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iShares MSCI EAFE Value ETF
EFV

Overview Fund Activity

945 hedge funds and large institutions have $17.8B invested in iShares MSCI EAFE Value ETF in 2024 Q3 according to their latest regulatory filings, with 107 funds opening new positions, 415 increasing their positions, 262 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
945
Holders Change
+56
Holders Change %
+6.3%
% of All Funds
13.67%
Holding in Top 10
90
Holding in Top 10 Change
+37
Holding in Top 10 Change %
+69.81%
% of All Funds
1.3%
New
107
Increased
415
Reduced
262
Closed
41
Calls
$84.1M
Puts
–
Net Calls
+$84.1M
Net Calls Change
+$84.1M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$3.11B
2
LPL Financial
LPL Financial
California
$735M
3
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
$567M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$761M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$355M

Top Sellers

1
SWM
Scissortail Wealth Management
Oklahoma
$5.16M
2
Ameriprise
Ameriprise
Minnesota
$213M
3
Jane Street
Jane Street
New York
$314K
4
SP
Symmetry Partners
Connecticut
$12.2M
5
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BHWM
201
Bay Harbor Wealth Management
Maryland
$7.6M +$4.46M +77,511 +142%
1SB
202
1ST Source Bank
Indiana
$7.58M -$351K -6,098 -4%
CAM
203
Cobblestone Asset Management
Virginia
$7.57M +$4.62M +80,246 +157%
Citigroup
204
Citigroup
New York
$7.54M -$124K -2,147 -2%
EA
205
Efficient Advisors
Ohio
$7.52M -$493K -8,573 -6%
FFN
206
Focus Financial Network
Minnesota
$7.51M +$3.09M +53,771 +70%
SWP
207
ShoreHaven Wealth Partners
New Jersey
$7.35M +$2.63M +45,652 +56%
SCA
208
STALEY CAPITAL ADVISERS
Pennsylvania
$7.2M -$69K -1,200 -0.9%
CA
209
CSM Advisors
Pennsylvania
$7.02M +$202K +3,508 +3%
P
210
&Partners
Tennessee
$6.8M +$5.78M +98,915 +567%
EL
211
EQ LLC
Washington
$6.8M +$981K +17,060 +17%
William Blair & Company
212
William Blair & Company
Illinois
$6.79M -$172K -2,985 -2%
KCM
213
Kathmere Capital Management
Pennsylvania
$6.75M -$23.3K -405 -0.3%
NP
214
NorthRock Partners
Minnesota
$6.73M -$1.86M -32,308 -22%
ICMP
215
Integrated Capital Management (Pennsylvania)
Pennsylvania
$6.71M -$197K -3,429 -3%
HBS
216
Howard Bailey Securities
Indiana
$6.54M +$6.54M +113,748 New
SWM
217
SigFig Wealth Management
California
$6.54M +$3.66M +63,225 +127%
BTI
218
Blue Trust Inc
Georgia
$6.47M -$4.58M -86,440 -41%
PW
219
Peninsula Wealth
California
$6.46M -$1.09M -19,410 -14%
PP
220
PrairieView Partners
Minnesota
$6.43M -$356K -6,181 -5%
TVM
221
True Vision MN
Minnesota
$6.35M +$3.64M +63,345 +135%
ACA
222
Atlas Capital Advisors
Wyoming
$6.35M -$498K -8,664 -7%
SWM
223
Spire Wealth Management
Virginia
$6.33M +$283K +4,913 +5%
MFA
224
Mayflower Financial Advisors
Massachusetts
$6.3M +$3.77M +65,465 +148%
NSIM
225
North Star Investment Management
Illinois
$6.24M +$69.2K +1,203 +1%
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