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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 %
KPWG
601
KFA Private Wealth Group
Virginia
– -$314K -6,157 Closed
TC
602
TAP Consulting
Missouri
– -$302K -5,931 Closed
SFM
603
Signet Financial Management
New Jersey
– -$300K -5,891 Closed
EWA
604
EP Wealth Advisors
California
– -$298K -5,844 Closed
HAS
605
HBW Advisory Services
California
– -$255K -4,997 Closed
NS
606
Newman & Schimel
Illinois
– -$254K -4,990 Closed
PAM
607
Peak Asset Management
Colorado
– -$253K -4,968 Closed
TCM
608
Tufton Capital Management
Maryland
– -$242K -4,756 Closed
YIH
609
Y-Intercept (HK)
Hong Kong
– -$219K -4,272 Closed
ERWM
610
Elk River Wealth Management
Colorado
– -$208K -4,088 Closed
MHS
611
M Holdings Securities
Oregon
– -$201K -3,953 Closed
ADIM
612
Alpha DNA Investment Management
Maryland
– -$164K -3,218 Closed
Schroder Investment Management Group
613
Schroder Investment Management Group
United Kingdom
– -$52K -1,027 Closed
BSG
614
Black Swift Group
Colorado
– -$47K -914 Closed
GAM
615
Grandview Asset Management
Pennsylvania
– -$43K -853 Closed
EP
616
Eudaimonia Partners
Tennessee
– -$21K -415 Closed
EFSCE
617
Enterprise Financial Services Corp (EFSC)
Missouri
– -$12K -233 Closed
FP
618
Fiduciary Planning
Florida
– -$6K -114 Closed
PSB
619
Piscataqua Savings Bank
New Hampshire
– -$5K -106 Closed
LWA
620
Lenox Wealth Advisors
New York
– -$5K -92 Closed
MWM
621
Mascoma Wealth Management
New Hampshire
– -$3K -52 Closed
EI
622
Ellevest Inc
New York
– -$2K -32 Closed
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