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iShares MSCI EAFE Value ETF
EFV

Overview Fund Activity

885 hedge funds and large institutions have $14.9B invested in iShares MSCI EAFE Value ETF in 2024 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 242 increasing their positions, 447 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
885
Holders Change
-1
Holders Change %
-0.11%
% of All Funds
12.83%
Holding in Top 10
82
Holding in Top 10 Change
-23
Holding in Top 10 Change %
-21.9%
% of All Funds
1.19%
New
74
Increased
242
Reduced
447
Closed
58
Calls
$81.8M
Puts
–
Net Calls
+$81.8M
Net Calls Change
+$81.8M

Top Buyers

1
Jane Street
1
Jane Street
New York
$539M
2
Ameriprise
2
Ameriprise
Minnesota
$443M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$962M
4
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$273M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$112M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$2B
2
Morgan Stanley
2
Morgan Stanley
New York
$512M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$37.1M
4
LPL Financial
4
LPL Financial
California
$488M
5
Envestnet Portfolio Solutions
5
Envestnet Portfolio Solutions
Illinois
$384M
Name Holding Trade Value Shares
Change 		Shares
Change %
SB
101
Strategic Blueprint
Georgia
$16.7M -$1.3M -23,911 -7%
BGAI
102
Bruce G. Allen Investments
Colorado
$16.5M -$40.1K -737 -0.2%
FWP
103
FAS Wealth Partners
Kansas
$16.5M -$333K -6,119 -2%
HFA
104
High Falls Advisors
New York
$16.3M -$4.21M -77,453 -21%
AAS
105
Avantax Advisory Services
Texas
$15.8M -$3.63M -66,708 -19%
GT
106
Greenleaf Trust
Michigan
$15.7M -$290K -5,330 -2%
FPAS
107
Focus Partners Advisor Solutions
Missouri
$15.7M +$8.85M +162,772 +130%
WWG
108
West Wealth Group
California
$15.2M -$4.51M -82,884 -23%
SP
109
Stonebrook Private
Michigan
$14.9M +$1.46M +26,783 +11%
Corient Private Wealth
110
Corient Private Wealth
Florida
$14.9M -$2.07M -37,961 -12%
HWM
111
HighMark Wealth Management
Minnesota
$14.9M -$927K -17,034 -6%
PL
112
Plancorp LLC
Missouri
$14.8M +$91.8K +1,687 +0.6%
AI
113
Accredited Investors
Minnesota
$14.5M -$1.22M -22,486 -8%
HGWM
114
Horst & Graben Wealth Management
Oregon
$14.4M -$6.32M -116,213 -30%
WAM
115
Wakefield Asset Management
Colorado
$14.4M -$134K -2,461 -0.9%
Wealth Enhancement Advisory Services
116
Wealth Enhancement Advisory Services
Minnesota
$14.3M +$537K +9,868 +4%
NP
117
NorthRock Partners
Minnesota
$14.2M -$2.31M -42,497 -14%
ECM
118
Elgethun Capital Management
South Dakota
$14.1M +$264K +4,871 +2%
SHIM
119
Stone House Investment Management
Pennsylvania
$13.8M -$311K -5,723 -2%
FFA
120
Farther Finance Advisors
California
$13.7M +$710K +13,140 +5%
KWM
121
Keebeck Wealth Management
Illinois
$13.3M -$966K -17,758 -7%
WA
122
Waverly Advisors
Alabama
$13.1M +$11.1M +204,747 +576%
FLA
123
Financial Life Advisors
Texas
$13.1M -$171K -3,151 -1%
AWA
124
Arete Wealth Advisors
Illinois
$13M -$222K -4,081 -2%
STA
125
Summit Trail Advisors
New York
$12.9M – – –
3 4
5
6 7