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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.

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

Top Sellers

1
Jones Financial Companies
Jones Financial Companies
Missouri
$661M
2
MIS
Morningstar Investment Services
Illinois
$6.56M
3
FTUS
Flow Traders U.S.
New York
$0
4
Prudential Financial
Prudential Financial
New Jersey
$6.08M
5
EWA
EP Wealth Advisors
California
$29.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCA
976
Bray Capital Advisors
Florida
$2.36K – – –
AWM
977
AllSquare Wealth Management
New York
$2.36K – – –
BFS
978
Burkett Financial Services
South Carolina
$2.18K – – –
ME
979
McIlrath & Eck
Washington
$2.1K -$15.2K -289 -88%
NS
980
NBC Securities
Alabama
$1.93K -$1.83M -34,247 -100%
MBFW
981
Morton Brown Family Wealth
Pennsylvania
$1.89K – – –
PFA
982
Pillar Financial Advisors
Kentucky
$1.84K +$1.84K +35 New
CTA
983
Colonial Trust Advisors
South Carolina
$1.84K +$1.84K +35 New
CTB
984
Country Trust Bank
Illinois
$1.57K – – –
M
985
MOTCO
Texas
$1.52K – – –
SL
986
Salomon & Ludwin
Virginia
$1.52K +$1.52K +29 New
FIA
987
FPC Investment Advisory
California
$1.48K – – –
HCA
988
Heck Capital Advisors
Wisconsin
$1.42K – – –
FDW
989
Fourth Dimension Wealth
Ohio
$1.4K +$1.4K +27 New
GTAM
990
Global Trust Asset Management
Florida
$1.31K – – –
SFC
991
SYM Financial Corp
Indiana
$1.21K +$1.21K +23 New
JGIA
992
Jackson Grant Investment Advisers
Connecticut
$1.12K – – –
NRWA
993
North Ridge Wealth Advisors
Oregon
$892 +$892 +17 New
BSB
994
Bangor Savings Bank
Maine
$840 -$26.3K -500 -97%
OFG
995
Oxford Financial Group
Indiana
$682 – – –
FRA
996
Front Row Advisors
California
$420 – – –
BTD
997
BankPlus Trust Department
Mississippi
$315 +$315 +6 New
HI
998
Hoey Investments
Pennsylvania
$53 – – –
FTUS
999
Flow Traders U.S.
New York
– -$25.5M -443,326 Closed
STA
1000
Summit Trail Advisors
New York
– -$13.7M -238,243 Closed
38 39
40
41 42