EFV icon

iShares MSCI EAFE Value ETF
EFV

Overview Fund Activity

560 hedge funds and large institutions have $10.8B invested in iShares MSCI EAFE Value ETF in 2021 Q1 according to their latest regulatory filings, with 183 funds opening new positions, 193 increasing their positions, 106 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
560
Holders Change
+156
Holders Change %
+38.61%
% of All Funds
9.86%
Holding in Top 10
60
Holding in Top 10 Change
+29
Holding in Top 10 Change %
+93.55%
% of All Funds
1.06%
New
183
Increased
193
Reduced
106
Closed
24
Calls
$210K
Puts
$387K
Net Calls
-$177K
Net Calls Change
-$200K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$2.01B
2
BlackRock
2
BlackRock
New York
$368M
3
LPL Financial
3
LPL Financial
California
$347M
4
Morgan Stanley
4
Morgan Stanley
New York
$385M
5
PAS
5
Park Avenue Securities
New York
$229M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$283M
2
SS
2
Simplicity Solutions
Minnesota
$4.13M
3
Jones Financial Companies
3
Jones Financial Companies
Missouri
$1.58B
4
Natixis Advisors
4
Natixis Advisors
Massachusetts
$201M
5
BSW
5
Buckingham Strategic Wealth
Missouri
$18.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
WPWM
251
Windward Private Wealth Management
Kansas
$1.9M -$163K -3,207 -8%
BUB
252
BBVA USA Bancshares
Texas
$1.89M -$146K -2,858 -7%
PPP
253
Private Portfolio Partners
New Jersey
$1.86M +$1.86M +36,566 New
SPC
254
Sigma Planning Corp
Michigan
$1.84M +$1.84M +36,109 New
NHC
255
Nicholas Hoffman & Company
Georgia
$1.82M +$5.96K +117 +0.3%
Creative Planning
256
Creative Planning
Kansas
$1.82M +$521K +10,219 +40%
SFS
257
Sowell Financial Services
Arkansas
$1.8M +$1.79M +33,654 +21,300%
MGI
258
MayTech Global Investments
New York
$1.78M – – –
CAN
259
Cetera Advisor Networks
California
$1.76M +$1.22M +24,032 +229%
ANTB
260
AMG National Trust Bank
Colorado
$1.75M +$1.48M +28,953 +533%
APA
261
American Portfolios Advisors
New York
$1.7M +$1.19M +23,319 +234%
NCM
262
Neumann Capital Management
California
$1.64M -$30.6K -600 -2%
IA
263
IFP Advisors
Florida
$1.64M +$1.51M +29,643 +1,162%
LFAS
264
Level Four Advisory Services
Texas
$1.6M +$1.6M +31,388 New
VC
265
Veracity Capital
Georgia
$1.6M +$1.6M +31,410 New
BAM
266
Belpointe Asset Management
Nevada
$1.59M +$1.59M +31,247 New
CF
267
Centaurus Financial
California
$1.58M +$1.58M +30,898 New
AWE
268
Avidian Wealth Enterprises
Texas
$1.57M +$1.57M +30,855 New
TC
269
TownSquare Capital
Utah
$1.52M +$127K +2,489 +9%
FAIM
270
Financial Advocates Investment Management
Washington
$1.45M +$1.45M +28,344 New
AIM
271
Alhambra Investment Management
Florida
$1.45M +$1.45M +28,347 New
Financial Engines Advisors
272
Financial Engines Advisors
California
$1.4M -$20.6K -404 -1%
CL
273
CSS LLC
Illinois
$1.4M +$1.4M +27,500 New
BFEC
274
Benjamin F. Edwards & Company
Missouri
$1.39M +$1.26M +24,747 +997%
VFA
275
Valeo Financial Advisors
Indiana
$1.38M – – –
9 10
11
12 13