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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 %
PFA
176
Pettinga Financial Advisors
Indiana
$7.1M -$5.15M -97,003 -42%
Citigroup
177
Citigroup
New York
$7.06M +$519K +9,786 +8%
BRWA
178
B. Riley Wealth Advisors
Florida
$7.02M -$12.6M -237,883 -64%
CSPAM
179
Cary Street Partners Asset Management
Virginia
$6.92M +$911K +17,184 +15%
SW
180
Simplicity Wealth
New Jersey
$6.9M -$3.33M -62,773 -33%
OWA
181
One Wealth Advisors
California
$6.74M -$3.23M -60,920 -32%
WAP
182
Wealthcare Advisory Partners
Pennsylvania
$6.74M +$421K +7,937 +7%
SCA
183
STALEY CAPITAL ADVISERS
Pennsylvania
$6.71M – – –
BFG
184
Buttonwood Financial Group
Missouri
$6.7M -$60.2K -1,129 -0.9%
KFS
185
Kelly Financial Services
Massachusetts
$6.69M -$786K -14,828 -11%
KFG
186
Kingdom Financial Group
Arizona
$6.47M +$951K +17,937 +17%
FAT
187
First American Trust
California
$6.47M +$706K +13,320 +12%
SWP
188
Stratos Wealth Partners
Ohio
$6.45M +$439K +8,280 +7%
William Blair & Company
189
William Blair & Company
Illinois
$6.42M +$110K +2,080 +2%
CWS
190
Cypress Wealth Services
California
$6.4M -$2.14M -40,393 -25%
ICMP
191
Integrated Capital Management (Pennsylvania)
Pennsylvania
$6.37M +$145K +2,726 +2%
SPIA
192
Steward Partners Investment Advisory
New York
$6.34M -$1.94M -36,603 -23%
ACA
193
Atlas Capital Advisors
Wyoming
$6.32M -$153K -2,880 -2%
CA
194
CSM Advisors
Pennsylvania
$6.28M +$1.12M +21,125 +22%
PP
195
PrairieView Partners
Minnesota
$6.25M -$35K -660 -0.6%
KCM
196
Kathmere Capital Management
Pennsylvania
$6.24M -$119K -2,242 -2%
MAM
197
MMA Asset Management
Pennsylvania
$6.09M +$143K +2,702 +2%
SFS
198
Security Financial Services
Indiana
$5.94M -$3.4M -64,182 -36%
PWM
199
Perigon Wealth Management
California
$5.93M -$1.97M -37,061 -25%
AF
200
Allworth Financial
California
$5.88M +$28.5K +521 +0.5%
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