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iShares MSCI EAFE Value ETF
EFV

Overview Fund Activity

618 hedge funds and large institutions have $13.1B invested in iShares MSCI EAFE Value ETF in 2021 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 303 increasing their positions, 156 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
618
Holders Change
+22
Holders Change %
+3.69%
% of All Funds
10.85%
Holding in Top 10
69
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.47%
% of All Funds
1.21%
New
62
Increased
303
Reduced
156
Closed
31
Calls
$1.51M
Puts
–
Net Calls
+$1.51M
Net Calls Change
+$1.51M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$132M
2
LPL Financial
LPL Financial
California
+$79.5M
3
AssetMark Inc
AssetMark Inc
California
+$68.4M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$48.3M
5
Ameriprise
Ameriprise
Minnesota
+$42.5M

Top Sellers

1
KFS
Kelly Financial Services
Massachusetts
-$39.6M
2
RIG
RiverFront Investment Group
Virginia
-$37.7M
3
AllianceBernstein
AllianceBernstein
Tennessee
-$34.2M
4
Franklin Resources
Franklin Resources
California
-$31.4M
5
EWA
Exencial Wealth Advisors
Oklahoma
-$25.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
GM
251
GeoWealth Management
Illinois
$2.54M -$45.2K -889 -2%
IWS
252
Insight Wealth Strategies
California
$2.53M +$535K +10,526 +27%
LFG
253
Larson Financial Group
Missouri
$2.53M -$108K -2,133 -4%
CF
254
Centaurus Financial
California
$2.53M +$130K +2,561 +5%
BAM
255
Belpointe Asset Management
Nevada
$2.52M +$481K +9,464 +24%
MHR
256
Matthew Hamilton Rosenberg
$2.49M +$2.41M +47,358 +2,927%
GCA
257
Greenwood Capital Associates
South Carolina
$2.49M -$4.5M -88,587 -64%
DY
258
Dowling & Yahnke
California
$2.44M -$2.29K -45 -0.1%
PPP
259
Private Portfolio Partners
New Jersey
$2.42M +$185K +3,639 +8%
OWA
260
Outlook Wealth Advisors
Texas
$2.4M -$2.26M -44,510 -49%
BTWM
261
Baker Tilly Wealth Management
Wisconsin
$2.33M +$326K +6,418 +16%
FAIM
262
Financial Advocates Investment Management
Washington
$2.3M +$511K +10,059 +29%
APA
263
American Portfolios Advisors
New York
$2.3M +$363K +7,144 +19%
MA
264
Mutual Advisors
Nebraska
$2.26M -$3.38M -66,454 -60%
CAPTRUST Financial Advisors
265
CAPTRUST Financial Advisors
North Carolina
$2.23M +$634K +12,476 +40%
CCMG
266
Clark Capital Management Group
Pennsylvania
$2.19M +$137K +2,703 +7%
CFO
267
Collective Family Office
Pennsylvania
$2.19M -$93.1K -1,831 -4%
WIA
268
World Investment Advisors
California
$2.17M -$323K -6,357 -13%
RFWA
269
RPg Family Wealth Advisory
Massachusetts
$2.15M -$2.19K -43 -0.1%
DI
270
Disciplined Investments
Oklahoma
$2.12M +$52.9K +1,041 +3%
ANTB
271
AMG National Trust Bank
Colorado
$2.11M +$270K +5,316 +15%
HIGP
272
Hill Investment Group Partners
Missouri
$2.11M +$591K +11,614 +39%
HSBC Holdings
273
HSBC Holdings
United Kingdom
$2.09M +$20.7K +407 +1%
LSAG
274
Lake Street Advisors Group
New Hampshire
$2.03M +$2.03M +39,864 New
GLA
275
Good Life Advisors
Pennsylvania
$2.03M +$2.03M +39,850 New
9 10
11
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