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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 %
PCS
1026
Personal CFO Solutions
New Jersey
– -$251K -4,359 Closed
SB
1027
Simmons Bank
Arkansas
– -$238K -4,143 Closed
FA
1028
FSA Advisors
Michigan
– -$211K -3,971 Closed
IAS
1029
Insigneo Advisory Services
Florida
– -$226K -3,921 Closed
MA
1030
MKT Advisors
California
– -$223K -3,906 Closed
LFS
1031
Lutz Financial Services
Nebraska
– -$218K -3,785 Closed
OWP
1032
Obermeyer Wealth Partners
Colorado
– -$216K -3,761 Closed
CCM
1033
Ciovacco Capital Management
Georgia
– -$216K -3,747 Closed
FNBT
1034
FineMark National Bank & Trust
Florida
– -$214K -3,721 Closed
OFA
1035
Oak Family Advisors
Illinois
– -$214K -3,716 Closed
QCM
1036
Quantinno Capital Management
New York
– -$213K -3,701 Closed
MGW
1037
MB Generational Wealth
Washington
– -$211K -3,668 Closed
OWMIAS
1038
One Wealth Management Investment & Advisory Services
Florida
– -$209K -3,633 Closed
KAM
1039
Kraft Asset Management
Tennessee
– -$204K -3,550 Closed
RWM
1040
Ritholtz Wealth Management
New York
– -$203K -3,528 Closed
LFA
1041
Legacy Financial Advisors
Kentucky
– -$203K -3,524 Closed
TFCP
1042
Twin Focus Capital Partners
Massachusetts
– -$201K -3,500 Closed
KCM
1043
KM Capital Management
Texas
– -$201K -3,490 Closed
PCA
1044
Providence Capital Advisors
North Carolina
– -$160K -2,774 Closed
HT
1045
Headlands Technologies
Illinois
– -$63.9K -1,111 Closed
FDCP
1046
Foster Dykema Cabot & Partners
Massachusetts
– -$60.6K -1,054 Closed
AWA
1047
Authentikos Wealth Advisory
California
– -$51.8K -901 Closed
HGERS
1048
Householder Group Estate & Retirement Specialist
Arizona
– -$43K -751 Closed
GEA
1049
Glen Eagle Advisors
New Jersey
– -$43.1K -750 Closed
CPA
1050
Clear Point Advisors
New York
– -$29.5K -513 Closed
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