iShares MSCI EAFE Value ETF
952 hedge funds and large institutions have $17.9B invested in iShares MSCI EAFE Value ETF in 2024 Q3 according to their latest regulatory filings, with 107 funds opening new positions, 418 increasing their positions, 264 reducing their positions, and 42 closing their positions.
155% more first-time investments, than exits
New positions opened: 107 | Existing positions closed: 42
70% more funds holding in top 10
Funds holding in top 10: 53 → 90 (+37)
58% more repeat investments, than reductions
Existing positions increased: 418 | Existing positions reduced: 264
45% more capital invested
Capital invested by funds: $12.3B → $17.9B (+$5.5B)
6% more funds holding
Funds holding: 896 → 952 (+56)
5.91% more ownership
Funds ownership: 84.29% → 90.2% (+5.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.59B |
| 2 |
LPL Financial
San Diego,
California
|
+$337M |
| 3 |
Envestnet Portfolio Solutions
Chicago,
Illinois
|
+$245M |
| 4 |
JP Morgan Chase
New York
|
+$226M |
| 5 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$173M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$208M |
| 2 |
Jane Street
New York
|
-$89.7M |
| 3 |
SP
Symmetry Partners
Glastonbury,
Connecticut
|
-$49M |
| 4 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
-$34M |
| 5 |
JFGIW
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
-$30.4M |
EFV Hedge Fund Activity: Q3 2024 in Review
952 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE Value ETF (EFV) for Q3 2024, worth a combined $17.9B — up 45% from $12.3B a quarter earlier.
Buyers outnumbered sellers: 107 funds opened new EFV positions and 42 closed out — a net gain of 65 holders — while 418 added to existing stakes and 264 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $1.59B. The largest seller was Ameriprise, cutting an estimated $208M.
- 952 institutional investors held iShares MSCI EAFE Value ETF (EFV) as of Q3 2024, up from 896 in Q2 2024.
- Funds reported $17.9B of iShares MSCI EAFE Value ETF stock for Q3 2024, up 45% quarter-over-quarter.
- 107 funds opened new iShares MSCI EAFE Value ETF positions in Q3 2024 and 42 closed out, a net change of +65 holders.
- The largest iShares MSCI EAFE Value ETF buyer in Q3 2024 was Envestnet Asset Management, an estimated $1.59B added.
- The largest iShares MSCI EAFE Value ETF seller in Q3 2024 was Ameriprise, an estimated $208M sold.
Based on aggregated 13F filings for Q3 2024.