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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
+$447M
2
Franklin Resources
Franklin Resources
California
+$107M
3
BlackRock
BlackRock
New York
+$104M
4
LPL Financial
LPL Financial
California
+$98.1M
5
Morgan Stanley
Morgan Stanley
New York
+$89.9M

Top Sellers

1
LOAMU
Lombard Odier Asset Management (USA)
New York
-$36.6M
2
GM
Granger Management
New York
-$27.1M
3
FP
Financial Perspectives
Minnesota
-$21.9M
4
Truist Financial
Truist Financial
North Carolina
-$14.4M
5
GWM
Geneos Wealth Management
Colorado
-$13.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
WF
176
Williams Financial
Vermont
$5.67M +$1.79M +34,519 +46%
CCA
177
Checchi Capital Advisers
California
$5.65M +$33.5K +647 +0.6%
FWP
178
Firethorn Wealth Partners
Georgia
$5.48M +$816K +15,764 +17%
RA
179
RFG Advisory
Alabama
$5.44M +$1.74M +33,538 +47%
AA
180
Advisory Alpha
Michigan
$5.37M -$210K -4,066 -4%
SCA
181
Snowden Capital Advisors
New York
$5.34M +$1.41M +27,320 +36%
GP
182
Girard Partners
Pennsylvania
$5.33M +$40.3K +779 +0.8%
SPAS
183
Spectrum Planning & Advisory Services
California
$5.32M +$1.29M +24,969 +32%
CWA
184
Clearview Wealth Advisors
Oregon
$5.13M +$836K +16,161 +19%
ZF
185
Zhang Financial
Michigan
$5.09M -$38.9K -752 -0.8%
TF
186
Trek Financial
Arizona
$5M +$851K +16,435 +21%
TWM
187
Tradition Wealth Management
Minnesota
$4.84M +$697K +13,473 +17%
PWM
188
Perigon Wealth Management
California
$4.81M +$2.34M +45,249 +95%
FAT
189
First American Trust
California
$4.8M -$298K -5,760 -6%
OWA
190
Outlook Wealth Advisors
Texas
$4.74M +$4.74M +91,659 New
IA
191
IFP Advisors
Florida
$4.65M +$2.98M +57,585 +179%
PAG
192
Private Advisor Group
New Jersey
$4.64M +$1.2M +23,133 +35%
FT
193
Fiduciary Trust
Massachusetts
$4.64M -$237K -4,586 -5%
RIA
194
Regal Investment Advisors
Michigan
$4.48M +$4.48M +86,618 New
FA
195
Fountainhead AM
New Jersey
$4.45M – – –
1WA
196
180 Wealth Advisors
Washington
$4.25M +$252K +4,818 +6%
FHA
197
First Horizon Advisors
Tennessee
$4.19M +$1.87M +36,096 +81%
KWM
198
Keebeck Wealth Management
Illinois
$4.18M +$1.14M +21,971 +37%
NWM
199
Northwest Wealth Management
Iowa
$4.16M +$158K +3,051 +4%
SWM
200
SigFig Wealth Management
California
$4.02M +$1.16M +22,387 +41%
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