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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 %
BFA
326
Beaumont Financial Advisors
Massachusetts
$924K +$924K +17,855 New
WWM
327
Western Wealth Management
Colorado
$915K +$915K +17,661 New
SWA
328
SOA Wealth Advisors
New York
$912K -$231K -4,468 -20%
OPS
329
Orion Portfolio Solutions
Nebraska
$912K +$527K +10,172 +137%
NB
330
Northwest Bancshares
Pennsylvania
$876K -$14.2K -274 -2%
FP
331
Financial Perspectives
Minnesota
$871K -$21.9M -422,851 -96%
AIA
332
Angeles Investment Advisors
California
$870K – – –
AIA
333
Alera Investment Advisors
Illinois
$860K -$28.5K -550 -3%
LA
334
Latitude Advisors
Florida
$858K +$348K +6,716 +68%
KeyBank National Association
335
KeyBank National Association
Ohio
$857K -$12.3K -238 -1%
GA
336
GFS Advisors
Texas
$838K -$984 -19 -0.1%
WS
337
Wedbush Securities
California
$837K -$224K -4,338 -21%
GFPC
338
Global Financial Private Client
Florida
$822K +$432K +8,327 +111%
PWM
339
PBMares Wealth Management
Virginia
$821K +$83.8K +1,619 +11%
American Century Companies
340
American Century Companies
Missouri
$812K -$10.4M -200,154 -93%
ABC
341
Associated Banc-Corp
Wisconsin
$810K +$511K +9,871 +171%
DAS
342
Dynamic Advisor Solutions
Arizona
$793K +$793K +15,312 New
HCA
343
Harbour Capital Advisors
Virginia
$792K -$12.5K -242 -2%
ADL
344
Asset Dedication LLC
California
$792K +$126K +2,432 +19%
RIM
345
Rockbridge Investment Management
New York
$783K -$2.17K -42 -0.3%
GMA
346
Goldstein Munger & Associates
California
$781K – – –
FHC
347
First Heartland Consultants
Missouri
$769K +$191K +3,693 +33%
BCM
348
BTC Capital Management
Iowa
$758K – – –
SI
349
Stephens Inc
Arkansas
$749K -$199K -3,843 -21%
CFA
350
Cahill Financial Advisors
Minnesota
$749K +$392K +7,577 +110%
12 13
14
15 16