EFV icon

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 %
SPIA
151
Steward Partners Investment Advisory
New York
$7.66M +$1.02M +19,754 +15%
AC
152
Apella Capital
Connecticut
$7.61M +$2.03M +39,226 +36%
CSPAM
153
Cary Street Partners Asset Management
Virginia
$7.59M -$1.17M -22,570 -13%
Mariner
154
Mariner
Kansas
$7.52M +$448K +8,662 +6%
ASN
155
Advisory Services Network
Georgia
$7.49M +$4.66M +90,086 +165%
MCIA
156
Mountain Capital Investment Advisors
Colorado
$7.48M +$2.32M +45,559 +45%
GCA
157
Greenwood Capital Associates
South Carolina
$7.12M +$94.3K +1,823 +1%
WFPG
158
Waller Financial Planning Group
Ohio
$6.99M -$6.73K -130 -0.1%
I
159
INVST
Indiana
$6.69M +$934K +18,319 +16%
DE
160
Day & Ennis
Georgia
$6.63M +$3.76M +72,609 +131%
FFN
161
Focus Financial Network
Minnesota
$6.56M +$4.11M +79,332 +167%
GWM
162
Geneos Wealth Management
Colorado
$6.42M -$13.5M -259,803 -68%
CC
163
Cassaday & Co
Virginia
$6.37M -$270K -5,211 -4%
QFA
164
Quattro Financial Advisors
Texas
$6.37M -$508K -9,871 -7%
AF
165
Advisornet Financial
Minnesota
$6.24M +$897K +17,325 +17%
Citadel Advisors
166
Citadel Advisors
Florida
$6.23M +$3.34M +64,624 +116%
SXL
167
Summit X LLC
Missouri
$6.18M +$582K +11,246 +10%
BHWM
168
Bay Harbor Wealth Management
Maryland
$6.07M +$1.29M +25,001 +27%
ICMP
169
Integrated Capital Management (Pennsylvania)
Pennsylvania
$5.83M +$193K +3,737 +3%
SWA
170
Stratos Wealth Advisors
Ohio
$5.83M +$3.52M +68,096 +153%
WA
171
Wealth Alliance
New York
$5.81M +$1.98M +38,261 +52%
NL
172
NWAM LLC
Washington
$5.81M +$131K +2,536 +2%
FMP
173
Financial Management Professionals
Texas
$5.79M +$5.79M +111,820 New
DC
174
Derby & Company
Massachusetts
$5.77M +$431K +8,326 +8%
MA
175
Mutual Advisors
Nebraska
$5.74M +$4.73M +91,329 +469%
5 6
7
8 9