EFV icon

iShares MSCI EAFE Value ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
PIA
551
Powell Investment Advisors
Florida
$34K
BAM
552
Baldrige Asset Management
Pennsylvania
$31K +$8.82K +173 +40%
SSW
553
Smith Shellnut Wilson
Mississippi
$31K +$31K +600 New
CYG
554
Clean Yield Group
Vermont
$29K +$19.3K +382 +200%
TFM
555
TFC Financial Management
Massachusetts
$28K
IFAM
556
Institutional & Family Asset Management
Colorado
$28K +$19.1K +369 +213%
AFG
557
Albion Financial Group
Utah
$27K
IHWM
558
Iron Horse Wealth Management
Iowa
$27K
KTC
559
Kistler-Tiffany Companies
Pennsylvania
$25K -$9.48K -187 -28%
PWA
560
Phoenix Wealth Advisors
North Carolina
$23K
JFGIW
561
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$21K +$3.54K +69 +20%
RCM
562
Robinson Capital Management
Michigan
$20K -$6.25K -125 -24%
AL
563
ADE LLC
Maryland
$19K
CI
564
Cordant Inc
Oregon
$19K +$19K +375 New
RFA
565
Reilly Financial Advisors
California
$17K -$700 -14 -4%
TC
566
Tacita Capital
Ontario, Canada
$17K
GPA
567
Guidance Point Advisors
Massachusetts
$17K +$17K +342 New
TF
568
Tompkins Financial
New York
$16K +$16K +317 New
HI
569
Hudock Inc
Pennsylvania
$15K
OIA
570
Optimum Investment Advisors
Illinois
$15K
KIG
571
Kowal Investment Group
Wisconsin
$15K +$15K +289 New
HR
572
Howe & Rusling
New York
$15K +$15K +297 New
IBOK
573
Independence Bank of Kentucky
Kentucky
$14K
BMD
574
Better Money Decisions
New Mexico
$14K +$14K +277 New
CFO
575
CVA Family Office
Colorado
$13K -$417 -10 -3%