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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 %
COI
1001
Connable Office Inc
Michigan
– -$11.3M -196,728 Closed
ATS
1002
Ashton Thomas Securities
New York
– -$5.64M -97,985 Closed
RWP
1003
RWA Wealth Partners
Massachusetts
– -$5.06M -88,021 Closed
AFP
1004
Alpha Financial Partners
Kentucky
– -$4.58M -79,644 Closed
Qube Research & Technologies (QRT)
1005
Qube Research & Technologies (QRT)
United Kingdom
– -$4.48M -77,892 Closed
SEM
1006
Strategic Equity Management
Arizona
– -$4.25M -73,838 Closed
MI
1007
Moneywise Inc
Virginia
– -$3M -52,072 Closed
CCM
1008
Causeway Capital Management
California
– -$1.29M -22,400 Closed
YIH
1009
Y-Intercept (HK)
Hong Kong
– -$1.11M -19,286 Closed
IWP
1010
Innova Wealth Partners
Pennsylvania
– -$880K -15,293 Closed
DAS
1011
Dynamic Advisor Solutions
Arizona
– -$673K -11,691 Closed
HF
1012
HRT Financial
New York
– -$552K -9,601 Closed
PIA
1013
Pinion Investment Advisors
Kansas
– -$481K -8,361 Closed
1IA
1014
1834 Investment Advisors
Wisconsin
– -$441K -7,664 Closed
FPGK
1015
Financial Partners Group (Kansas)
Kansas
– -$372K -6,465 Closed
GS
1016
GTS Securities
New York
– -$361K -6,269 Closed
Jane Street
1017
Jane Street
New York
– -$314K -5,460 Closed
CFS
1018
CRA Financial Services
New Jersey
– -$310K -5,387 Closed
Vontobel Holding
1019
Vontobel Holding
Switzerland
– -$306K -5,326 Closed
DWA
1020
Douglass Winthrop Advisors
New York
– -$299K -5,203 Closed
GC
1021
Gilbert & Cook
Iowa
– -$287K -4,982 Closed
MIM
1022
Macroview Investment Management
Maryland
– -$279K -4,851 Closed
VFPW
1023
Vantage Financial Partners (Wisconsin)
Wisconsin
– -$264K -4,582 Closed
TGAM
1024
TBH Global Asset Management
Tennessee
– -$261K -4,530 Closed
GT
1025
Glenview Trust
Kentucky
– -$254K -4,408 Closed
39 40
41
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