EFV icon

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 %
SHIM
151
Stone House Investment Management
Pennsylvania
$8.72M -$4.69M -88,438 -35%
SWC
152
Spectrum Wealth Counsel
Indiana
$8.71M -$7.76M -146,326 -47%
RFA
153
RTD Financial Advisors
Pennsylvania
$8.59M -$199K -3,760 -2%
TC
154
TownSquare Capital
Utah
$8.23M +$257K +4,848 +3%
VCA
155
Verdence Capital Advisors
Maryland
$8.17M +$3.13K +59 +0%
MW
156
Maia Wealth
Colorado
$8.15M +$8.15M +148,541 New
BCI
157
Brinker Capital Investments
Pennsylvania
$8.09M -$4.47M -84,207 -36%
OPS
158
Orion Portfolio Solutions
Nebraska
$8.09M -$4.47M -84,207 -36%
OP
159
ORG Partners
Indiana
$8.02M +$8.02M +150,467 New
NP
160
NorthRock Partners
Minnesota
$7.92M -$5.97M -112,553 -43%
EL
161
EWA LLC
Pennsylvania
$7.83M -$3.14M -57,445 -29%
T
162
TNF
Montana
$7.8M -$5.12M -94,190 -40%
SW
163
SteelPeak Wealth
California
$7.77M -$4.36M -82,235 -36%
NEWAS
164
N.E.W. Advisory Services
Wisconsin
$7.63M +$116K +2,189 +2%
MFG
165
Merit Financial Group
Georgia
$7.61M -$3.68M -69,319 -33%
Northern Trust
166
Northern Trust
Illinois
$7.54M +$122K +2,306 +2%
FFWA
167
Forthright Family Wealth Advisory
Texas
$7.42M -$198K -3,736 -3%
PW
168
Peninsula Wealth
California
$7.4M +$4M +72,392 +118%
VHAM
169
Van Hulzen Asset Management
California
$7.4M -$1.18M -22,195 -14%
EA
170
Efficient Advisors
Ohio
$7.39M -$1.51M -28,450 -17%
1SB
171
1ST Source Bank
Indiana
$7.31M -$69K -1,301 -0.9%
BW
172
BIP Wealth
Georgia
$7.17M +$52.6K +991 +0.7%
WA
173
Wealth Alliance
New York
$7.17M -$2.93M -55,297 -29%
KOC
174
Koss-Olinger Consulting
Florida
$7.16M +$7.16M +134,897 New
PWPS
175
Pinnacle Wealth Planning Services
Ohio
$7.15M +$289K +5,442 +4%
5 6
7
8 9