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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 %
TC
151
TownSquare Capital
Utah
$11.8M +$2.92M +50,786 +33%
TWM
152
TSA Wealth Management
Texas
$11.5M +$5.55M +96,472 +93%
COI
153
Connable Office Inc
Michigan
$11.3M +$67.5K +1,174 +0.6%
BCM
154
Brookstone Capital Management
Illinois
$11.2M +$6.86M +119,268 +157%
AC
155
Apella Capital
Connecticut
$10.9M -$445K -7,813 -4%
CFGS
156
Concourse Financial Group Securities
Alabama
$10.9M +$6.09M +105,835 +126%
QC
157
Quent Capital
New York
$10.7M -$90.9K -1,580 -0.8%
KIM
158
Kestra Investment Management
Texas
$10.7M -$20.2M -351,632 -65%
WPW
159
Watershed Private Wealth
Illinois
$10.6M +$6.22M +108,046 +142%
FHA
160
First Horizon Advisors
Tennessee
$10.5M +$5.32M +92,545 +103%
PCG
161
Prosperity Consulting Group
Maryland
$10.5M +$743K +12,909 +8%
ABC
162
Associated Banc-Corp
Wisconsin
$10.4M +$38.9K +677 +0.4%
CL
163
Choreo LLC
Illinois
$10.4M -$113K -1,985 -1%
JIC
164
Johnson Investment Counsel
Ohio
$10.3M +$711K +12,354 +7%
TF
165
Trek Financial
Arizona
$10.2M +$6.31M +109,744 +160%
CWS
166
Cypress Wealth Services
California
$10.1M +$3.18M +55,362 +46%
Comerica Bank
167
Comerica Bank
Texas
$9.97M +$456K +7,934 +5%
Creative Planning
168
Creative Planning
Kansas
$9.84M -$232K -4,026 -2%
VOYA Investment Management
169
VOYA Investment Management
Georgia
$9.78M -$588K -10,229 -6%
VCA
170
Verdence Capital Advisors
Maryland
$9.74M +$873K +15,172 +10%
Bank of Montreal
171
Bank of Montreal
Ontario, Canada
$9.72M -$13.8M -237,910 -59%
RIA
172
Regal Investment Advisors
Michigan
$9.64M +$6.44M +111,891 +201%
SCA
173
Snowden Capital Advisors
New York
$9.57M +$5.14M +89,356 +116%
BFPW
174
BOK Financial Private Wealth
Colorado
$9.52M -$152K -2,637 -2%
MGIA
175
Moneta Group Investment Advisors
Missouri
$9.43M -$1.15M -20,010 -11%
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