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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 %
SHIM
101
Stone House Investment Management
Pennsylvania
$13.9M – – –
HGWM
102
Horst & Graben Wealth Management
Oregon
$13.8M +$932K +18,318 +7%
PL
103
Plancorp LLC
Missouri
$13.7M +$38.9K +765 +0.3%
TSA
104
Tri-Star Advisors
Texas
$13.6M +$308K +5,940 +2%
VOYA Investment Management
105
VOYA Investment Management
Georgia
$13.6M +$1.42M +27,947 +12%
MA
106
MUFG Americas
New York
$13.3M -$121K -2,378 -0.9%
BRWA
107
B. Riley Wealth Advisors
Florida
$13.2M +$813K +15,991 +7%
SB
108
Strategic Blueprint
Georgia
$13.1M +$4.03M +79,323 +45%
AWA
109
Arete Wealth Advisors
Illinois
$12.9M +$3.4M +66,873 +36%
SL
110
SWMG LLC
Texas
$12.9M +$1M +19,744 +8%
DT
111
Diversified Trust
Tennessee
$12.7M -$47K -925 -0.4%
HIM
112
HawsGoodwin Investment Management
Tennessee
$12.6M +$1.19M +23,397 +10%
OAP
113
One Advisory Partners
Kansas
$12.6M +$347K +6,834 +3%
BPA
114
Beacon Pointe Advisors
California
$12.3M +$3.18M +62,568 +35%
BAAM
115
Baker Avenue Asset Management
California
$12.3M -$6.56K -129 -0.1%
VI
116
Vestcor Inc
New Brunswick, Canada
$12.2M – – –
VFM
117
Vivid Financial Management
California
$12.2M +$1.57M +30,893 +15%
VHAM
118
Van Hulzen Asset Management
California
$12.1M +$280K +5,511 +2%
CCM
119
Carlson Capital Management
Minnesota
$12M +$242K +4,768 +2%
CS
120
Comerica Securities
Michigan
$12M -$4.27K -84 -0%
MAM
121
McLean Asset Management
Virginia
$12M -$9.47K -181 -0.1%
MWM
122
Modera Wealth Management
New Jersey
$11.9M -$2.57M -50,487 -18%
BCA
123
Biltmore Capital Advisors
New Jersey
$11.5M +$1.1M +21,621 +11%
BCM
124
Brookstone Capital Management
Illinois
$11.5M -$41K -796 -0.4%
LWM
125
Liberty Wealth Management
California
$11.2M +$599K +11,771 +6%
3 4
5
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