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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 %
PPP
251
Private Portfolio Partners
New Jersey
$2.28M +$383K +7,392 +20%
AM
252
Ares Management
California
$2.26M +$2.26M +43,712 New
AFAS
253
Acorn Financial Advisory Services
Virginia
$2.25M +$1.81M +34,996 +415%
BO
254
BRR OpCo
Ohio
$2.21M +$39.6K +765 +2%
RFWA
255
RPg Family Wealth Advisory
Massachusetts
$2.19M +$2.19M +42,284 New
DI
256
Disciplined Investments
Oklahoma
$2.11M -$7.35K -142 -0.3%
HSBC Holdings
257
HSBC Holdings
United Kingdom
$2.1M +$152K +2,930 +8%
CCMG
258
Clark Capital Management Group
Pennsylvania
$2.09M -$2.12M -41,015 -50%
LFAS
259
Level Four Advisory Services
Texas
$2.09M +$463K +8,943 +28%
BAM
260
Belpointe Asset Management
Nevada
$2.08M +$458K +8,841 +28%
UA
261
Unison Advisors
District of Columbia
$2.05M -$69.6K -1,345 -3%
BTWM
262
Baker Tilly Wealth Management
Wisconsin
$2.04M +$681K +13,157 +50%
IWS
263
Insight Wealth Strategies
California
$2.03M -$88K -1,699 -4%
TPWA
264
TRUE Private Wealth Advisors
Oregon
$2.02M +$866K +16,726 +75%
CC
265
Copperleaf Capital
North Carolina
$2.01M +$9.53K +184 +0.5%
APA
266
American Portfolios Advisors
New York
$1.97M +$251K +4,842 +15%
Brown Advisory
267
Brown Advisory
Maryland
$1.96M -$701K -13,534 -26%
BAIA
268
Bel Air Investment Advisors
California
$1.92M +$577K +11,150 +43%
Creative Planning
269
Creative Planning
Kansas
$1.92M +$78.3K +1,512 +4%
WPWM
270
Windward Private Wealth Management
Kansas
$1.88M -$45.8K -884 -2%
ANTB
271
AMG National Trust Bank
Colorado
$1.87M +$95.2K +1,840 +5%
NHC
272
Nicholas Hoffman & Company
Georgia
$1.85M +$2.64K +51 +0.1%
SFS
273
Sowell Financial Services
Arkansas
$1.83M +$83.1K +1,606 +5%
FAIM
274
Financial Advocates Investment Management
Washington
$1.82M +$356K +6,875 +24%
DHFB
275
Dixon Hubard Feinour & Brown
Virginia
$1.81M -$1.5M -29,011 -45%
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