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iShares MSCI EAFE Value ETF
EFV

Overview Fund Activity

997 hedge funds and large institutions have $19.3B invested in iShares MSCI EAFE Value ETF in 2024 Q4 according to their latest regulatory filings, with 138 funds opening new positions, 480 increasing their positions, 250 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
997
Holders Change
+52
Holders Change %
+5.5%
% of All Funds
13.28%
Holding in Top 10
89
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.11%
% of All Funds
1.19%
New
138
Increased
480
Reduced
250
Closed
66
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Koshinski Asset Management
Koshinski Asset Management
Illinois
$1.54B
2
LPL Financial
LPL Financial
California
$902M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$3.04B
4
AllianceBernstein
AllianceBernstein
Tennessee
$303M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$1.09B

Top Sellers

1
Jones Financial Companies
Jones Financial Companies
Missouri
$661M
2
MIS
Morningstar Investment Services
Illinois
$6.56M
3
FTUS
Flow Traders U.S.
New York
$0
4
Prudential Financial
Prudential Financial
New Jersey
$6.08M
5
EWA
EP Wealth Advisors
California
$29.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWM
126
IHT Wealth Management
Illinois
$15.4M +$3.45M +65,672 +29%
PAG
127
Private Advisor Group
New Jersey
$15.1M +$1.39M +26,578 +10%
SFS
128
Security Financial Services
Indiana
$14.7M +$63.8K +1,215 +0.4%
PWM
129
Perigon Wealth Management
California
$14.3M +$1.95M +36,728 +16%
WA
130
Wealth Alliance
New York
$14.2M -$888K -16,927 -6%
KFSC
131
Keystone Financial Services (Colorado)
Colorado
$14.2M +$332K +6,322 +2%
FWP
132
FAS Wealth Partners
Kansas
$14.1M -$74.7K -1,423 -0.5%
WAM
133
Wakefield Asset Management
Colorado
$14.1M +$198K +3,776 +1%
KWM
134
Keebeck Wealth Management
Illinois
$13.6M -$250K -4,760 -2%
HWM
135
HighMark Wealth Management
Minnesota
$13.4M -$65.8K -1,254 -0.5%
AI
136
Accredited Investors
Minnesota
$13.3M +$177K +3,377 +1%
MW
137
Maia Wealth
Colorado
$13.3M +$1.14M +20,714 +9%
KFS
138
Kelly Financial Services
Massachusetts
$13.3M +$98.7K +1,880 +0.7%
Corient Private Wealth
139
Corient Private Wealth
Florida
$13M +$4.62K +88 +0%
LRWA
140
Long Run Wealth Advisors
New York
$12.9M +$1.09M +20,733 +9%
SPIA
141
Steward Partners Investment Advisory
New York
$12.6M +$1.43M +27,224 +13%
VOYA Investment Management
142
VOYA Investment Management
Georgia
$12.6M +$3.66M +69,805 +41%
PFG
143
PAX Financial Group
Texas
$12.5M +$1.19M +22,593 +10%
LWA
144
Lineweaver Wealth Advisors
Ohio
$12.3M +$807K +15,388 +7%
SCM
145
SCS Capital Management
Massachusetts
$12.1M -$667K -12,703 -5%
FLA
146
Financial Life Advisors
Texas
$11.5M +$44.1K +841 +0.4%
OAP
147
One Advisory Partners
Kansas
$11.4M +$164K +3,126 +1%
CWS
148
Cypress Wealth Services
California
$11.4M +$2.14M +40,723 +23%
KIM
149
Kestra Investment Management
Texas
$11.3M +$1.61M +30,594 +17%
SXL
150
Summit X LLC
Missouri
$11.3M +$7.25M +138,243 +179%
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