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

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$2B
2
Morgan Stanley
Morgan Stanley
New York
$512M
3
Osaic Holdings
Osaic Holdings
Arizona
$37.1M
4
LPL Financial
LPL Financial
California
$488M
5
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
$384M
Name Holding Trade Value Shares
Change 		Shares
Change %
VCA
176
Verdence Capital Advisors
Maryland
$8.38M +$738K +13,566 +10%
JIC
177
Johnson Investment Counsel
Ohio
$8.38M +$1.03M +18,859 +14%
AIA
178
Alternative Investment Advisors
Florida
$8.28M +$310K +5,736 +4%
VOYA Investment Management
179
VOYA Investment Management
Georgia
$8.24M +$1.32M +24,223 +19%
TC
180
TownSquare Capital
Utah
$8.18M -$267K -4,899 -3%
PWM
181
Perigon Wealth Management
California
$8.1M -$1.02M -18,720 -11%
DAM
182
Derbend Asset Management
Georgia
$7.9M -$932K -17,131 -11%
FFWA
183
Forthright Family Wealth Advisory
Texas
$7.81M +$467K +8,581 +6%
OAP
184
One Advisory Partners
Kansas
$7.75M -$3.2M -58,787 -29%
NEWAS
185
N.E.W. Advisory Services
Wisconsin
$7.7M +$40.6K +746 +0.5%
KFS
186
Kelly Financial Services
Massachusetts
$7.67M -$6.49M -119,279 -46%
Northern Trust
187
Northern Trust
Illinois
$7.61M +$192K +3,523 +3%
1SB
188
1ST Source Bank
Indiana
$7.57M -$7.03M -129,163 -48%
SXL
189
Summit X LLC
Missouri
$7.44M -$2.83M -52,082 -28%
GIS
190
Grayhawk Investment Strategies
Alberta, Canada
$7.42M +$1.31M +24,050 +21%
CWM
191
Certus Wealth Management
California
$7.37M +$777K +14,231 +12%
BW
192
BIP Wealth
Georgia
$7.3M +$326K +5,991 +5%
CFGS
193
Concourse Financial Group Securities
Alabama
$7.27M -$2.7M -49,722 -27%
PFG
194
PAX Financial Group
Texas
$7.21M -$4.26M -78,312 -37%
Tudor Investment Corp
195
Tudor Investment Corp
Connecticut
$7.07M +$7.07M +129,894 New
PWPS
196
Pinnacle Wealth Planning Services
Ohio
$7.03M +$318K +5,845 +5%
EF
197
Empowered Funds
Pennsylvania
$7M +$7M +128,628 New
BFG
198
Buttonwood Financial Group
Missouri
$6.9M -$5.82M -107,066 -46%
SCA
199
STALEY CAPITAL ADVISERS
Pennsylvania
$6.88M – – –
CFO
200
Callan Family Office
Pennsylvania
$6.77M +$564K +10,367 +9%
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