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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.

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

Top Sellers

1
SWM
Scissortail Wealth Management
Oklahoma
$5.16M
2
Ameriprise
Ameriprise
Minnesota
$213M
3
Jane Street
Jane Street
New York
$314K
4
SP
Symmetry Partners
Connecticut
$12.2M
5
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HWM
126
HighMark Wealth Management
Minnesota
$14.7M -$434K -7,545 -3%
KFS
127
Kelly Financial Services
Massachusetts
$14.5M +$7.19M +124,999 +99%
AI
128
Accredited Investors
Minnesota
$14.4M -$453K -7,869 -3%
Corient Private Wealth
129
Corient Private Wealth
Florida
$14.3M -$838K -14,562 -6%
KTM
130
Keeler Thomas Management
Utah
$14.2M +$317K +5,516 +2%
CSPIA
131
Cary Street Partners Investment Advisory
Virginia
$14.2M +$1.15M +21,476 +9%
SCM
132
SCS Capital Management
Massachusetts
$14M -$2.06M -35,776 -13%
BRWA
133
B. Riley Wealth Advisors
Florida
$13.8M +$6.29M +111,040 +84%
STA
134
Summit Trail Advisors
New York
$13.7M – – –
PWM
135
Perigon Wealth Management
California
$13.5M +$7.02M +122,067 +109%
KPWS
136
Kestra Private Wealth Services
Texas
$13.3M +$3.14M +54,431 +31%
SP
137
Stonebrook Private
Michigan
$13.3M +$281K +4,876 +2%
IWM
138
IHT Wealth Management
Illinois
$13.1M +$11.4M +197,777 +650%
NCM
139
Northwest Capital Management
Oregon
$13.1M +$2.77M +48,072 +27%
LRWA
140
Long Run Wealth Advisors
New York
$12.9M +$203K +3,520 +2%
MAM
141
MMA Asset Management
Pennsylvania
$12.9M +$6.6M +120,628 +105%
EL
142
EWA LLC
Pennsylvania
$12.6M +$4.94M +91,921 +64%
LWA
143
Lineweaver Wealth Advisors
Ohio
$12.6M +$424K +7,363 +3%
FLA
144
Financial Life Advisors
Texas
$12.5M +$347K +6,032 +3%
PFG
145
PAX Financial Group
Texas
$12.4M +$7.7M +133,826 +164%
OAP
146
One Advisory Partners
Kansas
$12.3M +$7.83M +136,068 +174%
MW
147
Maia Wealth
Colorado
$12.3M +$4.04M +72,886 +49%
SPIA
148
Steward Partners Investment Advisory
New York
$12.2M +$5.37M +93,375 +78%
SP
149
Symmetry Partners
Connecticut
$12.2M -$51M -887,247 -81%
Rockefeller Capital Management
150
Rockefeller Capital Management
New York
$11.9M -$18.5M -321,880 -61%
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