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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 %
MGI
276
MayTech Global Investments
New York
$1.81M – – –
P
277
Pitcairn
Pennsylvania
$1.8M -$256K -4,947 -12%
PA
278
PFG Advisors
Arizona
$1.77M +$1.25M +24,129 +238%
AWE
279
Avidian Wealth Enterprises
Texas
$1.7M +$97.5K +1,884 +6%
PMAS
280
PNC Managed Account Solutions
Texas
$1.67M +$1.67M +32,198 New
BFEC
281
Benjamin F. Edwards & Company
Missouri
$1.65M +$243K +4,688 +17%
IA
282
IFG Advisory
Georgia
$1.64M +$965K +18,651 +143%
NCM
283
Neumann Capital Management
California
$1.63M -$38.8K -750 -2%
CAPTRUST Financial Advisors
284
CAPTRUST Financial Advisors
North Carolina
$1.62M +$1.22M +23,482 +301%
VFA
285
Voya Financial Advisors
Connecticut
$1.61M -$1.88M -36,125 -54%
AFA
286
American Financial Advisors
Georgia
$1.61M -$478K -9,238 -23%
PCG
287
Private Capital Group
Connecticut
$1.57M +$537K +10,376 +52%
TC
288
TownSquare Capital
Utah
$1.55M +$19.3K +374 +1%
HIGP
289
Hill Investment Group Partners
Missouri
$1.55M +$1.55M +29,862 New
AIM
290
Alhambra Investment Management
Florida
$1.53M +$61.8K +1,194 +4%
IAN
291
Integrated Advisors Network
Texas
$1.48M +$1.48M +28,573 New
CA
292
CGN Advisors
Kansas
$1.46M +$67.1K +1,296 +5%
CAG
293
Csenge Advisory Group
Florida
$1.44M +$485K +9,340 +51%
BWCS
294
Beirne Wealth Consulting Services
Connecticut
$1.43M +$1.43M +27,663 New
IF
295
Intrua Financial
Texas
$1.41M +$625K +11,833 +79%
Financial Engines Advisors
296
Financial Engines Advisors
California
$1.38M -$47.6K -919 -3%
VAS
297
Vestmark Advisory Solutions
Massachusetts
$1.37M +$274K +5,301 +25%
Comerica Bank
298
Comerica Bank
Texas
$1.36M +$56.7K +1,107 +4%
FG
299
Foster Group
Iowa
$1.32M -$42.5K -821 -3%
LNC
300
Lincoln National Corp
Pennsylvania
$1.31M +$9.57K +185 +0.7%
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