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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 %
Stifel Financial
51
Stifel Financial
Missouri
$31.7M +$6.57M +126,859 +26%
BSW
52
Buckingham Strategic Wealth
Missouri
$31.3M +$12.6M +243,718 +67%
KAS
53
Kestra Advisory Services
Texas
$31.1M +$7.84M +151,452 +34%
FWP
54
FAS Wealth Partners
Kansas
$29.4M +$1.71M +33,105 +6%
EWM
55
Empirical Wealth Management
Washington
$29.3M +$5M +96,538 +21%
Fifth Third Bancorp
56
Fifth Third Bancorp
Ohio
$28.7M -$730K -14,104 -2%
HighTower Advisors
57
HighTower Advisors
Illinois
$28M +$106K +2,046 +0.4%
BFPW
58
BOK Financial Private Wealth
Colorado
$26.8M -$22.4K -433 -0.1%
SFS
59
Summit Financial Strategies
Ohio
$26.6M +$9.53M +184,189 +56%
SP
60
Symmetry Partners
Connecticut
$26.5M +$880K +17,006 +3%
PSUF
61
People's United Financial
Connecticut
$25.4M -$557K -10,760 -2%
EWA
62
Exencial Wealth Advisors
Oklahoma
$25.3M +$14.9K +287 +0.1%
HFA
63
High Falls Advisors
New York
$24.7M +$11.8M +227,651 +91%
PFA
64
Pettinga Financial Advisors
Indiana
$24.6M +$2.88M +55,727 +13%
IDA
65
Intelligence Driven Advisers
California
$24.1M +$24.1M +466,560 New
Northwestern Mutual Wealth Management
66
Northwestern Mutual Wealth Management
Wisconsin
$22.6M +$12.1M +233,933 +116%
Cambridge Investment Research Advisors
67
Cambridge Investment Research Advisors
Iowa
$22.4M +$7.74M +149,613 +53%
CFG
68
Cooper Financial Group
California
$21.9M +$4.24M +81,891 +24%
IWP
69
Icon Wealth Partners
Texas
$21.4M +$4.2M +81,102 +24%
EA
70
Efficient Advisors
Ohio
$21M -$292K -5,643 -1%
PFG
71
PAX Financial Group
Texas
$20.5M +$6.37M +123,016 +45%
Cetera Investment Advisers
72
Cetera Investment Advisers
Illinois
$20M +$5.72M +110,532 +40%
SHJ
73
Sharkey, Howes & Javer
Colorado
$19.8M +$5.25M +101,360 +36%
FIA
74
Foundations Investment Advisors
Arizona
$19.6M +$7.42M +142,591 +61%
SW
75
SteelPeak Wealth
California
$19.5M +$6.84M +132,167 +54%
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