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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 %
RIA
901
Realta Investment Advisors
Delaware
$7.26K -$3.63K -64 -33%
USB
902
Union Savings Bank
Connecticut
$7.13K +$7.13K +124 New
CA
903
Crewe Advisors
Utah
$6.5K – – –
UB
904
UMB Bank
Missouri
$6.16K +$6.16K +107 New
DWM
905
Darwin Wealth Management
Florida
$6.16K +$6.16K +107 New
HGA
906
Hobbs Group Advisors
South Carolina
$5.87K +$5.87K +102 New
DCM
907
Disciplina Capital Management
Tennessee
$5.33K -$2.81K -49 -35%
TC
908
Truvestments Capital
Florida
$4.89K +$4.89K +85 New
SN
909
Sittner & Nelson
Oregon
$4.83K – – –
CHC
910
City Holding Co
West Virginia
$4.83K – – –
PA
911
PSI Advisors
Florida
$4.78K – – –
CJ
912
Caitlin John
Michigan
$4.66K – – –
LIS
913
Legacy Investment Solutions
Idaho
$4.55K +$4.55K +85 New
LWMI
914
Legacy Wealth Management (Idaho)
Idaho
$4.55K +$4.55K +85 New
LWANC
915
Laurel Wealth Advisors (North Carolina)
North Carolina
$4.43K – – –
JHCP
916
Jackson Hole Capital Partners
Oklahoma
$4.14K – – –
CPA
917
Capital Performance Advisors
California
$3.8K +$3.8K +66 New
CSC
918
Caldwell Sutter Capital
California
$3.74K – – –
NMG
919
New Millennium Group
Utah
$3.28K -$230 -4 -7%
RWA
920
Redmont Wealth Advisors
Illinois
$3.16K – – –
MWM
921
Mascoma Wealth Management
New Hampshire
$2.99K – – –
MFC
922
Morris Financial Concepts
South Carolina
$2.88K +$2.88K +50 New
1IA
923
1620 Investment Advisors
Massachusetts
$2.88K – – –
HC
924
Hoese & Co
Minnesota
$2.76K – – –
BC
925
Barrett & Company
Rhode Island
$2.7K -$11.1K -193 -80%
35 36
37
38 39