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iShares MSCI EAFE Value ETF
EFV

Overview Fund Activity

945 hedge funds and large institutions have $17.8B invested in iShares MSCI EAFE Value ETF in 2024 Q3 according to their latest regulatory filings, with 107 funds opening new positions, 415 increasing their positions, 262 reducing their positions, and 41 closing their positions.

Holders
945
Holders Change
+56
Holders Change %
+6.3%
% of All Funds
13.67%
Holding in Top 10
90
Holding in Top 10 Change
+37
Holding in Top 10 Change %
+69.81%
% of All Funds
1.3%
New
107
Increased
415
Reduced
262
Closed
41
Calls
$84.1M
Puts
–
Net Calls
+$84.1M
Net Calls Change
+$84.1M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$3.11B
2
LPL Financial
2
LPL Financial
California
$735M
3
Envestnet Portfolio Solutions
3
Envestnet Portfolio Solutions
Illinois
$567M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$761M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$355M

Top Sellers

1
SWM
1
Scissortail Wealth Management
Oklahoma
$5.16M
2
Ameriprise
2
Ameriprise
Minnesota
$213M
3
Jane Street
3
Jane Street
New York
$314K
4
SP
4
Symmetry Partners
Connecticut
$12.2M
5
Barrow, Hanley, Mewhinney & Strauss
5
Barrow, Hanley, Mewhinney & Strauss
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CCA
101
Checchi Capital Advisers
California
$17.8M -$627K -10,896 -3%
SWC
102
Spectrum Wealth Counsel
Indiana
$17.8M +$8.36M +145,324 +88%
OPS
103
Orion Portfolio Solutions
Nebraska
$17.7M +$8.93M +155,245 +102%
BCI
104
Brinker Capital Investments
Pennsylvania
$17.7M +$8.93M +155,245 +102%
CSWG
105
Cardinal Strategic Wealth Guidance
Kentucky
$17.6M +$4.59M +79,716 +35%
BGAI
106
Bruce G. Allen Investments
Colorado
$17.6M +$18.8K +326 +0.1%
I
107
INVST
Indiana
$17.4M +$7.62M +132,446 +78%
SWM
108
Shakespeare Wealth Management
Wisconsin
$17.3M +$17.3M +301,200 New
SA
109
Scarborough Advisors
Maryland
$17.2M +$17.2M +299,057 New
FA
110
Fountainhead AM
New Jersey
$16.8M +$840K +14,605 +5%
GT
111
Greenleaf Trust
Michigan
$16.7M -$71.2K -1,238 -0.4%
WA
112
Wealth Alliance
New York
$16.6M +$8.8M +152,906 +113%
OWA
113
One Wealth Advisors
California
$16.3M +$8.94M +155,442 +122%
ECM
114
Elgethun Capital Management
South Dakota
$16.2M +$378K +6,563 +2%
PWA
115
Physician Wealth Advisors
Utah
$16.1M +$10.2M +182,387 +175%
AWA
116
Arete Wealth Advisors
Illinois
$16.1M +$1.07M +18,687 +7%
SFS
117
Security Financial Services
Indiana
$16M +$9.57M +166,308 +149%
PL
118
Plancorp LLC
Missouri
$15.8M +$98.8K +1,717 +0.6%
Wealth Enhancement Advisory Services
119
Wealth Enhancement Advisory Services
Minnesota
$15.7M +$511K +8,885 +3%
FWP
120
FAS Wealth Partners
Kansas
$15.6M -$352K -6,124 -2%
FPAS
121
Focus Partners Advisor Solutions
Missouri
$15.5M -$605K -10,516 -4%
KWM
122
Keebeck Wealth Management
Illinois
$15.2M +$2.78M +48,259 +22%
KFSC
123
Keystone Financial Services (Colorado)
Colorado
$15.2M +$8.89M +154,468 +141%
WAM
124
Wakefield Asset Management
Colorado
$15.2M -$49.7K -864 -0.3%
PAG
125
Private Advisor Group
New Jersey
$15M +$4.44M +77,102 +42%
3 4
5
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