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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
1
Jane Street
New York
$539M
2
Ameriprise
2
Ameriprise
Minnesota
$443M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$962M
4
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$273M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$112M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$2B
2
Morgan Stanley
2
Morgan Stanley
New York
$512M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$37.1M
4
LPL Financial
4
LPL Financial
California
$488M
5
Envestnet Portfolio Solutions
5
Envestnet Portfolio Solutions
Illinois
$384M
Name Holding Trade Value Shares
Change 		Shares
Change %
QC
151
Quent Capital
New York
$10M +$338K +6,221 +3%
ABC
152
Associated Banc-Corp
Wisconsin
$9.96M +$190K +3,491 +2%
Comerica Bank
153
Comerica Bank
Texas
$9.91M -$96.9K -1,782 -1%
CL
154
Choreo LLC
Illinois
$9.68M -$9.52K -175 -0.1%
Creative Planning
155
Creative Planning
Kansas
$9.65M +$70.9K +1,303 +0.7%
SFS
156
Security Financial Services
Indiana
$9.58M -$2.55M -46,849 -21%
BFPW
157
BOK Financial Private Wealth
Colorado
$9.35M -$619K -11,381 -6%
PCG
158
Prosperity Consulting Group
Maryland
$9.27M +$7.01M +128,814 +310%
Bank of Montreal
159
Bank of Montreal
Ontario, Canada
$9.23M -$185K -3,396 -2%
EA
160
Efficient Advisors
Ohio
$9.13M -$643K -11,811 -7%
KPWS
161
Kestra Private Wealth Services
Texas
$9.06M +$248K +4,557 +3%
RFA
162
RTD Financial Advisors
Pennsylvania
$9.02M +$72.7K +1,337 +0.8%
MAM
163
McLean Asset Management
Virginia
$8.84M -$436K -7,981 -5%
VHAM
164
Van Hulzen Asset Management
California
$8.79M +$15.8K +290 +0.2%
CWS
165
Cypress Wealth Services
California
$8.76M -$2.13M -39,086 -20%
SCA
166
Snowden Capital Advisors
New York
$8.75M +$988K +18,161 +13%
PAG
167
Private Advisor Group
New Jersey
$8.73M -$1.34M -24,695 -13%
GH
168
Geisinger Health
Pennsylvania
$8.7M -$5.25M -96,500 -38%
MGWM
169
Marks Group Wealth Management
Minnesota
$8.7M +$371K +6,829 +4%
PWA
170
Physician Wealth Advisors
Utah
$8.64M -$3.22M -61,433 -27%
TWM
171
TSA Wealth Management
Texas
$8.52M -$3.56M -65,488 -29%
SWM
172
Spire Wealth Management
Virginia
$8.51M -$1.18M -21,675 -12%
SPIA
173
Steward Partners Investment Advisory
New York
$8.49M -$2.11M -38,833 -20%
AR
174
Apeiron RIA
Texas
$8.49M -$1.2M -22,033 -12%
RA
175
RFG Advisory
Alabama
$8.38M -$2.54M -46,693 -23%
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