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iShares MSCI EAFE Value ETF
EFV

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.

New
Increased
Maintained
Reduced
Closed

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)

Holders
1,010
Holders Change
+58
Holders Change %
+6.09%
% of All Funds
13.3%
Holding in Top 10
91
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.11%
% of All Funds
1.2%
New
143
Increased
485
Reduced
251
Closed
67
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$242M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$221M
3
AllianceBernstein
AllianceBernstein
Tennessee
+$174M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$84.1M
5
DWM
Dynasty Wealth Management
Florida
+$71.9M

Top Sellers

Rank Fund Capital Flow
1
Jones Financial Companies
Jones Financial Companies
Missouri
-$112M
2
MIS
Morningstar Investment Services
Illinois
-$43.2M
3
FTUS
Flow Traders U.S.
New York
-$25.5M
4
Prudential Financial
Prudential Financial
New Jersey
-$23.5M
5
EWA
EP Wealth Advisors
California
-$22M
Name Holding Trade Value Shares
Change 		Change in
Stake
RFA
951
Reyes Financial Architecture
California
$9.13K +$9.53K +174 New
POIA
952
Pin Oak Investment Advisors
Texas
$9K – – –
EWM
953
Evermay Wealth Management
Virginia
$8.34K – – –
NMG
954
New Millennium Group
Utah
$8.29K +$5.53K +101 +177%
VWM
955
Vermillion Wealth Management
Minnesota
$7.87K +$8.21K +150 New
PSFG
956
Park Square Financial Group
Georgia
$7.66K +$8K +146 New
LC
957
Luminist Capital
Michigan
$6.98K +$7.28K +133 New
DF
958
Dunhill Financial
United Kingdom
$6.87K +$110 +2 +2%
RIA
959
Realta Investment Advisors
Delaware
$6.85K +$110 +2 +2%
FG
960
Fairman Group
Pennsylvania
$6.74K +$55 +1 +0.8%
TC
961
Trust Company
Kansas
$6.72K – – –
MWA
962
Medallion Wealth Advisors
Connecticut
$6.09K +$6.35K +116 New
TRCT
963
Tower Research Capital (TRC)
New York
$5.67K +$5.92K +108 New
UB
964
UMB Bank
Missouri
$5.61K – – –
SRCM
965
Signature Resources Capital Management
California
$5.35K +$5.59K +102 New
CMP
966
Coston McIsaac & Partners
Maine
$5K – – –
DCM
967
Disciplina Capital Management
Tennessee
$4.94K +$55 +1 +1%
LIS
968
Legacy Investment Solutions
Idaho
$4.72K – – –
LWMI
969
Legacy Wealth Management (Idaho)
Idaho
$4.72K – – –
CJ
970
Caitlin John
Michigan
$4.57K – – –
CHC
971
City Holding Co
West Virginia
$4.41K – – –
SN
972
Sittner & Nelson
Oregon
$4.41K – – –
RF
973
Roxbury Financial
New Jersey
$4.32K +$4.27K +78 New
LWANC
974
Laurel Wealth Advisors (North Carolina)
North Carolina
$4.04K – – –
JHCP
975
Jackson Hole Capital Partners
Oklahoma
$3.78K – – –
37 38
39
40 41

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.