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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 %
CWP
151
Corepath Wealth Partners
Arizona
$7.87M +$249K +4,862 +3%
Citigroup
152
Citigroup
New York
$7.83M -$685K -13,479 -8%
SPIA
153
Steward Partners Investment Advisory
New York
$7.8M +$272K +5,349 +4%
FCA
154
FLC Capital Advisors
California
$7.77M +$181K +3,560 +2%
WA
155
Wealth Alliance
New York
$7.53M +$1.82M +35,829 +32%
ASN
156
Advisory Services Network
Georgia
$7.45M +$93K +1,828 +1%
I
157
INVST
Indiana
$7.3M +$629K +12,364 +9%
FHA
158
First Horizon Advisors
Tennessee
$7.12M +$3M +59,039 +73%
AF
159
Advisornet Financial
Minnesota
$7.04M +$908K +17,866 +15%
WFPG
160
Waller Financial Planning Group
Ohio
$7.01M +$145K +2,845 +2%
WP
161
WealthShield Partners
North Carolina
$6.96M -$5.35M -105,188 -43%
RA
162
RFG Advisory
Alabama
$6.9M +$1.56M +30,603 +29%
FFN
163
Focus Financial Network
Minnesota
$6.8M +$351K +6,906 +5%
DE
164
Day & Ennis
Georgia
$6.73M +$209K +4,101 +3%
Jane Street
165
Jane Street
New York
$6.69M +$6.69M +131,463 New
BHWM
166
Bay Harbor Wealth Management
Maryland
$6.62M +$655K +12,881 +11%
GWM
167
Geneos Wealth Management
Colorado
$6.51M +$221K +4,339 +4%
QFA
168
Quattro Financial Advisors
Texas
$6.24M -$240K -4,581 -4%
CC
169
Cassaday & Co
Virginia
$6.18M -$82.4K -1,620 -1%
SXL
170
Summit X LLC
Missouri
$6.13M +$46.5K +915 +0.8%
TF
171
Trek Financial
Arizona
$6.07M +$1.16M +22,894 +24%
HA
172
HYA Advisors
Missouri
$6.05M +$5.49M +107,193 +973%
SWA
173
Stratos Wealth Advisors
Ohio
$6.01M +$279K +5,487 +5%
DC
174
Derby & Company
Massachusetts
$6.01M +$339K +6,668 +6%
ICMP
175
Integrated Capital Management (Pennsylvania)
Pennsylvania
$5.95M +$224K +4,401 +4%
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7
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