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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 %
TCM
526
Tradewinds Capital Management
Washington
$65K – – –
AW
527
Avion Wealth
Texas
$63K +$156 +3 +0.2%
MPWT
528
MassMutual Private Wealth & Trust
Connecticut
$63K +$58.4K +1,131 +1,271%
WT
529
Whittier Trust
California
$62K – – –
AWA
530
Arkadios Wealth Advisors
Georgia
$57K +$25.4K +495 +80%
FCM
531
Firestone Capital Management
Florida
$56K -$115K -2,227 -67%
EPM
532
Elm Partners Management
Pennsylvania
$55K -$1.81K -35 -3%
IA
533
IAM Advisory
Pennsylvania
$55K +$55K +1,062 New
GCA
534
Genesee Capital Advisors
New York
$55K +$55K +1,062 New
CIAS
535
Capital Investment Advisory Services
North Carolina
$54K -$3.43K -66 -6%
TWA
536
TCI Wealth Advisors
Arizona
$54K +$23.3K +449 +76%
HFA
537
HC Financial Advisors
California
$52K – – –
GEA
538
Glen Eagle Advisors
New Jersey
$49.2K – – –
MAM
539
Meeder Asset Management
Ohio
$46K +$2.14K +41 +5%
GI
540
Gradient Investments
Minnesota
$44K +$8.91K +173 +25%
JFA
541
JNBA Financial Advisors
Minnesota
$36K – – –
KTC
542
Kistler-Tiffany Companies
Pennsylvania
$35K +$35K +680 New
PIA
543
Powell Investment Advisors
Florida
$34K +$566 +11 +2%
HFS
544
Horizon Financial Services
North Carolina
$33K +$33K +647 New
TFM
545
TFC Financial Management
Massachusetts
$29K +$29K +560 New
AFG
546
Albion Financial Group
Utah
$28K +$28K +535 New
RCM
547
Robinson Capital Management
Michigan
$27K +$27K +525 New
IHWM
548
Iron Horse Wealth Management
Iowa
$27K +$27K +525 New
PWA
549
Phoenix Wealth Advisors
North Carolina
$24K +$24K +457 New
EBSAM
550
Eubel Brady & Suttman Asset Management
Ohio
$24K +$24K +475 New
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