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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 %
PI
76
PFS Investments
Georgia
$20.8M +$1.57M +29,836 +8%
Cetera Investment Advisers
77
Cetera Investment Advisers
Illinois
$20.7M +$1.12M +22,032 +6%
Goldman Sachs
78
Goldman Sachs
New York
$20.7M +$2.24M +44,083 +12%
DBT
79
Dubuque Bank & Trust
Iowa
$20.1M +$1.74M +34,190 +9%
PFG
80
PAX Financial Group
Texas
$19.9M -$281K -5,522 -1%
RJFSA
81
Raymond James Financial Services Advisors
Florida
$19.7M +$5.41M +106,459 +38%
SHJ
82
Sharkey, Howes & Javer
Colorado
$19.6M +$157K +3,086 +0.8%
EA
83
Efficient Advisors
Ohio
$19.3M -$1.4M -27,455 -7%
RWG
84
Ratio Wealth Group
Colorado
$19M +$4.19M +82,421 +28%
Barclays
85
Barclays
United Kingdom
$18.9M +$18.9M +371,115 New
SAS
86
Sage Advisory Services
Texas
$18.8M +$1.72M +33,909 +10%
SW
87
SteelPeak Wealth
California
$17.9M -$1.25M -24,601 -7%
MSWMA
88
Market Street Wealth Management Advisors
Indiana
$17.2M +$3.87M +76,082 +29%
NEWAS
89
N.E.W. Advisory Services
Wisconsin
$17.2M +$1.16M +22,749 +7%
CP
90
Covenant Partners
Tennessee
$17.1M +$387K +7,609 +2%
HPC
91
Hobart Private Capital
North Carolina
$16.9M +$6.36M +124,994 +60%
1SB
92
1ST Source Bank
Indiana
$16.2M -$315K -6,204 -2%
HWM
93
HighMark Wealth Management
Minnesota
$16M -$31.1K -612 -0.2%
HAFS
94
Hapanowicz & Associates Financial Services
Pennsylvania
$15.7M +$10.3K +203 +0.1%
CFGS
95
Concourse Financial Group Securities
Alabama
$14.6M +$854K +16,792 +6%
Prudential Financial
96
Prudential Financial
New Jersey
$14.5M +$420K +8,153 +3%
WAM
97
Wakefield Asset Management
Colorado
$14.4M +$648K +12,745 +5%
LWA
98
Lineweaver Wealth Advisors
Ohio
$14.3M -$1.65M -32,474 -10%
American Century Companies
99
American Century Companies
Missouri
$14.2M +$13.4M +263,269 +1,679%
SMG
100
Spectrum Management Group
Indiana
$14.1M +$2.49M +48,891 +21%
2 3
4
5 6