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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
Envestnet Asset Management
Illinois
+$1.84B
2
BlackRock
BlackRock
New York
+$343M
3
LPL Financial
LPL Financial
California
+$321M
4
Morgan Stanley
Morgan Stanley
New York
+$287M
5
PAS
Park Avenue Securities
New York
+$209M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$615M
2
SS
Simplicity Solutions
Minnesota
-$67.3M
3
Jones Financial Companies
Jones Financial Companies
Missouri
-$63.9M
4
Natixis Advisors
Natixis Advisors
Massachusetts
-$23.4M
5
BSW
Buckingham Strategic Wealth
Missouri
-$12.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCWA
326
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$725K -$20.6K -404 -3%
CI
327
Conning Inc
Connecticut
$714K – – –
QC
328
QCM Cayman
Texas
$705K +$354K +6,946 +101%
CIBC World Market
329
CIBC World Market
Ontario, Canada
$686K +$61.1K +1,200 +10%
CFD
330
Creative Financial Designs
Indiana
$686K +$663K +13,025 +2,947%
MW
331
Marcum Wealth
Ohio
$682K +$682K +13,372 New
KFS
332
Kelly Financial Services
Massachusetts
$680K +$680K +13,347 New
FLPIM
333
F.L. Putnam Investment Management
Massachusetts
$676K – – –
PP
334
Prosperity Planning
Missouri
$669K +$326K +6,397 +95%
IA
335
IFG Advisory
Georgia
$665K +$91.6K +1,799 +16%
1IA
336
1834 Investment Advisors
Wisconsin
$662K -$571K -11,210 -46%
Deutsche Bank
337
Deutsche Bank
Germany
$658K +$306K +6,000 +87%
MPW
338
MA Private Wealth
California
$657K +$3.57K +70 +0.5%
ADL
339
Asset Dedication LLC
California
$656K -$123K -2,406 -16%
SC
340
SouthState Corp
Florida
$639K +$4.33K +85 +0.7%
LJAC
341
L.J. Altfest & Co
New York
$635K +$28.6K +562 +5%
OCM
342
One Capital Management
California
$627K -$28.8K -566 -4%
NWA
343
Navis Wealth Advisors
New York
$591K – – –
Vontobel Holding
344
Vontobel Holding
Switzerland
$586K +$206K +4,050 +54%
KM
345
Kalos Management
Georgia
$570K +$159K +2,996 +39%
FHC
346
First Heartland Consultants
Missouri
$569K +$569K +11,166 New
SIC
347
Samalin Investment Counsel
New York
$557K +$46.6K +914 +9%
SBH
348
Segall Bryant & Hamill
Illinois
$555K -$9.49K -186 -2%
LA
349
LVW Advisors
New York
$539K +$539K +10,568 New
BCI
350
Brinker Capital Investments
Pennsylvania
$534K +$157K +3,074 +42%
12 13
14
15 16