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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 %
MAS
426
Madden Advisory Services
Florida
$406K +$13.9K +273 +4%
LIM
427
Leavell Investment Management
Alabama
$404K -$20.4K -400 -5%
GSWM
428
Golden State Wealth Management
California
$391K -$5.03K -99 -1%
FDCDDQ
429
Federation des caisses Desjardins du Quebec
Quebec, Canada
$385K -$13.1K -258 -3%
WFC
430
Western Financial Corp
California
$385K +$47.7K +938 +14%
SFO
431
Stokes Family Office
Louisiana
$385K +$385K +7,563 New
FWIA
432
Fort Washington Investment Advisors
Ohio
$379K – – –
Allianz Asset Management
433
Allianz Asset Management
Germany
$377K – – –
WA
434
Wealth Architects
California
$375K -$4.06K -80 -1%
CA
435
CGN Advisors
Kansas
$374K -$1.06M -20,855 -74%
TLFA
436
True Link Financial Advisors
California
$373K +$198K +3,884 +113%
CG
437
Colony Group
Massachusetts
$372K -$15.7K -308 -4%
GSEP
438
Golden State Equity Partners
California
$368K +$74.2K +1,458 +25%
CA
439
Clearstead Advisors
Ohio
$358K – – –
SFM
440
Signet Financial Management
New Jersey
$358K +$358K +7,049 New
KCA
441
Karn Couzens & Associates
Connecticut
$354K +$2.9K +57 +0.8%
WSTAM
442
Wilbanks Smith & Thomas Asset Management
Virginia
$348K – – –
USCWA
443
U.S. Capital Wealth Advisors
Texas
$340K +$340K +6,688 New
Fisher Asset Management
444
Fisher Asset Management
Washington
$337K +$50.4K +993 +18%
OFA
445
Oak Family Advisors
Illinois
$336K -$31.8K -625 -9%
MBT
446
Montecito Bank & Trust
California
$333K -$560 -11 -0.2%
AFP
447
Ausdal Financial Partners
Iowa
$330K -$32.2K -633 -9%
SMA
448
Sage Mountain Advisors
Georgia
$329K +$5.04K +99 +2%
FHB
449
First Hawaiian Bank
Hawaii
$326K – – –
GW
450
GW & Wade
Massachusetts
$318K +$15.8K +310 +5%
16 17
18
19 20