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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
1
Envestnet Asset Management
Illinois
$2.58B
2
LPL Financial
2
LPL Financial
California
$522M
3
AssetMark Inc
3
AssetMark Inc
California
$68.6M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$48.3M
5
Ameriprise
5
Ameriprise
Minnesota
$135M

Top Sellers

1
KFS
1
Kelly Financial Services
Massachusetts
$779K
2
RIG
2
RiverFront Investment Group
Virginia
$30.1M
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$168M
4
Franklin Resources
4
Franklin Resources
California
$80.8M
5
EWA
5
Exencial Wealth Advisors
Oklahoma
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
KAS
51
Kestra Advisory Services
Texas
$36.1M +$5.5M +108,233 +18%
NA
52
NewEdge Advisors
Louisiana
$34.6M +$2.25M +44,208 +7%
EWM
53
Empirical Wealth Management
Washington
$33M +$4.27M +84,056 +15%
COI
54
Connable Office Inc
Michigan
$32.1M -$109K -2,149 -0.3%
HighTower Advisors
55
HighTower Advisors
Illinois
$31.9M +$4.36M +85,675 +16%
TAIM
56
TD Ameritrade Investment Management
Nebraska
$31.8M -$3.42M -84,667 -10%
BSW
57
Buckingham Strategic Wealth
Missouri
$31.7M +$935K +18,380 +3%
IDA
58
Intelligence Driven Advisers
California
$31M +$7.12M +139,279 +30%
RIG
59
RiverFront Investment Group
Virginia
$30.1M -$37.7M -742,158 -56%
FWP
60
FAS Wealth Partners
Kansas
$29.5M +$589K +11,586 +2%
Fifth Third Bancorp
61
Fifth Third Bancorp
Ohio
$29.3M +$1.18M +23,153 +4%
Stifel Financial
62
Stifel Financial
Missouri
$29.3M -$1.93M -37,920 -6%
SFS
63
Summit Financial Strategies
Ohio
$28.8M +$2.62M +51,539 +10%
SP
64
Symmetry Partners
Connecticut
$28.1M +$2M +39,293 +8%
Cambridge Investment Research Advisors
65
Cambridge Investment Research Advisors
Iowa
$27.4M +$5.4M +106,278 +25%
BFPW
66
BOK Financial Private Wealth
Colorado
$26.3M +$40.4K +795 +0.2%
FIA
67
Foundations Investment Advisors
Arizona
$26.2M +$6.94M +135,685 +36%
PFA
68
Pettinga Financial Advisors
Indiana
$24.7M +$556K +10,943 +2%
PSUF
69
People's United Financial
Connecticut
$24.6M -$401K -7,886 -2%
HFA
70
High Falls Advisors
New York
$23.6M -$686K -13,492 -3%
IWP
71
Icon Wealth Partners
Texas
$22.4M +$1.37M +26,875 +6%
CIAS
72
CFS Investment Advisory Services
New Jersey
$22.4M +$22.4M +439,676 New
Mercer Global Advisors
73
Mercer Global Advisors
Colorado
$21.7M +$13M +255,332 +148%
CFG
74
Cooper Financial Group
California
$21.7M +$199K +3,910 +0.9%
BF
75
BOK Financial
Oklahoma
$21.3M +$21.3M +419,821 New
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3
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