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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 %
WA
301
Waverly Advisors
Alabama
$1.3M +$11.9K +225 +0.9%
SG
302
StoneX Group
New York
$1.29M +$472K +9,129 +58%
LF
303
Lantz Financial
Illinois
$1.29M +$999K +19,301 +350%
SWM
304
Soundmark Wealth Management
Washington
$1.26M -$63.8K -1,224 -5%
DMC
305
Drexel Morgan & Co
Pennsylvania
$1.25M – – –
WA
306
Wambolt & Associates
Colorado
$1.23M +$76.9K +1,481 +7%
HIM
307
Hanlon Investment Management
New Jersey
$1.23M +$164K +3,173 +15%
BCM
308
Beaumont Capital Management
Massachusetts
$1.22M +$1.22M +23,612 New
MWM
309
Merriman Wealth Management
Washington
$1.22M -$102K -1,969 -8%
APC
310
Aspire Private Capital
North Carolina
$1.21M +$1.18M +22,787 +4,181%
Squarepoint
311
Squarepoint
New York
$1.2M -$192K -3,700 -14%
LA
312
LexAurum Advisors
Kansas
$1.2M +$222K +4,293 +23%
BMCM
313
Bryn Mawr Capital Management
Pennsylvania
$1.19M +$103K +1,986 +9%
WP
314
WealthPLAN Partners
Nebraska
$1.11M +$320K +6,052 +41%
UCFA
315
United Capital Financial Advisors
Texas
$1.06M -$34.4K -665 -3%
VC
316
Veracity Capital
Georgia
$1.04M -$583K -11,265 -36%
CIBC World Market
317
CIBC World Market
Ontario, Canada
$1.04M +$340K +6,570 +49%
CFD
318
Creative Financial Designs
Indiana
$1.03M +$337K +6,518 +48%
SP
319
Successful Portfolios
Florida
$1.03M +$279K +5,384 +37%
JPMPWA
320
J.P. Morgan Private Wealth Advisors
California
$1.02M +$244K +4,708 +31%
MGWM
321
Marks Group Wealth Management
Minnesota
$1.02M +$1.02M +19,634 New
William Blair & Company
322
William Blair & Company
Illinois
$1M +$32.5K +629 +3%
GL
323
Graypoint LLC
New York
$953K – – –
TFA
324
Tobias Financial Advisors
Florida
$935K +$48K +927 +5%
FCA
325
FinTrust Capital Advisors
South Carolina
$924K +$69K +1,333 +8%
11 12
13
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