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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 %
KFSC
201
Keystone Financial Services (Colorado)
Colorado
$5.82M -$4.26M -80,383 -42%
CFO
202
Callan Family Office
Pennsylvania
$5.79M -$810K -15,265 -12%
GT
203
Glenmede Trust
Pennsylvania
$5.78M +$121K +2,282 +2%
PWA
204
Physician Wealth Advisors
Utah
$5.73M -$3.37M -61,134 -37%
NSIM
205
North Star Investment Management
Illinois
$5.69M +$69K +1,300 +1%
NC
206
Napatree Capital
Rhode Island
$5.6M +$347K +6,550 +7%
SWM
207
Spire Wealth Management
Virginia
$5.57M -$2.72M -51,299 -33%
TWM
208
TSA Wealth Management
Texas
$5.5M -$2.81M -52,893 -34%
EL
209
EQ LLC
Washington
$5.36M -$152K -2,874 -3%
Principal Financial Group
210
Principal Financial Group
Iowa
$5.32M -$691K -13,028 -11%
RA
211
RFG Advisory
Alabama
$5.3M -$2.87M -54,068 -35%
FMTCOCP
212
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$5.25M +$35K +659 +0.7%
AR
213
Apeiron RIA
Texas
$5.18M -$3.09M -58,328 -37%
GRP
214
Global Retirement Partners
California
$5.18M +$299K +5,646 +6%
C1AG
215
Client 1st Advisory Group
Florida
$5.1M -$55.8K -1,052 -1%
WFPG
216
Waller Financial Planning Group
Ohio
$5.05M -$170K -3,206 -3%
SFA
217
Seneca Financial Advisors
New York
$4.98M +$291K +5,478 +6%
NWM
218
Northwest Wealth Management
Iowa
$4.94M -$95.6K -1,802 -2%
MA
219
MONECO Advisors
Connecticut
$4.9M +$67.1K +1,265 +1%
Millennium Management
220
Millennium Management
New York
$4.82M +$1.73M +32,711 +56%
DWT
221
Dorsey & Whitney Trust
South Dakota
$4.81M – – –
FHA
222
First Horizon Advisors
Tennessee
$4.77M -$1.25M -23,523 -21%
MWM
223
Merriman Wealth Management
Washington
$4.77M -$47.9K -903 -1%
SHF
224
Stage Harbor Financial
Massachusetts
$4.75M -$32.8K -618 -0.7%
ASN
225
Advisory Services Network
Georgia
$4.72M -$1.65M -31,180 -26%
7 8
9
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