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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 %
GWMIA
201
Global Wealth Management Investment Advisory
Florida
$3.91M -$500K -9,659 -11%
WA
202
Wilshire Advisors
California
$3.89M -$2.4M -46,284 -38%
MIAN
203
Mariner Independent Advisor Network
Kansas
$3.85M +$1.92M +37,032 +99%
CA
204
Cetera Advisors
Colorado
$3.84M +$1.35M +26,123 +54%
WAP
205
Wealthcare Advisory Partners
Pennsylvania
$3.77M +$6.52K +126 +0.2%
ERSOT
206
Employees Retirement System of Texas
Texas
$3.73M -$8.85M -171,000 -70%
PFP
207
Pinnacle Financial Partners
Tennessee
$3.7M +$417K +8,056 +13%
PWA
208
Pinnacle Wealth Advisors
Tennessee
$3.7M +$3.7M +71,515 New
MAS
209
Managed Account Services
Florida
$3.6M +$113K +2,182 +3%
PFGIA
210
Patriot Financial Group Insurance Agency
Massachusetts
$3.54M +$1.24M +24,005 +54%
VWM
211
Venturi Wealth Management
Texas
$3.54M +$156K +3,012 +5%
MYIA
212
Mount Yale Investment Advisors
Colorado
$3.53M +$345K +6,669 +11%
SIA
213
Stegner Investment Associates
Kentucky
$3.53M -$16.4K -317 -0.5%
GT
214
Greenleaf Trust
Michigan
$3.44M +$56.1K +1,084 +2%
SWA
215
Sax Wealth Advisors
New Jersey
$3.42M +$28.4K +548 +0.8%
SCM
216
SOL Capital Management
Maryland
$3.4M -$7.51K -145 -0.2%
NP
217
NorthRock Partners
Minnesota
$3.39M -$6.55M -126,498 -66%
FEG
218
Fund Evaluation Group
Ohio
$3.34M -$666K -12,873 -17%
RFN
219
RDA Financial Network
Iowa
$3.32M -$13K -252 -0.4%
CWM
220
Cranbrook Wealth Management
Michigan
$3.32M -$139K -2,693 -4%
BOS
221
Bingham Osborn & Scarborough
California
$3.32M +$91.2K +1,762 +3%
CL
222
CSS LLC
Illinois
$3.31M +$1.89M +36,500 +133%
CB
223
Commerce Bank
Missouri
$3.29M +$143K +2,772 +5%
DCM
224
Disciplina Capital Management
Tennessee
$3.22M -$653K -12,608 -17%
CAM
225
Concorde Asset Management
Michigan
$3.15M +$562K +10,857 +22%
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