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iShares MSCI EAFE Value ETF
EFV

Overview Fund Activity

596 hedge funds and large institutions have $12.7B invested in iShares MSCI EAFE Value ETF in 2021 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 339 increasing their positions, 113 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
596
Holders Change
+36
Holders Change %
+6.43%
% of All Funds
10.41%
Holding in Top 10
68
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+13.33%
% of All Funds
1.19%
New
70
Increased
339
Reduced
113
Closed
29
Calls
$1K
Puts
–
Net Calls
+$1K
Net Calls Change
+$178K

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$447M
2
Franklin Resources
Franklin Resources
California
+$107M
3
BlackRock
BlackRock
New York
+$104M
4
LPL Financial
LPL Financial
California
+$98.1M
5
Morgan Stanley
Morgan Stanley
New York
+$89.9M

Top Sellers

1
LOAMU
Lombard Odier Asset Management (USA)
New York
-$36.6M
2
GM
Granger Management
New York
-$27.1M
3
FP
Financial Perspectives
Minnesota
-$21.9M
4
Truist Financial
Truist Financial
North Carolina
-$14.4M
5
GWM
Geneos Wealth Management
Colorado
-$13.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
MAFM
226
Mid Atlantic Financial Management
Pennsylvania
$3.15M +$621K +11,997 +25%
GC
227
Gilbert & Cook
Iowa
$3.02M +$86.6K +1,673 +3%
SPC
228
Sigma Planning Corp
Michigan
$2.98M +$1.11M +21,483 +59%
HI
229
Harbour Investments
Wisconsin
$2.93M +$13.1K +253 +0.4%
RSWM
230
Robertson Stephens Wealth Management
California
$2.93M +$691K +13,357 +31%
HNB
231
Huntington National Bank
Ohio
$2.89M +$2.89M +17,880 New
CAS
232
Cascadia Advisory Services
Oregon
$2.89M +$439K +8,480 +18%
IFS
233
Ifrah Financial Services
Arkansas
$2.84M +$50.1K +967 +2%
NFG
234
Next Financial Group
Texas
$2.84M +$674K +13,019 +31%
PFBT
235
Parkside Financial Bank & Trust
Missouri
$2.83M -$412K -7,968 -13%
NSIM
236
North Star Investment Management
Illinois
$2.82M +$587K +11,337 +26%
NCM
237
Northwest Capital Management
Oregon
$2.74M +$2.74M +52,987 New
Rockefeller Capital Management
238
Rockefeller Capital Management
New York
$2.71M +$585K +11,305 +28%
LFG
239
Larson Financial Group
Missouri
$2.69M -$209K -4,030 -7%
SFA
240
Source Financial Advisors
New York
$2.63M +$78.7K +1,520 +3%
GM
241
GeoWealth Management
Illinois
$2.63M +$2.63M +50,805 New
GT
242
Glenmede Trust
Pennsylvania
$2.63M +$492K +9,509 +23%
WIA
243
World Investment Advisors
California
$2.54M -$273K -5,280 -10%
TCA
244
Transcend Capital Advisors
New Jersey
$2.53M +$555K +10,725 +28%
UAS
245
United Asset Strategies
New York
$2.5M +$78.4K +1,514 +3%
DY
246
Dowling & Yahnke
California
$2.49M -$375K -7,248 -13%
CWS
247
Cypress Wealth Services
California
$2.48M -$827K -15,982 -25%
CF
248
Centaurus Financial
California
$2.44M +$839K +16,212 +52%
CFO
249
Collective Family Office
Pennsylvania
$2.32M -$165K -3,189 -7%
AAS
250
Avantax Advisory Services
Texas
$2.31M +$1.09M +20,988 +89%
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