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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 %
OMC
76
Old Mission Capital
Illinois
$25.3M +$25.3M +477,099 New
HighTower Advisors
77
HighTower Advisors
Illinois
$25M -$14M -264,585 -36%
Mercer Global Advisors
78
Mercer Global Advisors
Colorado
$24.8M -$2.72M -51,226 -10%
Fifth Third Bancorp
79
Fifth Third Bancorp
Ohio
$24.2M -$2.26M -42,520 -9%
BAM
80
Brave Asset Management
New Jersey
$23.5M +$167K +3,140 +0.7%
Bank of Montreal
81
Bank of Montreal
Ontario, Canada
$21.6M +$12.6M +236,330 +139%
VU
82
Valence8 US
Massachusetts
$21.2M -$3.97M -74,790 -16%
EWA
83
Exencial Wealth Advisors
Oklahoma
$21.1M -$1.74M -32,796 -8%
WA
84
Waverly Advisors
Alabama
$20.8M +$8.04M +151,593 +63%
CAPTRUST Financial Advisors
85
CAPTRUST Financial Advisors
North Carolina
$20.7M -$692K -13,055 -3%
ACA
86
Affinity Capital Advisors
California
$18.5M +$656K +12,367 +4%
AI
87
Atria Investments
North Carolina
$18M -$8.05M -151,755 -31%
BF
88
BOK Financial
Oklahoma
$17.4M -$98.4K -1,856 -0.6%
CCA
89
Checchi Capital Advisers
California
$17M -$2.22M -41,940 -12%
Prudential Financial
90
Prudential Financial
New Jersey
$16.9M -$4.55M -85,743 -21%
BGAI
91
Bruce G. Allen Investments
Colorado
$16.2M +$186K +3,504 +1%
GT
92
Greenleaf Trust
Michigan
$15.4M +$116K +2,194 +0.8%
CIAS
93
CFS Investment Advisory Services
New Jersey
$15.2M +$15.2M +286,294 New
AWS
94
Atria Wealth Solutions
New York
$15M -$8.19M -154,467 -35%
SCM
95
SCS Capital Management
Massachusetts
$14.8M -$7.53M -142,057 -34%
FPAS
96
Focus Partners Advisor Solutions
Missouri
$14.8M -$454K -8,551 -3%
FA
97
Fountainhead AM
New Jersey
$14.7M -$6.08M -114,611 -29%
FWP
98
FAS Wealth Partners
Kansas
$14.7M -$1.36M -25,713 -8%
ECM
99
Elgethun Capital Management
South Dakota
$14.6M +$728K +13,719 +5%
PL
100
Plancorp LLC
Missouri
$14.5M +$31.6K +596 +0.2%
2 3
4
5 6