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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 %
VAS
301
Vestmark Advisory Solutions
Massachusetts
$1.58M +$235K +4,620 +17%
UCFA
302
United Capital Financial Advisors
Texas
$1.55M +$511K +10,045 +49%
WCM
303
Windham Capital Management
Massachusetts
$1.55M +$1.55M +30,470 New
Comerica Bank
304
Comerica Bank
Texas
$1.51M +$125K +2,385 +9%
BWCS
305
Beirne Wealth Consulting Services
Connecticut
$1.5M +$99.9K +1,972 +7%
GFPC
306
Global Financial Private Client
Florida
$1.46M +$649K +12,737 +80%
AFA
307
American Financial Advisors
Georgia
$1.38M -$201K -3,944 -13%
JPMPWA
308
J.P. Morgan Private Wealth Advisors
California
$1.36M +$357K +7,016 +35%
FG
309
Foster Group
Iowa
$1.33M +$36.9K +726 +3%
AWE
310
Avidian Wealth Enterprises
Texas
$1.32M -$348K -6,837 -21%
SG
311
StoneX Group
New York
$1.31M +$39.3K +772 +3%
WP
312
WealthPLAN Partners
Nebraska
$1.29M +$220K +4,334 +21%
WA
313
Wambolt & Associates
Colorado
$1.29M +$80.4K +1,577 +7%
WA
314
Waverly Advisors
Alabama
$1.28M -$52 -1 -0%
LA
315
LexAurum Advisors
Kansas
$1.26M +$83.3K +1,638 +7%
NP
316
NorthRock Partners
Minnesota
$1.24M -$2.1M -41,235 -63%
SWM
317
Soundmark Wealth Management
Washington
$1.22M -$5.09K -100 -0.4%
MGWM
318
Marks Group Wealth Management
Minnesota
$1.21M +$207K +4,035 +21%
Financial Engines Advisors
319
Financial Engines Advisors
California
$1.21M -$140K -2,750 -10%
Squarepoint
320
Squarepoint
New York
$1.18M -$5.09K -100 -0.4%
APC
321
Aspire Private Capital
North Carolina
$1.17M -$18.3K -360 -2%
HIM
322
Hanlon Investment Management
New Jersey
$1.13M -$75.7K -1,488 -6%
GIA
323
Goodwin Investment Advisory
Georgia
$1.13M +$1.13M +22,159 New
SAM
324
Strategic Asset Management
Minnesota
$1.11M +$1.11M +21,701 New
CFD
325
Creative Financial Designs
Indiana
$1.09M +$69.9K +1,375 +7%
11 12
13
14 15