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iShares MSCI EAFE Value ETF
EFV

Overview Fund Activity

998 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 138 funds opening new positions, 480 increasing their positions, 251 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
998
Holders Change
+53
Holders Change %
+5.61%
% of All Funds
13.29%
Holding in Top 10
89
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.11%
% of All Funds
1.18%
New
138
Increased
480
Reduced
251
Closed
66
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Koshinski Asset Management
Koshinski Asset Management
Illinois
$1.54B
2
LPL Financial
LPL Financial
California
$902M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$3.04B
4
AllianceBernstein
AllianceBernstein
Tennessee
$303M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$1.09B

Top Sellers

1
Jones Financial Companies
Jones Financial Companies
Missouri
$661M
2
MIS
Morningstar Investment Services
Illinois
$6.56M
3
FTUS
Flow Traders U.S.
New York
$0
4
Prudential Financial
Prudential Financial
New Jersey
$6.08M
5
EWA
EP Wealth Advisors
California
$29.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
WFA
901
Wells Financial Advisors
Massachusetts
$24.4K -$10.4K -198 -30%
PCMC
902
Private Capital Management (Colorado)
Colorado
$22.5K – – –
RCM
903
Richardson Capital Management
Wisconsin
$22.4K +$158 +3 +0.7%
BBPWM
904
Blue Bell Private Wealth Management
Pennsylvania
$22.2K +$4.93K +94 +28%
AWM
905
Abound Wealth Management
Tennessee
$21.7K +$4.72K +90 +28%
PCTC
906
Perkins Coie Trust Company
Washington
$21K +$21K +400 New
S
907
SignatureFD
Georgia
$19.9K -$9.92K -189 -33%
OC
908
Oakworth Capital
Alabama
$19.8K – – –
CFO
909
CVA Family Office
Colorado
$19.8K +$315 +6 +2%
CWP
910
Concord Wealth Partners
Virginia
$19.7K – – –
RWM
911
Ruedi Wealth Management
Illinois
$19.5K – – –
BLC
912
Brown, Lisle/Cummings
Rhode Island
$19K – – –
OAJ
913
Ogorek Anthony Joseph
New York
$18K +$18K +346 New
FFL
914
Financial Freedom LLC
Ohio
$17.3K – – –
MAS
915
MPWM Advisory Solutions
Georgia
$16.5K +$16.5K +314 New
TFA
916
Toth Financial Advisory
Virginia
$16.1K – – –
Kayne Anderson Rudnick Investment Management
917
Kayne Anderson Rudnick Investment Management
California
$15.8K – – –
OIA
918
Optimum Investment Advisors
Illinois
$15.8K – – –
TCOV
919
Trust Company of Vermont
Vermont
$15.7K – – –
HC
920
Hurley Capital
New York
$15.7K +$15.7K +299 New
AIC
921
Archer Investment Corporation
Indiana
$15.5K +$3.3K +63 +27%
CFS
922
CGC Financial Services
Oregon
$14.7K – – –
CT
923
Clearstead Trust
Maine
$13.3K – – –
BWL
924
Bogart Wealth LLC
Virginia
$13.1K – – –
EWM
925
EPG Wealth Management
Georgia
$12.9K – – –
35 36
37
38 39