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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 %
GVAG
401
Great Valley Advisor Group
Delaware
$501K +$53.4K +1,051 +12%
OIA
402
OneDigital Investment Advisors
Kansas
$480K +$24.2K +476 +5%
HWMA
403
Heritage Wealth Management (Arizona)
Arizona
$476K +$61.1K +1,201 +15%
RFC
404
Regions Financial Corp
Alabama
$474K – – –
Bessemer Group
405
Bessemer Group
New Jersey
$474K – – –
CIBC Private Wealth Group
406
CIBC Private Wealth Group
Georgia
$470K -$13.3K -262 -3%
RCAG
407
Rehmann Capital Advisory Group
Michigan
$467K +$2.64K +52 +0.6%
MWM
408
Mission Wealth Management
California
$460K +$33K +649 +8%
FFA
409
Fragasso Financial Advisors
Pennsylvania
$458K +$13.4K +263 +3%
TFF
410
The Family Firm
Maryland
$455K – – –
AAM
411
Autus Asset Management
Arizona
$453K -$2.59K -51 -0.6%
SIA
412
SkyView Investment Advisors
New Jersey
$448K +$448K +8,802 New
BDF
413
Balasa Dinverno & Foltz
$446K +$11.4K +224 +3%
SIC
414
Samalin Investment Counsel
New York
$445K +$49.8K +979 +13%
WCM
415
Wealthcare Capital Management
Virginia
$443K +$91K +1,788 +26%
KFP
416
KB Financial Partners
New Jersey
$439K +$65.1K +1,280 +17%
FCFC
417
First Citizens Financial Corp
Iowa
$437K +$132K +2,602 +43%
EAM
418
Evanson Asset Management
California
$436K -$109K -2,099 -20%
TSS
419
Two Sigma Securities
New York
$424K -$280K -5,505 -40%
SAM
420
Strategy Asset Managers
California
$424K -$20.7K -407 -5%
PB
421
Pinnacle Bancorp
Nebraska
$416K +$38.6K +760 +10%
FTS
422
Fifth Third Securities
Ohio
$415K +$415K +8,163 New
CFFP
423
Center for Financial Planning
Michigan
$414K – – –
SWP
424
Strategic Wealth Partners
Ohio
$411K +$411K +8,084 New
ESB
425
Essex Savings Bank
Connecticut
$409K -$2.08K -40 -0.5%
15 16
17
18 19