iShares MSCI EAFE Value ETF
1,010 hedge funds and large institutions have $19.3B invested in iShares MSCI EAFE Value ETF in 2024 Q4 according to their latest regulatory filings, with 143 funds opening new positions, 485 increasing their positions, 251 reducing their positions, and 67 closing their positions.
113% more first-time investments, than exits
New positions opened: 143 | Existing positions closed: 67
93% more repeat investments, than reductions
Existing positions increased: 485 | Existing positions reduced: 251
8% more capital invested
Capital invested by funds: $17.9B → $19.3B (+$1.43B)
6% more funds holding
Funds holding: 952 → 1,010 (+58)
2.23% more ownership
Funds ownership: 90.2% → 92.43% (+2.2%)
1% more funds holding in top 10
Funds holding in top 10: 90 → 91 (+1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$242M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$221M |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
+$174M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$84.1M |
| 5 |
DWM
Dynasty Wealth Management
St. Petersburg,
Florida
|
+$71.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jones Financial Companies
Des Peres,
Missouri
|
-$112M |
| 2 |
MIS
Morningstar Investment Services
Chicago,
Illinois
|
-$43.2M |
| 3 |
FTUS
Flow Traders U.S.
New York
|
-$25.5M |
| 4 |
Prudential Financial
Newark,
New Jersey
|
-$23.5M |
| 5 |
EWA
EP Wealth Advisors
Torrance,
California
|
-$22M |
EFV Hedge Fund Activity: Q4 2024 in Review
1,010 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE Value ETF (EFV) for Q4 2024, worth a combined $19.3B — up 8% from $17.9B a quarter earlier.
Buyers outnumbered sellers: 143 funds opened new EFV positions and 67 closed out — a net gain of 76 holders — while 485 added to existing stakes and 251 trimmed.
The largest buyer was LPL Financial, adding an estimated $242M. The largest seller was Jones Financial Companies, cutting an estimated $112M.
- 1,010 institutional investors held iShares MSCI EAFE Value ETF (EFV) as of Q4 2024, up from 952 in Q3 2024.
- Funds reported $19.3B of iShares MSCI EAFE Value ETF stock for Q4 2024, up 8% quarter-over-quarter.
- 143 funds opened new iShares MSCI EAFE Value ETF positions in Q4 2024 and 67 closed out, a net change of +76 holders.
- The largest iShares MSCI EAFE Value ETF buyer in Q4 2024 was LPL Financial, an estimated $242M added.
- The largest iShares MSCI EAFE Value ETF seller in Q4 2024 was Jones Financial Companies, an estimated $112M sold.
Based on aggregated 13F filings for Q4 2024.