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iShares MSCI EAFE Value ETF
EFV

Overview Fund Activity

885 hedge funds and large institutions have $14.9B invested in iShares MSCI EAFE Value ETF in 2024 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 242 increasing their positions, 447 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
885
Holders Change
-1
Holders Change %
-0.11%
% of All Funds
12.83%
Holding in Top 10
82
Holding in Top 10 Change
-23
Holding in Top 10 Change %
-21.9%
% of All Funds
1.19%
New
74
Increased
242
Reduced
447
Closed
58
Calls
$81.8M
Puts
–
Net Calls
+$81.8M
Net Calls Change
+$81.8M

Top Buyers

1
Jane Street
1
Jane Street
New York
$539M
2
Ameriprise
2
Ameriprise
Minnesota
$443M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$962M
4
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$273M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$112M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$2B
2
Morgan Stanley
2
Morgan Stanley
New York
$512M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$37.1M
4
LPL Financial
4
LPL Financial
California
$488M
5
Envestnet Portfolio Solutions
5
Envestnet Portfolio Solutions
Illinois
$384M
Name Holding Trade Value Shares
Change 		Shares
Change %
VU
76
Valence8 US
Massachusetts
$25.8M +$2.84M +52,247 +12%
KAS
77
Kestra Advisory Services
Texas
$25.5M +$2.41M +44,296 +10%
TA
78
Townsend & Associates
Colorado
$25.4M +$334K +6,202 +1%
BAM
79
Brave Asset Management
New Jersey
$23.9M +$796K +14,641 +3%
AWS
80
Atria Wealth Solutions
New York
$23.8M -$8.37M -153,874 -26%
EWA
81
Exencial Wealth Advisors
Oklahoma
$23.5M -$667K -12,268 -3%
SCM
82
SCS Capital Management
Massachusetts
$22.9M -$2.16M -39,679 -9%
IWA
83
Icon Wealth Advisors
Texas
$22.6M -$6.47M -118,912 -22%
Prudential Financial
84
Prudential Financial
New Jersey
$22M -$5.75M -105,669 -21%
SHJ
85
Sharkey, Howes & Javer
Colorado
$22M -$893K -16,421 -4%
CAPTRUST Financial Advisors
86
CAPTRUST Financial Advisors
North Carolina
$21.9M -$20.1M -370,142 -48%
FA
87
Fountainhead AM
New Jersey
$21.4M +$9.38M +172,475 +78%
APW
88
Austin Private Wealth
Texas
$21.1M -$7.45M -137,131 -26%
CA
89
Cetera Advisors
Colorado
$21.1M -$113K -2,084 -0.5%
Citadel Advisors
90
Citadel Advisors
Florida
$20M +$20M +366,942 New
CCA
91
Checchi Capital Advisers
California
$19.7M -$13K -239 -0.1%
AWMS
92
Advocacy Wealth Management Services
Georgia
$19.3M -$9.32M -171,364 -33%
Susquehanna International Group
93
Susquehanna International Group
Pennsylvania
$18.5M +$18.5M +339,601 New
ACA
94
Affinity Capital Advisors
California
$18.3M +$2.84M +52,241 +18%
CW
95
CreativeOne Wealth
Kansas
$18.2M +$542K +9,967 +3%
BRWA
96
B. Riley Wealth Advisors
Florida
$18.1M +$5.62M +114,937 +45%
BF
97
BOK Financial
Oklahoma
$17.8M -$812K -15,021 -4%
CSWG
98
Cardinal Strategic Wealth Guidance
Kentucky
$17.3M +$9.25K +170 +0.1%
SWC
99
Spectrum Wealth Counsel
Indiana
$16.9M +$161K +2,966 +1%
CFA
100
Cahill Financial Advisors
Minnesota
$16.9M +$946K +17,383 +6%
2 3
4
5 6