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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 %
TA
376
TrueWealth Advisors
Alabama
$624K +$183K +3,529 +41%
NWA
377
Navis Wealth Advisors
New York
$610K +$9.94K +192 +2%
1WM
378
1900 Wealth Management
Texas
$610K +$610K +11,791 New
AWM
379
Avior Wealth Management
Nebraska
$600K +$94.2K +1,823 +19%
OPCM
380
Osborne Partners Capital Management
California
$596K +$76K +1,468 +15%
3LCM
381
3D/L Capital Management
Connecticut
$596K +$135K +2,601 +29%
IWM
382
IHT Wealth Management
Illinois
$593K +$74K +1,430 +14%
CIP
383
Cornerstone Investment Partners
Georgia
$588K +$588K +11,356 New
OCM
384
One Capital Management
California
$574K -$62.2K -1,204 -10%
ACP
385
Aveo Capital Partners
Colorado
$574K +$574K +11,082 New
HA
386
HYA Advisors
Missouri
$570K +$570K +11,013 New
PFA
387
Pinnacle Family Advisors
Missouri
$552K +$25.4K +491 +5%
LA
388
LVW Advisors
New York
$547K – – –
GLLW
389
Graves Light Lenhart Wealth
Virginia
$546K +$123K +2,371 +29%
EAM
390
Evanson Asset Management
California
$542K +$104 +2 +0%
WI
391
WrapManager Inc
California
$541K +$263K +5,080 +95%
AF
392
Alerus Financial
North Dakota
$539K – – –
PIA
393
Perennial Investment Advisors
California
$537K +$55K +1,064 +11%
GRP
394
Global Retirement Partners
California
$534K +$74.5K +1,438 +16%
SBH
395
Segall Bryant & Hamill
Illinois
$518K -$44.4K -859 -8%
CAM
396
Campion Asset Management
Virginia
$513K +$138K +2,665 +37%
A
397
AdvicePeriod
California
$506K +$74.7K +1,445 +17%
Susquehanna International Group
398
Susquehanna International Group
Pennsylvania
$500K -$1.9M -36,701 -79%
CWM
399
Cornerstone Wealth Management
Missouri
$500K -$15.8K -305 -3%
CIBC Private Wealth Group
400
CIBC Private Wealth Group
Georgia
$492K – – –
14 15
16
17 18