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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 %
FA
176
Fountainhead AM
New Jersey
$5.94M +$1.49M +29,341 +34%
CCA
177
Checchi Capital Advisers
California
$5.74M +$187K +3,681 +3%
SCA
178
Snowden Capital Advisors
New York
$5.63M +$392K +7,711 +7%
PWM
179
Perigon Wealth Management
California
$5.59M +$865K +17,019 +18%
CWA
180
Clearview Wealth Advisors
Oregon
$5.17M +$126K +2,469 +2%
GP
181
Girard Partners
Pennsylvania
$5.14M -$96.1K -1,891 -2%
SPAS
182
Spectrum Planning & Advisory Services
California
$5.07M -$160K -3,140 -3%
NAG
183
Northstar Advisory Group
New Jersey
$5.07M +$5.07M +99,673 New
WF
184
Williams Financial
Vermont
$5.02M -$549K -10,799 -10%
ZF
185
Zhang Financial
Michigan
$4.88M -$119K -2,333 -2%
NL
186
NWAM LLC
Washington
$4.86M -$844K -16,600 -15%
RIA
187
Regal Investment Advisors
Michigan
$4.73M +$327K +6,429 +7%
FAT
188
First American Trust
California
$4.7M -$24.2K -475 -0.5%
TWM
189
Tradition Wealth Management
Minnesota
$4.65M -$110K -2,170 -2%
FMP
190
Financial Management Professionals
Texas
$4.54M -$1.15M -22,580 -20%
CWS
191
Cypress Wealth Services
California
$4.52M +$2.08M +40,969 +85%
MIAN
192
Mariner Independent Advisor Network
Kansas
$4.33M +$522K +10,223 +14%
NWM
193
Northwest Wealth Management
Iowa
$4.3M +$213K +4,180 +5%
1WA
194
180 Wealth Advisors
Washington
$4.3M +$48.2K +922 +1%
ACP
195
Aveo Capital Partners
Colorado
$4.22M +$3.66M +71,910 +649%
CFA
196
Cahill Financial Advisors
Minnesota
$4.19M +$3.46M +67,974 +470%
MCIA
197
Mountain Capital Investment Advisors
Colorado
$4.11M -$3.42M -66,715 -45%
RSWM
198
Robertson Stephens Wealth Management
California
$4.11M +$1.23M +24,235 +43%
SWM
199
SigFig Wealth Management
California
$4.06M +$119K +2,350 +3%
PFP
200
Pinnacle Financial Partners
Tennessee
$4.01M +$373K +7,335 +10%
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