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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
1
Envestnet Asset Management
Illinois
$2.49B
2
Franklin Resources
2
Franklin Resources
California
$114M
3
BlackRock
3
BlackRock
New York
$477M
4
LPL Financial
4
LPL Financial
California
$450M
5
Morgan Stanley
5
Morgan Stanley
New York
$481M

Top Sellers

1
LOAMU
1
Lombard Odier Asset Management (USA)
New York
$18.9M
2
GM
2
Granger Management
New York
$0
3
FP
3
Financial Perspectives
Minnesota
$871K
4
Truist Financial
4
Truist Financial
North Carolina
$58.2M
5
GWM
5
Geneos Wealth Management
Colorado
$6.42M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJT
476
Raymond James Trust
Florida
$246K +$1.09K +21 +0.4%
SF
477
Synovus Financial
Georgia
$246K +$246K +4,755 New
MFT
478
Moisand Fitzgerald Tamayo
Florida
$231K -$4.03K -78 -2%
TC
479
Trilogy Capital
California
$231K +$1.52K +29 +0.7%
MCM
480
MAI Capital Management
Ohio
$231K +$6.79K +131 +3%
RG
481
Retirement Group
California
$231K +$185K +3,577 +406%
MHIC
482
Marble Harbor Investment Counsel
Massachusetts
$228K – – –
FWP
483
Falcon Wealth Planning
California
$225K +$12.8K +247 +6%
SWP
484
Stratos Wealth Partners
Ohio
$225K +$225K +4,340 New
BWA
485
BDO Wealth Advisors
Florida
$223K – – –
C
486
Certuity
Florida
$220K +$220K +4,250 New
PGFC
487
Peapack-Gladstone Financial Corp
New Jersey
$218K +$218K +4,214 New
BCI
488
Brinker Capital Investments
Pennsylvania
$217K -$325K -6,281 -60%
CTC
489
Central Trust Company
Missouri
$217K +$29.1K +562 +15%
AIC
490
Ameritas Investment Company
Nebraska
$213K -$12.6M -2,013 -98%
GFS
491
GYL Financial Synergies
Connecticut
$212K – – –
GG
492
Gofen & Glossberg
Illinois
$205K +$205K +3,959 New
PCA
493
Personal Capital Advisors
California
$203K -$26K -503 -11%
SS
494
Simplicity Solutions
Minnesota
$202K -$3.99M -77,073 -95%
MOS
495
MGO One Seven
Ohio
$202K +$202K +3,897 New
LFS
496
Lutz Financial Services
Nebraska
$201K +$201K +3,876 New
PFS
497
Prospera Financial Services
Texas
$200K +$200K +3,861 New
AssetMark Inc
498
AssetMark Inc
California
$194K +$44.6K +862 +30%
TLFA
499
True Link Financial Advisors
California
$178K +$17.7K +342 +11%
EBA
500
Eagle Bay Advisors
New York
$160K +$160K +3,083 New
18 19
20
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