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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.

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

Top Sellers

1
SWM
1
Scissortail Wealth Management
Oklahoma
$5.16M
2
Ameriprise
2
Ameriprise
Minnesota
$213M
3
Jane Street
3
Jane Street
New York
$314K
4
SP
4
Symmetry Partners
Connecticut
$12.2M
5
Barrow, Hanley, Mewhinney & Strauss
5
Barrow, Hanley, Mewhinney & Strauss
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$3.11B 53,995,134 +28,835,144 +115%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.11B 19,209,588 +851,958 +5%
Jones Financial Companies
3
Jones Financial Companies
Missouri
$847M 14,649,688 +348,412 +2%
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$761M 13,232,972 +4,091,747 +45%
LPL Financial
5
LPL Financial
California
$735M 12,773,389 +6,101,266 +91%
US Bancorp
6
US Bancorp
Minnesota
$709M 12,321,761 +551,006 +5%
Envestnet Portfolio Solutions
7
Envestnet Portfolio Solutions
Illinois
$567M 9,855,811 +4,444,656 +82%
Morgan Stanley
8
Morgan Stanley
New York
$558M 9,693,730 +1,718,037 +22%
Bank of America
9
Bank of America
North Carolina
$478M 8,306,015 +2,708,014 +48%
Carson Wealth (CWM LLC)
10
Carson Wealth (CWM LLC)
Nebraska
$355M 6,177,993 +3,140,696 +103%
BlackRock
11
BlackRock
New York
$337M 5,857,215 +2,753,022 +89%
PAS
12
Park Avenue Securities
New York
$329M 5,710,211 +2,870,711 +101%
AOI
13
Auto-Owners Insurance
Michigan
$228M 3,963,000 – –
Ameriprise
14
Ameriprise
Minnesota
$213M 3,698,268 -3,760,981 -50%
PNC Financial Services Group
15
PNC Financial Services Group
Pennsylvania
$209M 3,637,844 -156,791 -4%
MML Investors Services
16
MML Investors Services
Massachusetts
$195M 3,396,292 +1,816,371 +115%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$169M 2,937,385 +1,689,921 +135%
UBS Group
18
UBS Group
Switzerland
$160M 2,782,200 +148,749 +6%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$159M 2,761,085 +1,312,214 +91%
M&T Bank
20
M&T Bank
New York
$150M 2,603,448 -92,075 -3%
AllianceBernstein
21
AllianceBernstein
Tennessee
$150M 2,601,200 +172,164 +7%
OIA
22
OneDigital Investment Advisors
Kansas
$149M 2,584,467 +1,265,161 +96%
Baird Financial Group
23
Baird Financial Group
Wisconsin
$144M 2,496,691 +225,051 +10%
RIG
24
RiverFront Investment Group
Virginia
$135M 2,355,110 +1,306,514 +125%
Wells Fargo
25
Wells Fargo
California
$129M 2,237,241 +38,820 +2%
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