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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 %
GTAM
576
Global Trust Asset Management
Florida
$5K – – –
FRA
577
Front Row Advisors
California
$5K – – –
LWANC
578
Laurel Wealth Advisors (North Carolina)
North Carolina
$4K – – –
TAM
579
Tucker Asset Management
Colorado
$3.26K – – –
BCA
580
Bray Capital Advisors
Florida
$3K – – –
CAAS
581
Capital Asset Advisory Services
Michigan
$3K – – –
BWL
582
Bogart Wealth LLC
Virginia
$3K – – –
SSC
583
Syverson Strege & Co
Iowa
$2K -$6.94K -118 -78%
CFA
584
Carroll Financial Associates
North Carolina
$2K – – –
APWA
585
Atlas Private Wealth Advisors
New Jersey
$2K – – –
NFSG
586
Newbridge Financial Services Group
Florida
$2K +$48 +1 +2%
CPFP
587
Clear Perspectives Financial Planning
Ohio
$2K +$2K +32 New
AA
588
Addison Advisors
Vermont
$2K +$2K +42 New
WIM
589
Westside Investment Management
California
$1.67K +$229 +4,425 +16%
GWSG
590
GPS Wealth Strategies Group
Colorado
$1K – – –
FWM
591
Focused Wealth Management
New York
$1K +$40 +1 +4%
CDIA
592
Capital Directions Investment Advisors
Georgia
$1K +$1K +20 New
JCM
593
Jacobi Capital Management
Pennsylvania
$1K +$1K +24 New
ED
594
Exane Derivatives
France
$311 -$123K -2,371 -100%
GM
595
Granger Management
New York
– -$27.1M -531,689 Closed
SFSG
596
Sound Financial Strategies Group
Mississippi
– -$8.65M -169,730 Closed
PWAG
597
Polaris Wealth Advisory Group
California
– -$3.39M -65,312 Closed
VFA
598
Valeo Financial Advisors
Indiana
– -$1.38M -27,101 Closed
UFA
599
US Financial Advisors
Massachusetts
– -$377K -7,388 Closed
W
600
Wealthquest
Ohio
– -$339K -6,651 Closed
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