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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 %
HGWM
101
Horst & Graben Wealth Management
Oregon
$13.1M +$3.97M +76,685 +44%
DT
102
Diversified Trust
Tennessee
$13M +$33.3K +644 +0.3%
BRWA
103
B. Riley Wealth Advisors
Florida
$12.6M +$2.77M +53,478 +28%
WP
104
WealthShield Partners
North Carolina
$12.5M +$1.6M +30,986 +15%
OAP
105
One Advisory Partners
Kansas
$12.5M +$1.23M +23,858 +11%
BAAM
106
Baker Avenue Asset Management
California
$12.5M +$12.5M +241,158 New
VI
107
Vestcor Inc
New Brunswick, Canada
$12.5M – – –
VOYA Investment Management
108
VOYA Investment Management
Georgia
$12.4M +$5.25M +101,473 +74%
CS
109
Comerica Securities
Michigan
$12.2M +$1.98M +38,175 +19%
SL
110
SWMG LLC
Texas
$12.1M +$1.53M +29,620 +15%
VHAM
111
Van Hulzen Asset Management
California
$12M +$3.15M +60,780 +35%
CCM
112
Carlson Capital Management
Minnesota
$12M -$148K -2,866 -1%
SMG
113
Spectrum Management Group
Indiana
$11.8M +$1.81M +34,875 +18%
MAM
114
McLean Asset Management
Virginia
$11.7M +$41.5K +814 +0.4%
HIM
115
HawsGoodwin Investment Management
Tennessee
$11.6M +$1.16M +22,402 +11%
KIM
116
Karpus Investment Management
New York
$11.6M +$3.72M +71,835 +47%
BCM
117
Brookstone Capital Management
Illinois
$11.6M +$2.05M +39,509 +21%
Bank of Montreal
118
Bank of Montreal
Ontario, Canada
$11.5M +$348K +6,675 +3%
SWM
119
Southern Wealth Management
Texas
$11.2M +$3.81M +73,011 +52%
VFM
120
Vivid Financial Management
California
$10.9M +$3.18M +61,527 +42%
LWM
121
Liberty Wealth Management
California
$10.8M +$6.21M +119,917 +134%
HPC
122
Hobart Private Capital
North Carolina
$10.8M +$699K +13,497 +7%
BCA
123
Biltmore Capital Advisors
New Jersey
$10.6M +$2.29M +44,203 +27%
CAM
124
Crestone Asset Management
Colorado
$10.4M +$10.1M +195,000 +3,334%
V
125
Veritable
Delaware
$10.2M +$652K +12,591 +7%
3 4
5
6 7