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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 %
AFAS
276
Acorn Financial Advisory Services
Virginia
$1.97M -$240K -4,730 -11%
Brown Advisory
277
Brown Advisory
Maryland
$1.92M -$10.2K -200 -0.5%
BFEC
278
Benjamin F. Edwards & Company
Missouri
$1.89M +$268K +5,262 +16%
UA
279
Unison Advisors
District of Columbia
$1.87M -$135K -2,652 -7%
WPWM
280
Windward Private Wealth Management
Kansas
$1.84M -$9.15K -180 -0.5%
BO
281
BRR OpCo
Ohio
$1.83M -$336K -6,603 -15%
P
282
Pitcairn
Pennsylvania
$1.82M +$50.9K +1,001 +3%
NHC
283
Nicholas Hoffman & Company
Georgia
$1.82M – – –
TPWA
284
TRUE Private Wealth Advisors
Oregon
$1.82M -$160K -3,156 -8%
DHFB
285
Dixon Hubard Feinour & Brown
Virginia
$1.81M +$26.1K +514 +1%
MGI
286
MayTech Global Investments
New York
$1.78M – – –
LA
287
Latitude Advisors
Florida
$1.78M +$937K +18,419 +111%
LF
288
Lantz Financial
Illinois
$1.77M +$503K +9,901 +40%
SFS
289
Sowell Financial Services
Arkansas
$1.71M -$94.9K -1,867 -5%
IA
290
IFG Advisory
Georgia
$1.68M +$69.1K +1,359 +4%
AIM
291
Alhambra Investment Management
Florida
$1.68M +$178K +3,494 +12%
IF
292
Intrua Financial
Texas
$1.67M +$274K +5,275 +20%
CWM
293
CCG Wealth Management
California
$1.65M +$1.65M +32,343 New
PCG
294
Private Capital Group
Connecticut
$1.64M +$99.2K +1,950 +6%
CAG
295
Csenge Advisory Group
Florida
$1.63M +$217K +4,256 +15%
VFA
296
Voya Financial Advisors
Connecticut
$1.63M +$42K +821 +3%
IAN
297
Integrated Advisors Network
Texas
$1.63M +$174K +3,428 +12%
TC
298
TownSquare Capital
Utah
$1.61M +$74.5K +1,466 +5%
NCM
299
Neumann Capital Management
California
$1.6M – – –
LNC
300
Lincoln National Corp
Pennsylvania
$1.58M +$289K +5,694 +22%
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