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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
1
Jane Street
New York
$539M
2
Ameriprise
2
Ameriprise
Minnesota
$443M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$962M
4
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$273M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$112M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$2B
2
Morgan Stanley
2
Morgan Stanley
New York
$512M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$37.1M
4
LPL Financial
4
LPL Financial
California
$488M
5
Envestnet Portfolio Solutions
5
Envestnet Portfolio Solutions
Illinois
$384M
Name Holding Trade Value Shares
Change 		Shares
Change %
Citigroup
201
Citigroup
New York
$6.71M -$37.4K -688 -0.6%
SL
202
Sentinus LLC
Illinois
$6.64M +$6.64M +122,032 New
ACA
203
Atlas Capital Advisors
Wyoming
$6.63M +$989K +18,178 +18%
ASN
204
Advisory Services Network
Georgia
$6.53M -$1.41M -25,995 -18%
KCM
205
Kathmere Capital Management
Pennsylvania
$6.53M -$129K -2,365 -2%
WAP
206
Wealthcare Advisory Partners
Pennsylvania
$6.48M +$367K +6,753 +6%
William Blair & Company
207
William Blair & Company
Illinois
$6.47M +$152K +2,803 +2%
PP
208
PrairieView Partners
Minnesota
$6.45M -$18.8K -346 -0.3%
ICMP
209
Integrated Capital Management (Pennsylvania)
Pennsylvania
$6.38M -$33.5K -615 -0.5%
TF
210
Trek Financial
Arizona
$6.34M -$3.02M -55,555 -32%
BCM
211
Brookstone Capital Management
Illinois
$6.34M -$3.8M -69,783 -37%
FHA
212
First Horizon Advisors
Tennessee
$6.17M -$1.12M -20,516 -15%
CSPAM
213
Cary Street Partners Asset Management
Virginia
$6.17M -$4.68M -85,975 -43%
SWP
214
Stratos Wealth Partners
Ohio
$6.17M +$4.18M +76,915 +211%
MCCA
215
Mill Creek Capital Advisors
Pennsylvania
$6.17M -$65K -1,195 -1%
Principal Financial Group
216
Principal Financial Group
Iowa
$6.16M -$223K -4,105 -3%
MAM
217
MMA Asset Management
Pennsylvania
$6.16M +$1.77M +32,295 +40%
WWA
218
WCG Wealth Advisors
Nevada
$6.09M +$4.07M +74,877 +202%
BSWA
219
Bromfield Sneider Wealth Advisors
Massachusetts
$5.97M -$2.18K -40 -0%
FAT
220
First American Trust
California
$5.91M +$821K +15,084 +16%
WPW
221
Watershed Private Wealth
Illinois
$5.87M +$5.32M +97,886 +974%
CG
222
Clifford Group
Massachusetts
$5.83M +$367K +6,752 +7%
AF
223
Allworth Financial
California
$5.83M +$3.89M +71,518 +201%
GT
224
Glenmede Trust
Pennsylvania
$5.8M -$489K -8,981 -8%
NSIM
225
North Star Investment Management
Illinois
$5.77M +$361K +6,629 +7%
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