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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 %
RJT
451
Raymond James Trust
Florida
$311K +$69.1K +1,358 +29%
MC
452
Middleton & Co
Massachusetts
$310K – – –
SIS
453
Sound Income Strategies
Florida
$303K -$36.2K -711 -11%
KFI
454
Key Financial Inc
Pennsylvania
$303K – – –
NAM
455
NTV Asset Management
West Virginia
$300K -$50.8K -1,000 -14%
RF
456
RHS Financial
California
$300K -$27.2K -536 -8%
SFA
457
Sequoia Financial Advisors
Ohio
$298K -$54.2K -1,068 -15%
DADC
458
D.A. Davidson & Co
Montana
$292K +$292K +5,747 New
VFA
459
Valeo Financial Advisors
Indiana
$292K +$292K +5,747 New
CRWM
460
Castle Rock Wealth Management
California
$291K +$5.3K +101 +2%
VM
461
VPR Management
Texas
$290K – – –
HF
462
HRT Financial
New York
$289K +$289K +5,701 New
DSA
463
Droms Strauss Advisors
Missouri
$288K -$20.6K -403 -7%
BWM
464
BCS Wealth Management
Tennessee
$284K – – –
PCA
465
Personal Capital Advisors
California
$283K +$83.4K +1,640 +42%
AP
466
Advisor Partners
California
$283K +$283K +5,561 New
MOS
467
MGO One Seven
Ohio
$282K +$79.5K +1,529 +39%
RTL
468
Red Tortoise LLC
Georgia
$279K +$279K +7,231 New
TCMP
469
Thrive Capital Management (Pennsylvania)
Pennsylvania
$276K -$97.8K -1,923 -26%
CCG
470
Capital CS Group
California
$276K +$276K +5,405 New
WB
471
WesBanco Bank
West Virginia
$275K -$203 -4 -0.1%
CFS
472
CRA Financial Services
New Jersey
$274K – – –
CA
473
Continuum Advisory
Idaho
$274K +$2.89K +57 +1%
KWM
474
Kingsview Wealth Management
Oregon
$272K -$38.3K -754 -12%
TWP
475
Total Wealth Planning
Ohio
$272K – – –
17 18
19
20 21