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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
+$132M
2
LPL Financial
LPL Financial
California
+$79.5M
3
AssetMark Inc
AssetMark Inc
California
+$68.4M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$48.3M
5
Ameriprise
Ameriprise
Minnesota
+$42.5M

Top Sellers

1
KFS
Kelly Financial Services
Massachusetts
-$39.6M
2
RIG
RiverFront Investment Group
Virginia
-$37.7M
3
AllianceBernstein
AllianceBernstein
Tennessee
-$34.2M
4
Franklin Resources
Franklin Resources
California
-$31.4M
5
EWA
Exencial Wealth Advisors
Oklahoma
-$25.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
NCM
201
Northwest Capital Management
Oregon
$4M +$1.23M +23,491 +44%
OPS
202
Orion Portfolio Solutions
Nebraska
$3.97M +$3.08M +60,542 +344%
CA
203
Cetera Advisors
Colorado
$3.95M +$175K +3,434 +5%
KWM
204
Keebeck Wealth Management
Illinois
$3.89M -$215K -4,225 -5%
MYIA
205
Mount Yale Investment Advisors
Colorado
$3.88M +$416K +8,183 +12%
AAS
206
Avantax Advisory Services
Texas
$3.79M +$1.52M +29,890 +67%
PFGIA
207
Patriot Financial Group Insurance Agency
Massachusetts
$3.75M +$270K +5,315 +8%
HI
208
Harbour Investments
Wisconsin
$3.75M +$873K +17,174 +30%
CWM
209
Cranbrook Wealth Management
Michigan
$3.69M +$421K +8,289 +13%
WAP
210
Wealthcare Advisory Partners
Pennsylvania
$3.59M -$110K -2,167 -3%
SS
211
Simplicity Solutions
Minnesota
$3.59M +$3.39M +66,589 +1,705%
PWAG
212
Polaris Wealth Advisory Group
California
$3.57M +$3.57M +69,743 New
GWMIA
213
Global Wealth Management Investment Advisory
Florida
$3.43M -$418K -8,215 -11%
WA
214
Wilshire Advisors
California
$3.43M -$399K -7,857 -10%
BOS
215
Bingham Osborn & Scarborough
California
$3.43M +$161K +3,175 +5%
FT
216
Fiduciary Trust
Massachusetts
$3.42M -$1.14M -22,337 -25%
SIA
217
Stegner Investment Associates
Kentucky
$3.41M -$55.9K -1,100 -2%
SCM
218
SOL Capital Management
Maryland
$3.39M +$55.4K +1,090 +2%
SPC
219
Sigma Planning Corp
Michigan
$3.39M +$457K +8,987 +16%
VWM
220
Venturi Wealth Management
Texas
$3.38M -$101K -1,982 -3%
SWA
221
Sax Wealth Advisors
New Jersey
$3.35M -$11K -217 -0.3%
RFN
222
RDA Financial Network
Iowa
$3.3M +$30.8K +605 +0.9%
FEG
223
Fund Evaluation Group
Ohio
$3.29M – – –
GT
224
Greenleaf Trust
Michigan
$3.27M -$107K -2,113 -3%
MAFM
225
Mid Atlantic Financial Management
Pennsylvania
$3.23M +$129K +2,534 +4%
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