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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
HCA
1001
Heck Capital Advisors
Wisconsin
$1.42K – – –
FDW
1002
Fourth Dimension Wealth
Ohio
$1.4K +$1.48K +27 New
GTAM
1003
Global Trust Asset Management
Florida
$1.31K – – –
SFC
1004
SYM Financial Corp
Indiana
$1.21K +$1.26K +23 New
JGIA
1005
Jackson Grant Investment Advisers
Connecticut
$1.12K – – –
NRWA
1006
North Ridge Wealth Advisors
Oregon
$892 +$931 +17 New
BSB
1007
Bangor Savings Bank
Maine
$840 -$27.4K -500 -97%
OFG
1008
Oxford Financial Group
Indiana
$682 – – –
FRA
1009
Front Row Advisors
California
$420 – – –
BTD
1010
BankPlus Trust Department
Mississippi
$315 +$329 +6 New
HI
1011
Hoey Investments
Pennsylvania
$53 – – –
FTUS
1012
Flow Traders U.S.
New York
– -$25.5M -443,326 Closed
STA
1013
Summit Trail Advisors
New York
– -$13.7M -238,243 Closed
COI
1014
Connable Office Inc
Michigan
– -$11.3M -196,728 Closed
AIA
1015
Alternative Investment Advisors
Florida
– -$9.1M -158,167 Closed
ATS
1016
Ashton Thomas Securities
New York
– -$5.64M -97,985 Closed
RWP
1017
RWA Wealth Partners
Massachusetts
– -$5.06M -88,021 Closed
AFP
1018
Alpha Financial Partners
Kentucky
– -$4.58M -79,644 Closed
Qube Research & Technologies (QRT)
1019
Qube Research & Technologies (QRT)
United Kingdom
– -$4.48M -77,892 Closed
SEM
1020
Strategic Equity Management
Arizona
– -$4.25M -73,838 Closed
MI
1021
Moneywise Inc
Virginia
– -$3M -52,072 Closed
CCM
1022
Causeway Capital Management
California
– -$1.29M -22,400 Closed
YIH
1023
Y-Intercept (HK)
Hong Kong
– -$1.11M -19,286 Closed
IWP
1024
Innova Wealth Partners
Pennsylvania
– -$880K -15,293 Closed
DAS
1025
Dynamic Advisor Solutions
Arizona
– -$673K -11,691 Closed
39 40
41
42 43

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.