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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 %
FFA
126
Farther Finance Advisors
California
$11M -$2.6M -48,737 -19%
APP
127
Avantax Planning Partners
Iowa
$10.8M +$73.1K +1,379 +0.7%
AC
128
Apella Capital
Connecticut
$10.7M -$711K -13,229 -6%
COI
129
Connable Office Inc
Michigan
$10.4M -$105K -1,988 -1%
WWG
130
West Wealth Group
California
$10.1M -$4.71M -88,812 -32%
QC
131
Quent Capital
New York
$9.92M +$145K +2,732 +1%
HGWM
132
Horst & Graben Wealth Management
Oregon
$9.89M -$4.17M -78,676 -30%
CL
133
Choreo LLC
Illinois
$9.82M +$339K +6,350 +4%
MGIA
134
Moneta Group Investment Advisors
Missouri
$9.76M -$997K -18,802 -9%
PAG
135
Private Advisor Group
New Jersey
$9.72M +$1.22M +22,917 +14%
ABC
136
Associated Banc-Corp
Wisconsin
$9.59M -$129K -2,440 -1%
VOYA Investment Management
137
VOYA Investment Management
Georgia
$9.56M +$1.52M +28,586 +19%
NCM
138
Northwest Capital Management
Oregon
$9.5M -$2.43M -45,908 -20%
KPWS
139
Kestra Private Wealth Services
Texas
$9.38M +$546K +10,299 +6%
Creative Planning
140
Creative Planning
Kansas
$9.29M -$120K -2,262 -1%
I
141
INVST
Indiana
$9.08M -$3.67M -68,868 -29%
HFA
142
High Falls Advisors
New York
$9.05M -$6.87M -129,590 -43%
PCG
143
Prosperity Consulting Group
Maryland
$8.96M -$79.2K -1,494 -0.9%
CW
144
CreativeOne Wealth
Kansas
$8.94M -$8.78M -165,488 -50%
BFPW
145
BOK Financial Private Wealth
Colorado
$8.92M -$200K -3,765 -2%
AIA
146
Alternative Investment Advisors
Florida
$8.85M +$732K +13,804 +9%
JIC
147
Johnson Investment Counsel
Ohio
$8.84M +$669K +12,615 +8%
MAM
148
McLean Asset Management
Virginia
$8.81M -$9.26K -170 -0.1%
Comerica Bank
149
Comerica Bank
Texas
$8.77M -$894K -16,854 -9%
CFA
150
Cahill Financial Advisors
Minnesota
$8.72M -$7.75M -146,100 -47%
4 5
6
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