EFV icon

iShares MSCI EAFE Value ETF
EFV

Overview Fund Activity

997 hedge funds and large institutions have $19.3B invested in iShares MSCI EAFE Value ETF in 2024 Q4 according to their latest regulatory filings, with 138 funds opening new positions, 480 increasing their positions, 250 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
997
Holders Change
+52
Holders Change %
+5.5%
% of All Funds
13.28%
Holding in Top 10
89
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.11%
% of All Funds
1.19%
New
138
Increased
480
Reduced
250
Closed
66
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Koshinski Asset Management
Koshinski Asset Management
Illinois
$1.54B
2
LPL Financial
LPL Financial
California
$902M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$3.04B
4
AllianceBernstein
AllianceBernstein
Tennessee
$303M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$1.09B

Top Sellers

1
Jones Financial Companies
Jones Financial Companies
Missouri
$661M
2
MIS
Morningstar Investment Services
Illinois
$6.56M
3
FTUS
Flow Traders U.S.
New York
$0
4
Prudential Financial
Prudential Financial
New Jersey
$6.08M
5
EWA
EP Wealth Advisors
California
$29.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWPS
201
Pinnacle Wealth Planning Services
Ohio
$7.53M +$350K +6,679 +5%
BRWA
202
B. Riley Wealth Advisors
Florida
$7.51M -$5.26M -100,247 -41%
SWP
203
ShoreHaven Wealth Partners
New Jersey
$7.45M +$744K +14,181 +11%
TWP
204
Triad Wealth Partners
Kansas
$7.4M +$4.42M +84,262 +148%
WWA
205
WCG Wealth Advisors
Nevada
$7.4M +$255K +4,860 +4%
SA
206
Sovran Advisors
California
$7.38M +$7.38M +141,189 New
ASN
207
Advisory Services Network
Georgia
$7.28M +$2.61M +49,829 +56%
Northern Trust
208
Northern Trust
Illinois
$7.24M -$12.1K -231 -0.2%
RA
209
RFG Advisory
Alabama
$7.22M -$191K -3,643 -3%
GIS
210
Grayhawk Investment Strategies
Alberta, Canada
$7.16M – – –
SWM
211
SigFig Wealth Management
California
$7.03M +$1.11M +21,213 +19%
AR
212
Apeiron RIA
Texas
$7.01M -$390K -7,439 -5%
KOC
213
Koss-Olinger Consulting
Florida
$6.94M -$8.97K -171 -0.1%
WAP
214
Wealthcare Advisory Partners
Pennsylvania
$6.91M -$278K -5,291 -4%
Citigroup
215
Citigroup
New York
$6.8M -$70K -1,335 -1%
EL
216
EQ LLC
Washington
$6.78M +$586K +11,164 +9%
CA
217
CSM Advisors
Pennsylvania
$6.7M +$300K +5,719 +5%
EA
218
Efficient Advisors
Ohio
$6.67M -$189K -3,610 -3%
AF
219
Allworth Financial
California
$6.62M +$1.43M +26,507 +27%
SCA
220
STALEY CAPITAL ADVISERS
Pennsylvania
$6.57M +$3.94K +75 +0.1%
MIS
221
Morningstar Investment Services
Illinois
$6.56M -$41.4M -788,757 -86%
PW
222
Peninsula Wealth
California
$6.48M +$473K +9,007 +8%
KFG
223
Kingdom Financial Group
Arizona
$6.43M +$6.43M +122,533 New
1SB
224
1ST Source Bank
Indiana
$6.35M -$559K -10,658 -8%
HBS
225
Howard Bailey Securities
Indiana
$6.31M +$345K +6,584 +6%
7 8
9
10 11