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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
$2.49B
2
Franklin Resources
Franklin Resources
California
$114M
3
BlackRock
BlackRock
New York
$477M
4
LPL Financial
LPL Financial
California
$450M
5
Morgan Stanley
Morgan Stanley
New York
$481M

Top Sellers

1
LOAMU
Lombard Odier Asset Management (USA)
New York
$18.9M
2
GM
Granger Management
New York
$0
3
FP
Financial Perspectives
Minnesota
$871K
4
Truist Financial
Truist Financial
North Carolina
$58.2M
5
GWM
Geneos Wealth Management
Colorado
$6.42M
Name Holding Trade Value Shares
Change 		Shares
Change %
MC
451
Middleton & Co
Massachusetts
$316K +$45.3K +875 +17%
Neuberger Berman Group
452
Neuberger Berman Group
New York
$312K +$312K +6,031 New
FCFC
453
First Citizens Financial Corp
Iowa
$310K +$310K +5,989 New
KFI
454
Key Financial Inc
Pennsylvania
$308K – – –
GW
455
GW & Wade
Massachusetts
$307K +$67.8K +1,310 +28%
DC
456
Davenport & Co
Virginia
$302K +$77.3K +1,491 +34%
GSEP
457
Golden State Equity Partners
California
$299K +$299K +5,774 New
VM
458
VPR Management
Texas
$295K – – –
LAS
459
Lloyd Advisory Services
Georgia
$293K -$28.1K -543 -9%
Fisher Asset Management
460
Fisher Asset Management
Washington
$292K +$292K +5,642 New
F
461
F3Logic
Minnesota
$291K -$158K -3,046 -35%
BWM
462
BCS Wealth Management
Tennessee
$289K +$9.82K +190 +4%
CCM
463
Covington Capital Management
California
$288K +$274K +5,285 +2,002%
CRWM
464
Castle Rock Wealth Management
California
$285K +$285K +5,441 New
WB
465
WesBanco Bank
West Virginia
$280K +$362 +7 +0.1%
CFS
466
CRA Financial Services
New Jersey
$279K – – –
TWP
467
Total Wealth Planning
Ohio
$277K – – –
FC
468
Ferris Capital
Massachusetts
$277K +$277K +5,354 New
CA
469
Continuum Advisory
Idaho
$276K +$276K +5,339 New
PO
470
Private Ocean
California
$259K -$22.4K -433 -8%
CW
471
CreativeOne Wealth
Kansas
$259K -$6.16K -119 -2%
HR
472
Hayden Royal
North Carolina
$255K +$7.1K +137 +3%
UWPG
473
Ullmann Wealth Partners Group
Florida
$252K +$1.35K +26 +0.5%
MI
474
Moneywise Inc
Virginia
$252K +$3.72K +72 +2%
AF
475
Allworth Financial
California
$251K +$1.55K +30 +0.6%
17 18
19
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