Ameritas Advisory Services LLC Increases Holdings in iShares MSCI EAFE Value ETF

On January 22, 2025, it was reported that Ameritas Advisory Services LLC has significantly increased its investment in the iShares MSCI EAFE Value ETF (BATS:EFV). During the fourth quarter of 2024, the firm raised its stake by 44.8%, now holding 15,879 shares. They purchased an additional 4,916 shares during this period, bringing their total holdings to a substantial value of $833,000.

This move is part of a broader trend among institutional investors, as several hedge funds have also adjusted their positions in the iShares MSCI EAFE Value ETF recently. For instance, LPL Financial LLC raised its investment by 91.4% in the third quarter, acquiring 6,101,266 shares to own a total of 12,773,389 shares valued at $734,853,000. Furthermore, JPMorgan Chase & Co. increased its stake by 44.8% in the same quarter, now holding 13,232,972 shares worth approximately $761,293,000 after purchasing an additional 4,091,747 shares.

Other institutions also made notable adjustments. CWM LLC boosted its investment by 103.4%, now owning 6,177,993 shares after acquiring 3,140,696 shares. Similarly, Park Avenue Securities LLC increased its holdings by 101.1%, owning 5,710,211 shares after purchasing an additional 2,870,711 shares. Lastly, MML Investors Services LLC raised its position by 115.0%, acquiring 1,816,371 shares to reach a total of 3,396,292 shares valued at $195,389,000.

Current Performance of iShares MSCI EAFE Value ETF

As of the latest trading session, shares of the iShares MSCI EAFE Value ETF were priced at $54.22. The ETF has experienced a 3.7% increase recently. Over the past fifty days, its simple moving average is $53.42, with a two-hundred-day moving average at $54.78. The ETF has reached a 12-month low of $49.15 and a high of $59.57, showcasing a market capitalization of $16.87 billion and a price-to-earnings ratio of 10.89. Notably, it has a beta of 0.70, indicating a lower volatility compared to the broader market.

About iShares MSCI EAFE Value ETF

The iShares MSCI EAFE Value ETF aims to provide investment results that reflect the performance of the MSCI EAFE Value Index, which focuses on sustainability and growth firms that are undervalued in various regions, including Europe, Australia, and the Far East.

This growing interest from institutional investors indicates a positive outlook on the iShares MSCI EAFE Value ETF as they leverage opportunities for growth in international markets.

Ameritas, ETF, Investment