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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 %
DFA
926
DHJJ Financial Advisors
Illinois
$2.7K – – –
BCA
927
Bray Capital Advisors
Florida
$2.59K – – –
AWM
928
AllSquare Wealth Management
New York
$2.59K – – –
HR
929
Howe & Rusling
New York
$2.36K +$2.36K +41 New
BFS
930
Burkett Financial Services
South Carolina
$2.35K – – –
AFWM
931
Abich Financial Wealth Management
Virginia
$2.13K +$2.13K +37 New
MBFW
932
Morton Brown Family Wealth
Pennsylvania
$2.07K +$2.07K +36 New
CTB
933
Country Trust Bank
Illinois
$1.73K – – –
M
934
MOTCO
Texas
$1.67K – – –
MA
935
MCF Advisors
Kentucky
$1.61K +$1.61K +28 New
HCA
936
Heck Capital Advisors
Wisconsin
$1.55K – – –
FIA
937
FPC Investment Advisory
California
$1.53K – – –
GTAM
938
Global Trust Asset Management
Florida
$1.44K – – –
JGIA
939
Jackson Grant Investment Advisers
Connecticut
$1.21K +$1.21K +21 New
RMC
940
Resources Management Corp
Connecticut
$1K – – –
OFG
941
Oxford Financial Group
Indiana
$748 -$6.44K -112 -90%
T
942
Tidemark
California
$533 – – –
FRA
943
Front Row Advisors
California
$460 – – –
GWANC
944
Guardian Wealth Advisors (North Carolina)
North Carolina
$230 – – –
HI
945
Hoey Investments
Pennsylvania
$54 – – –
CMP
946
Coston McIsaac & Partners
Maine
$5 – – –
Barrow, Hanley, Mewhinney & Strauss
947
Barrow, Hanley, Mewhinney & Strauss
Texas
– -$34M -640,957 Closed
OMC
948
Old Mission Capital
Illinois
– -$25.3M -477,099 Closed
BFG
949
Buttonwood Financial Group
Missouri
– -$6.7M -125,619 Closed
KFG
950
Kingdom Financial Group
Arizona
– -$6.47M -121,939 Closed
36 37
38
39 40