EFV icon

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 %
LAS
476
Lloyd Advisory Services
Georgia
$271K -$16.9K -332 -6%
CCM
477
Covington Capital Management
California
$269K -$13.4K -264 -5%
F
478
F3Logic
Minnesota
$266K -$19.1K -376 -7%
Neuberger Berman Group
479
Neuberger Berman Group
New York
$264K -$42.8K -842 -14%
BWA
480
BDO Wealth Advisors
Florida
$264K +$44.9K +884 +20%
MCM
481
MAI Capital Management
Ohio
$261K +$34.9K +687 +15%
BCI
482
Brinker Capital Investments
Pennsylvania
$260K +$47K +925 +22%
MA
483
MONECO Advisors
Connecticut
$260K +$260K +5,107 New
HTC
484
Haverford Trust Company
Pennsylvania
$260K +$260K +5,110 New
MFA
485
Mayflower Financial Advisors
Massachusetts
$259K +$259K +4,950 New
JIC
486
Johnson Investment Counsel
Ohio
$258K +$258K +5,079 New
PO
487
Private Ocean
California
$254K – – –
TC
488
Trilogy Capital
California
$252K +$27K +531 +12%
CTC
489
Central Trust Company
Missouri
$249K +$35.6K +700 +17%
MI
490
Moneywise Inc
Virginia
$248K – – –
HR
491
Hayden Royal
North Carolina
$246K -$4.11K -81 -2%
GG
492
Gofen & Glossberg
Illinois
$243K +$41.4K +813 +21%
RG
493
Retirement Group
California
$238K -$30.6K -508 -11%
CBFP
494
Cedar Brook Financial Partners
Ohio
$233K +$233K +4,590 New
MHIC
495
Marble Harbor Investment Counsel
Massachusetts
$224K – – –
C
496
Certuity
Florida
$218K – – –
ARC
497
Advisor Resource Council
Texas
$217K +$217K +4,265 New
FWP
498
Falcon Wealth Planning
California
$216K -$4.42K -87 -2%
GFS
499
GYL Financial Synergies
Connecticut
$216K +$7.87K +155 +4%
PFS
500
Prospera Financial Services
Texas
$216K +$19.5K +383 +10%
18 19
20
21 22