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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 %
Bessemer Group
401
Bessemer Group
New Jersey
$482K -$855K -16,527 -64%
RFC
402
Regions Financial Corp
Alabama
$482K – – –
AAM
403
Autus Asset Management
Arizona
$464K -$15.5K -300 -3%
OIA
404
OneDigital Investment Advisors
Kansas
$464K +$215K +4,155 +86%
RCAG
405
Rehmann Capital Advisory Group
Michigan
$463K +$31.5K +621 +7%
GVAG
406
Great Valley Advisor Group
Delaware
$456K +$456K +8,811 New
SAM
407
Strategy Asset Managers
California
$453K +$453K +8,750 New
FFA
408
Fragasso Financial Advisors
Pennsylvania
$452K +$5.23K +101 +1%
TFF
409
The Family Firm
Maryland
$449K +$2.12K +41 +0.5%
BDF
410
Balasa Dinverno & Foltz
$442K +$61.3K +1,185 +16%
MWM
411
Mission Wealth Management
California
$434K +$6.62K +128 +2%
ESB
412
Essex Savings Bank
Connecticut
$426K +$186K +3,460 +78%
LIM
413
Leavell Investment Management
Alabama
$425K – – –
HWMA
414
Heritage Wealth Management (Arizona)
Arizona
$422K +$172K +3,319 +69%
CFFP
415
Center for Financial Planning
Michigan
$421K – – –
AA
416
Ancora Advisors
Ohio
$419K +$79.5K +1,537 +23%
GIA
417
GHP Investment Advisors
Colorado
$415K -$35.7K -690 -8%
AP
418
Advisors Preferred
Maryland
$415K +$415K +7,991 New
OAM
419
Oppenheimer Asset Management
New York
$410K +$37.9K +732 +10%
PCIA
420
Prime Capital Investment Advisors
Kansas
$406K +$406K +7,840 New
FDCDDQ
421
Federation des caisses Desjardins du Quebec
Quebec, Canada
$406K +$1.92K +37 +0.5%
GSWM
422
Golden State Wealth Management
California
$404K +$191K +3,689 +90%
SIC
423
Samalin Investment Counsel
New York
$402K -$164K -3,169 -29%
MAS
424
Madden Advisory Services
Florida
$399K -$13.4K -258 -3%
TP
425
Tranquility Partners
Tennessee
$399K – – –
15 16
17
18 19