iShares MSCI EAFE Value ETF
896 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 81 funds opening new positions, 253 increasing their positions, 451 reducing their positions, and 64 closing their positions.
27% more first-time investments, than exits
New positions opened: 81 | Existing positions closed: 64
1% more funds holding
Funds holding: 890 → 896 (+6)
2.05% less ownership
Funds ownership: 86.34% → 84.29% (-2.1%)
17% less capital invested
Capital invested by funds: $14.9B → $12.3B (-$2.59B)
35% less funds holding in top 10
Funds holding in top 10: 82 → 53 (-29)
44% less repeat investments, than reductions
Existing positions increased: 253 | Existing positions reduced: 451
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EWA
EP Wealth Advisors
Torrance,
California
|
+$58.8M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$36.9M |
| 3 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
+$34.8M |
| 4 |
LFG
Larson Financial Group
St Louis,
Missouri
|
+$31.3M |
| 5 |
SP
Symmetry Partners
Glastonbury,
Connecticut
|
+$30.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$632M |
| 2 |
Jane Street
New York
|
-$450M |
| 3 |
LPL Financial
San Diego,
California
|
-$124M |
| 4 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$107M |
| 5 |
Envestnet Portfolio Solutions
Chicago,
Illinois
|
-$89.2M |
EFV Hedge Fund Activity: Q2 2024 in Review
896 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE Value ETF (EFV) for Q2 2024, worth a combined $12.3B — down 17% from $14.9B a quarter earlier.
Buyers outnumbered sellers: 81 funds opened new EFV positions and 64 closed out — a net gain of 17 holders — while 253 added to existing stakes and 451 trimmed.
The largest buyer was EP Wealth Advisors, adding an estimated $58.8M. The largest seller was Envestnet Asset Management, cutting an estimated $632M.
- 896 institutional investors held iShares MSCI EAFE Value ETF (EFV) as of Q2 2024, up from 890 in Q1 2024.
- Funds reported $12.3B of iShares MSCI EAFE Value ETF stock for Q2 2024, down 17% quarter-over-quarter.
- 81 funds opened new iShares MSCI EAFE Value ETF positions in Q2 2024 and 64 closed out, a net change of +17 holders.
- The largest iShares MSCI EAFE Value ETF buyer in Q2 2024 was EP Wealth Advisors, an estimated $58.8M added.
- The largest iShares MSCI EAFE Value ETF seller in Q2 2024 was Envestnet Asset Management, an estimated $632M sold.
Based on aggregated 13F filings for Q2 2024.