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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
+$1.66B
2
LPL Financial
LPL Financial
California
+$351M
3
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
+$256M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$235M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$181M

Top Sellers

1
SWM
Scissortail Wealth Management
Oklahoma
-$662M
2
Ameriprise
Ameriprise
Minnesota
-$216M
3
Jane Street
Jane Street
New York
-$93.5M
4
SP
Symmetry Partners
Connecticut
-$51M
5
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$34M
Name Holding Trade Value Shares
Change 		Shares
Change %
Millennium Management
951
Millennium Management
New York
– -$4.82M -90,830 Closed
DWM
952
Dynasty Wealth Management
Florida
– -$4.58M -86,319 Closed
DS
953
DRW Securities
Illinois
– -$2.83M -53,894 Closed
ASFA
954
All Season Financial Advisors
Colorado
– -$2.37M -44,709 Closed
Citadel Advisors
955
Citadel Advisors
Florida
– -$2.26M -42,582 Closed
X
956
Xponance
Pennsylvania
– -$1.76M -35,991 Closed
SFC
957
Strategic Financial Concepts
Texas
– -$6.4K -20,997 Closed
AWM
958
Axxcess Wealth Management
California
– -$1.09M -20,606 Closed
Susquehanna International Group
959
Susquehanna International Group
Pennsylvania
– -$1.03M -19,405 Closed
BFG
960
Bleakley Financial Group
New Jersey
– -$986K -18,594 Closed
Squarepoint
961
Squarepoint
New York
– -$629K -11,854 Closed
T
962
TCWP
Ohio
– -$476K -8,968 Closed
IAIM
963
International Assets Investment Management
Florida
– -$466K -8,792 Closed
CAAS
964
Capital Asset Advisory Services
Michigan
– -$385K -7,156 Closed
MC
965
Moors & Cabot
Massachusetts
– -$354K -6,681 Closed
VFA
966
Voya Financial Advisors
Connecticut
– -$332K -6,283 Closed
FHB
967
First Hawaiian Bank
Hawaii
– -$319K -6,012 Closed
HHRDM
968
H&H Retirement Design & Management
Nevada
– -$311K -5,650 Closed
GAA
969
Global Assets Advisory
Florida
– -$297K -5,601 Closed
WTB
970
Washington Trust Bank
Washington
– -$288K -5,437 Closed
GSEP
971
Golden State Equity Partners
California
– -$283K -5,333 Closed
SAM
972
Strategy Asset Managers
California
– -$219K -4,467 Closed
BTWM
973
Baker Tilly Wealth Management
Wisconsin
– -$232K -4,379 Closed
TRCT
974
Tower Research Capital (TRC)
New York
– -$92.7K -1,748 Closed
GI
975
Gradient Investments
Minnesota
– -$69.7K -1,315 Closed
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