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iShares MSCI EAFE Value ETF
EFV

Overview Fund Activity

890 hedge funds and large institutions have $12.3B invested in iShares MSCI EAFE Value ETF in 2024 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 250 increasing their positions, 449 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
890
Holders Change
+4
Holders Change %
+0.45%
% of All Funds
12.94%
Holding in Top 10
53
Holding in Top 10 Change
-29
Holding in Top 10 Change %
-35.37%
% of All Funds
0.77%
New
80
Increased
250
Reduced
449
Closed
64
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EWA
EP Wealth Advisors
California
+$57.4M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$36.1M
3
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
+$34M
4
LFG
Larson Financial Group
Missouri
+$30.5M
5
SP
Symmetry Partners
Connecticut
+$29.8M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$617M
2
Jane Street
Jane Street
New York
-$439M
3
GA
GFS Advisors
Texas
-$125M
4
LPL Financial
LPL Financial
California
-$121M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$105M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWMS
101
Advocacy Wealth Management Services
Georgia
$14.2M -$4.64M -87,545 -25%
APW
102
Austin Private Wealth
Texas
$14.2M -$6.41M -120,792 -31%
IWA
103
Icon Wealth Advisors
Texas
$14.2M -$8.78M -159,125 -38%
WAM
104
Wakefield Asset Management
Colorado
$14.1M +$34.4K +649 +0.2%
Wealth Enhancement Advisory Services
105
Wealth Enhancement Advisory Services
Minnesota
$14M +$56.2K +1,060 +0.4%
HWM
106
HighMark Wealth Management
Minnesota
$14M -$522K -9,844 -4%
Corient Private Wealth
107
Corient Private Wealth
Florida
$13.9M -$631K -11,906 -4%
AWA
108
Arete Wealth Advisors
Illinois
$13.8M +$1.11M +20,906 +9%
AI
109
Accredited Investors
Minnesota
$13.7M -$442K -8,330 -3%
KTM
110
Keeler Thomas Management
Utah
$12.8M +$463K +8,729 +4%
STA
111
Summit Trail Advisors
New York
$12.6M +$30.3K +571 +0.2%
AAS
112
Avantax Advisory Services
Texas
$12.2M -$3.13M -59,046 -20%
CSWG
113
Cardinal Strategic Wealth Guidance
Kentucky
$12M -$4.81M -90,713 -29%
SP
114
Stonebrook Private
Michigan
$12M -$2.56M -48,231 -18%
CSPIA
115
Cary Street Partners Investment Advisory
Virginia
$11.9M +$919K +18,755 +8%
FTUS
116
Flow Traders U.S.
New York
$11.8M +$11.8M +221,706 New
LRWA
117
Long Run Wealth Advisors
New York
$11.7M -$40.9K -772 -0.3%
Focus Partners Wealth
118
Focus Partners Wealth
Massachusetts
$11.6M +$7.03M +132,507 +153%
SB
119
Strategic Blueprint
Georgia
$11.6M -$4.75M -89,581 -29%
KWM
120
Keebeck Wealth Management
Illinois
$11.5M -$1.48M -27,857 -11%
BTI
121
Blue Trust Inc
Georgia
$11.3M +$10K +184 +0.1%
FLA
122
Financial Life Advisors
Texas
$11.2M -$1.5M -28,339 -12%
CCWM
123
Cassaday & Co Wealth Management
Virginia
$11.2M -$101K -1,908 -0.9%
LWA
124
Lineweaver Wealth Advisors
Ohio
$11.2M +$173K +3,262 +2%
SHJ
125
Sharkey, Howes & Javer
Colorado
$11.1M -$10.3M -194,709 -48%
3 4
5
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