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

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$2B
2
Morgan Stanley
Morgan Stanley
New York
$512M
3
Osaic Holdings
Osaic Holdings
Arizona
$37.1M
4
LPL Financial
LPL Financial
California
$488M
5
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
$384M
Name Holding Trade Value Shares
Change 		Shares
Change %
I
126
INVST
Indiana
$12.9M -$5.81M -107,527 -31%
BCI
127
Brinker Capital Investments
Pennsylvania
$12.9M +$12.9M +236,767 New
OPS
128
Orion Portfolio Solutions
Nebraska
$12.9M +$12.9M +236,767 New
T
129
TNF
Montana
$12.8M -$596K -11,108 -4%
KTM
130
Keeler Thomas Management
Utah
$12.7M +$808K +14,840 +7%
PFA
131
Pettinga Financial Advisors
Indiana
$12.6M -$7.93M -145,830 -39%
SW
132
SteelPeak Wealth
California
$12.4M -$5.02M -92,260 -29%
NCM
133
Northwest Capital Management
Oregon
$12.2M +$23.7K +436 +0.2%
LRWA
134
Long Run Wealth Advisors
New York
$12.1M +$473K +8,698 +4%
AC
135
Apella Capital
Connecticut
$11.6M -$924K -16,918 -7%
MFG
136
Merit Financial Group
Georgia
$11.6M -$4.51M -82,615 -28%
CCWM
137
Cassaday & Co Wealth Management
Virginia
$11.6M -$93.6K -1,720 -0.8%
BTI
138
Blue Trust Inc
Georgia
$11.3M -$9.8M -180,176 -46%
LWA
139
Lineweaver Wealth Advisors
Ohio
$11.3M +$267K +4,901 +2%
CSPIA
140
Cary Street Partners Investment Advisory
Virginia
$11.2M +$3.73M +74,765 +50%
EL
141
EWA LLC
Pennsylvania
$11.1M +$11.1M +200,397 New
APP
142
Avantax Planning Partners
Iowa
$11M -$26.7K -490 -0.2%
MGIA
143
Moneta Group Investment Advisors
Missouri
$11M -$458K -8,426 -4%
COI
144
Connable Office Inc
Michigan
$10.7M +$3.65K +67 +0%
SW
145
Simplicity Wealth
New Jersey
$10.5M +$593K +10,908 +6%
WA
146
Wealth Alliance
New York
$10.4M -$3.92M -71,995 -27%
KV
147
Kickstand Ventures
New York
$10.3M +$5.85M +107,520 +130%
KFSC
148
Keystone Financial Services (Colorado)
Colorado
$10.3M -$3.3M -60,728 -24%
OWA
149
One Wealth Advisors
California
$10.2M -$3.19M -58,658 -24%
CAM
150
Crestone Asset Management
Colorado
$10.1M -$2.61M -48,006 -21%
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