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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 %
STA
376
Summit Trail Advisors
New York
$627K +$627K +12,333 New
TA
377
Tiedemann Advisors
New York
$617K – – –
AWM
378
Avior Wealth Management
Nebraska
$616K +$26.2K +516 +4%
CAM
379
Campion Asset Management
Virginia
$615K +$111K +2,180 +22%
TA
380
TrueWealth Advisors
Alabama
$602K -$11.5K -227 -2%
VWA
381
V Wealth Advisors
Kansas
$600K -$23K -453 -4%
NWA
382
Navis Wealth Advisors
New York
$599K – – –
AA
383
Ancora Advisors
Ohio
$576K +$164K +3,214 +40%
GIA
384
GHP Investment Advisors
Colorado
$576K +$168K +3,308 +41%
AF
385
Allworth Financial
California
$573K +$326K +6,415 +132%
TP
386
Tranquility Partners
Tennessee
$571K +$180K +3,534 +46%
GRP
387
Global Retirement Partners
California
$556K +$31.7K +623 +6%
WI
388
WrapManager Inc
California
$551K +$19.5K +383 +4%
PIA
389
Perennial Investment Advisors
California
$551K +$22.9K +451 +4%
CPIG
390
Chicago Partners Investment Group
Illinois
$545K -$187K -3,584 -26%
PFA
391
Pinnacle Family Advisors
Missouri
$545K +$2.54K +50 +0.5%
CW
392
CreativeOne Wealth
Kansas
$538K +$284K +5,579 +112%
LA
393
LVW Advisors
New York
$537K – – –
GLLW
394
Graves Light Lenhart Wealth
Virginia
$537K – – –
DC
395
Davenport & Co
Virginia
$535K +$239K +4,702 +81%
AF
396
Alerus Financial
North Dakota
$529K – – –
OCM
397
One Capital Management
California
$525K -$38.5K -759 -7%
OPCM
398
Osborne Partners Capital Management
California
$524K -$61.3K -1,206 -10%
SB
399
Simmons Bank
Arkansas
$505K +$505K +9,947 New
SBH
400
Segall Bryant & Hamill
Illinois
$502K -$5.88K -116 -1%
14 15
16
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