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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 %
SP
151
Symmetry Partners
Connecticut
$11.3M +$179K +3,412 +2%
KG
152
Kilter Group
New York
$11.2M +$11.2M +213,263 New
CFGS
153
Concourse Financial Group Securities
Alabama
$11.2M +$957K +17,809 +9%
Rockefeller Capital Management
154
Rockefeller Capital Management
New York
$11M +$207K +3,945 +2%
NCM
155
Northwest Capital Management
Oregon
$11M -$937K -17,852 -8%
AssetMark Inc
156
AssetMark Inc
California
$11M +$5.45M +103,814 +98%
KTM
157
Keeler Thomas Management
Utah
$11M -$1.96M -37,395 -15%
SL
158
Sentinus LLC
Illinois
$10.8M +$10.4M +198,201 +2,926%
WPW
159
Watershed Private Wealth
Illinois
$10.7M +$1.05M +20,092 +11%
TWM
160
TSA Wealth Management
Texas
$10.5M -$44.3K -844 -0.4%
TC
161
TownSquare Capital
Utah
$10.4M -$357K -6,802 -3%
MAM
162
MMA Asset Management
Pennsylvania
$10.4M -$1.91M -36,370 -15%
TF
163
Trek Financial
Arizona
$10.3M +$981K +18,703 +10%
QC
164
Quent Capital
New York
$10.2M +$471K +8,985 +5%
JIC
165
Johnson Investment Counsel
Ohio
$10.1M +$683K +13,011 +7%
PCG
166
Prosperity Consulting Group
Maryland
$9.76M +$216K +4,119 +2%
Cerity Partners
167
Cerity Partners
New York
$9.74M +$5.37M +102,314 +123%
P
168
&Partners
Tennessee
$9.71M +$3.59M +68,339 +59%
BCM
169
Brookstone Capital Management
Illinois
$9.67M -$566K -10,779 -6%
Comerica Bank
170
Comerica Bank
Texas
$9.62M +$531K +10,129 +6%
ABC
171
Associated Banc-Corp
Wisconsin
$9.58M +$59.9K +1,142 +0.6%
VCA
172
Verdence Capital Advisors
Maryland
$9.49M +$606K +11,546 +7%
CL
173
Choreo LLC
Illinois
$9.47M -$89.5K -1,706 -0.9%
ACA
174
Aptus Capital Advisors
Alabama
$9.44M +$8.25M +157,317 +698%
SL
175
SWMG LLC
Texas
$9.4M +$927K +17,243 +11%
5 6
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