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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
IWP
976
IAG Wealth Partners
Wisconsin
$3.52K +$3.67K +67 New
WWM
977
Wolff Wiese Magana
California
$3.46K -$15.4K -281 -81%
CSC
978
Caldwell Sutter Capital
California
$3.41K – – –
CB
979
Community Bank
New York
$3.25K +$3.4K +62 New
TCG
980
Transcendent Capital Group
Oklahoma
$3.2K -$18.7K -342 -85%
HWA
981
HHM Wealth Advisors
Tennessee
$3.15K +$3.29K +60 New
MFA
982
McClarren Financial Advisors
Pennsylvania
$3K +$3.23K +59 New
MWM
983
Mascoma Wealth Management
New Hampshire
$2.73K – – –
1IA
984
1620 Investment Advisors
Massachusetts
$2.62K – – –
MFC
985
Morris Financial Concepts
South Carolina
$2.62K – – –
HC
986
Hoese & Co
Minnesota
$2.52K – – –
DFA
987
DHJJ Financial Advisors
Illinois
$2.47K – – –
BC
988
Barrett & Company
Rhode Island
$2.47K – – –
AWM
989
AllSquare Wealth Management
New York
$2.36K – – –
BCA
990
Bray Capital Advisors
Florida
$2.36K – – –
BFS
991
Burkett Financial Services
South Carolina
$2.18K – – –
ME
992
McIlrath & Eck
Washington
$2.1K -$15.8K -289 -88%
NS
993
NBC Securities
Alabama
$1.93K -$1.88M -34,247 -100%
MBFW
994
Morton Brown Family Wealth
Pennsylvania
$1.89K – – –
PFA
995
Pillar Financial Advisors
Kentucky
$1.84K +$1.92K +35 New
CTA
996
Colonial Trust Advisors
South Carolina
$1.84K +$1.92K +35 New
CTB
997
Country Trust Bank
Illinois
$1.57K – – –
M
998
MOTCO
Texas
$1.52K – – –
SL
999
Salomon & Ludwin
Virginia
$1.52K +$1.59K +29 New
FIA
1000
FPC Investment Advisory
California
$1.48K – – –
38 39
40
41 42

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.