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iShares MSCI EAFE Value ETF
EFV

Overview Fund Activity

997 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 138 funds opening new positions, 480 increasing their positions, 250 reducing their positions, and 66 closing their positions.

Holders
997
Holders Change
+52
Holders Change %
+5.5%
% of All Funds
13.28%
Holding in Top 10
89
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.11%
% of All Funds
1.19%
New
138
Increased
480
Reduced
250
Closed
66
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$1.54B
2
LPL Financial
2
LPL Financial
California
$902M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$3.04B
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$303M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$1.09B

Top Sellers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$661M
2
MIS
2
Morningstar Investment Services
Illinois
$6.56M
3
FTUS
3
Flow Traders U.S.
New York
$0
4
Prudential Financial
4
Prudential Financial
New Jersey
$6.08M
5
EWA
5
EP Wealth Advisors
California
$29.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
TA
76
Townsend & Associates
Colorado
$25.6M +$7.91K +146 +0%
KAS
77
Kestra Advisory Services
Texas
$24.6M +$1.75M +33,432 +8%
BAM
78
Brave Asset Management
New Jersey
$24.4M +$201K +3,832 +0.8%
AAS
79
Avantax Advisory Services
Texas
$24.2M +$2.19M +41,647 +10%
SFA
80
Sequoia Financial Advisors
Ohio
$23.4M +$22.9M +435,768 +4,690%
SHJ
81
Sharkey, Howes & Javer
Colorado
$23.3M +$1.54M +29,356 +7%
IA
82
Integrity Alliance
Iowa
$22.6M +$22.6M +431,667 New
PLFA
83
Pacific Life Fund Advisors
California
$22.6M +$19.2M +365,248 +565%
Mercer Global Advisors
84
Mercer Global Advisors
Colorado
$21.9M -$281K -5,354 -1%
VU
85
Valence8 US
Massachusetts
$21.2M +$266K +5,062 +1%
HFA
86
High Falls Advisors
New York
$21.2M +$1.62M +30,885 +8%
MFG
87
Merit Financial Group
Georgia
$20.7M +$12.6M +239,390 +154%
IWC
88
Integrated Wealth Concepts
Massachusetts
$20.7M -$15M -286,433 -42%
FFA
89
Farther Finance Advisors
California
$20.6M +$3.22M +61,325 +18%
MPW
90
MA Private Wealth
California
$20.6M +$426K +8,123 +2%
EWA
91
Exencial Wealth Advisors
Oklahoma
$20.2M -$133K -2,531 -0.7%
Fifth Third Bancorp
92
Fifth Third Bancorp
Ohio
$20.1M -$1.72M -32,826 -8%
KPWS
93
Kestra Private Wealth Services
Texas
$19.9M +$7.8M +148,736 +64%
HGWM
94
Horst & Graben Wealth Management
Oregon
$19.9M +$1.34M +25,460 +7%
WWG
95
West Wealth Group
California
$19.8M +$1.73M +32,996 +10%
FPAS
96
Focus Partners Advisor Solutions
Missouri
$19.6M +$5.5M +104,727 +39%
SW
97
SteelPeak Wealth
California
$19.3M -$1.4M -26,656 -7%
CSP
98
Cary Street Partners
Virginia
$19.1M +$19.1M +381,821 New
SB
99
Strategic Blueprint
Georgia
$19.1M +$1.44M +27,461 +8%
MC
100
McMorgan & Co
California
$19M -$5.91M -112,643 -24%
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