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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 %
YCG
926
Yeomans Consulting Group
Georgia
– -$241K -4,430 Closed
BRA
927
Biechele Royce Advisors
Indiana
– -$236K -4,327 Closed
VC
928
Veracity Capital
Georgia
– -$227K -4,171 Closed
AFP
929
Ausdal Financial Partners
Iowa
– -$220K -4,047 Closed
FIM
930
Freedom Investment Management
Connecticut
– -$218K -4,000 Closed
CICC
931
Capital Investment Counsel (Colorado)
Colorado
– -$216K -3,976 Closed
IW
932
Instrumental Wealth
Florida
– -$218K -3,896 Closed
MGW
933
MB Generational Wealth
Washington
– -$209K -3,851 Closed
FWM
934
FFT Wealth Management
Pennsylvania
– -$209K -3,850 Closed
RCA
935
Resonant Capital Advisors
Wisconsin
– -$209K -3,848 Closed
AB
936
Atlas Brown
Kentucky
– -$201K -3,692 Closed
IGWM
937
ICA Group Wealth Management
Colorado
– -$165K -3,038 Closed
First Manhattan
938
First Manhattan
New York
– -$108K -1,983 Closed
SWS
939
SYSTM Wealth Solutions
Illinois
– -$88K -1,617 Closed
BBHC
940
Brown Brothers Harriman & Co
New York
– -$47.9K -880 Closed
TC
941
Truvestments Capital
Florida
– -$19.1K -351 Closed
PWA
942
Provenance Wealth Advisors
Florida
– -$10.7K -197 Closed
ETS
943
ESL Trust Services
New York
– -$9.79K -180 Closed
NFSG
944
Newbridge Financial Services Group
Florida
– -$8.65K -159 Closed
HR
945
Howe & Rusling
New York
– -$8.65K -159 Closed
HPC
946
HM Payson & Co
Maine
– -$7.07K -130 Closed
NC
947
NewSquare Capital
Pennsylvania
– -$5.6K -103 Closed
WIC
948
Woodmont Investment Counsel
Tennessee
– -$5.55K -102 Closed
CSB
949
City State Bank
Iowa
– -$5K -99 Closed
PCWA
950
Pacific Capital Wealth Advisors
California
– -$4.62K -85 Closed
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