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

Top Sellers

1
KFS
Kelly Financial Services
Massachusetts
$779K
2
RIG
RiverFront Investment Group
Virginia
$30.1M
3
AllianceBernstein
AllianceBernstein
Tennessee
$168M
4
Franklin Resources
Franklin Resources
California
$80.8M
5
EWA
Exencial Wealth Advisors
Oklahoma
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
V
126
Veritable
Delaware
$11.2M +$1.18M +23,172 +12%
Bank of Montreal
127
Bank of Montreal
Ontario, Canada
$11.2M -$55.3K -1,080 -0.5%
SWM
128
Southern Wealth Management
Texas
$11M +$71.1K +1,398 +0.7%
T
129
TNF
Montana
$11M +$11M +219,307 New
PWA
130
Physician Wealth Advisors
Utah
$10.5M +$835K +15,987 +9%
MGIA
131
Moneta Group Investment Advisors
Missouri
$10.5M +$1.26M +24,734 +14%
C1AG
132
Client 1st Advisory Group
Florida
$10.4M +$1.3M +25,649 +14%
Mariner
133
Mariner
Kansas
$10.3M +$2.91M +57,237 +39%
SWM
134
Spire Wealth Management
Virginia
$10.2M +$417K +8,201 +4%
AC
135
Apella Capital
Connecticut
$10.1M +$2.6M +51,055 +35%
APW
136
Austin Private Wealth
Texas
$10.1M +$911K +17,912 +10%
ACA
137
Atlas Capital Advisors
Wyoming
$10.1M +$1.08M +21,290 +12%
OWA
138
One Wealth Advisors
California
$9.94M +$2.05M +40,359 +26%
CAN
139
Cetera Advisor Networks
California
$9.89M +$560K +11,023 +6%
EH
140
Equitable Holdings
New York
$9.76M +$1.25M +24,503 +15%
SFG
141
StrategIQ Financial Group
Indiana
$9.56M +$969K +19,057 +11%
EL
142
EQ LLC
Washington
$9.27M +$859K +16,898 +10%
IFA
143
Interactive Financial Advisors
Illinois
$9.22M +$126K +2,480 +1%
PP
144
PrairieView Partners
Minnesota
$8.88M -$76.7K -1,508 -0.9%
Principal Financial Group
145
Principal Financial Group
Iowa
$8.74M -$111K -2,192 -1%
SAMC
146
Spectrum Asset Management (California)
California
$8.62M +$421K +8,278 +5%
SCA
147
STALEY CAPITAL ADVISERS
Pennsylvania
$8.47M +$102K +2,000 +1%
CAM
148
Crestone Asset Management
Colorado
$8.43M -$1.78M -35,000 -17%
FA
149
FDx Advisors
Illinois
$8.25M +$64.7K +1,272 +0.8%
PAG
150
Private Advisor Group
New Jersey
$8.03M +$3.47M +68,176 +76%
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