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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
Envestnet Asset Management
Illinois
$2.49B
2
Franklin Resources
Franklin Resources
California
$114M
3
BlackRock
BlackRock
New York
$477M
4
LPL Financial
LPL Financial
California
$450M
5
Morgan Stanley
Morgan Stanley
New York
$481M

Top Sellers

1
LOAMU
Lombard Odier Asset Management (USA)
New York
$18.9M
2
GM
Granger Management
New York
$0
3
FP
Financial Perspectives
Minnesota
$871K
4
Truist Financial
Truist Financial
North Carolina
$58.2M
5
GWM
Geneos Wealth Management
Colorado
$6.42M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
126
Spire Wealth Management
Virginia
$9.99M +$2.45M +47,384 +33%
CAN
127
Cetera Advisor Networks
California
$9.5M +$7.71M +148,960 +432%
PWA
128
Physician Wealth Advisors
Utah
$9.49M +$2.31M +45,157 +32%
MGIA
129
Moneta Group Investment Advisors
Missouri
$9.43M +$259K +5,005 +3%
APW
130
Austin Private Wealth
Texas
$9.32M +$1.52M +29,375 +19%
BPA
131
Beacon Pointe Advisors
California
$9.28M +$8.15M +157,370 +719%
IFA
132
Interactive Financial Advisors
Illinois
$9.24M -$845K -16,335 -8%
C1AG
133
Client 1st Advisory Group
Florida
$9.22M +$6.66M +128,587 +260%
SB
134
Strategic Blueprint
Georgia
$9.2M +$3.65M +70,494 +66%
ACA
135
Atlas Capital Advisors
Wyoming
$9.13M +$3.13M +60,411 +52%
PP
136
PrairieView Partners
Minnesota
$9.12M -$147K -2,846 -2%
Principal Financial Group
137
Principal Financial Group
Iowa
$9.01M +$772K +14,913 +9%
Mercer Global Advisors
138
Mercer Global Advisors
Colorado
$8.92M +$958K +18,512 +12%
SFG
139
StrategIQ Financial Group
Indiana
$8.75M +$437K +8,435 +5%
Citigroup
140
Citigroup
New York
$8.67M -$523K -10,103 -6%
EH
141
Equitable Holdings
New York
$8.67M +$1.62M +31,345 +23%
SCA
142
STALEY CAPITAL ADVISERS
Pennsylvania
$8.52M +$620K +11,980 +8%
EL
143
EQ LLC
Washington
$8.49M +$691K +13,452 +9%
AWA
144
Arete Wealth Advisors
Illinois
$8.43M +$1.17M +26,009 +16%
T
145
TRUADVICE
Florida
$8.38M +$3.14M +60,893 +60%
SAMC
146
Spectrum Asset Management (California)
California
$8.35M +$579K +11,190 +7%
FA
147
FDx Advisors
Illinois
$8.33M -$616K -11,903 -7%
OWA
148
One Wealth Advisors
California
$8.03M +$3.28M +63,363 +69%
CWP
149
Corepath Wealth Partners
Arizona
$7.77M +$536K +10,272 +7%
FCA
150
FLC Capital Advisors
California
$7.73M +$2.45M +47,360 +46%
4 5
6
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