
HSA
925
HBK Sorce Advisory
Pennsylvania
– -$256K -4,701 Closed
35 36
37
38 39