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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 %
EAM
351
Evanson Asset Management
California
$533K -$66.3K -1,302 -11%
AF
352
Alerus Financial
North Dakota
$530K – – –
BWM
353
Baystate Wealth Management
Massachusetts
$524K +$524K +10,287 New
PFA
354
Pinnacle Family Advisors
Missouri
$519K +$519K +10,178 New
TCMP
355
Thrive Capital Management (Pennsylvania)
Pennsylvania
$516K -$102K -1,996 -16%
PA
356
PFG Advisors
Arizona
$516K +$516K +10,133 New
NFP
357
Narus Financial Partners
Utah
$513K +$513K +10,068 New
OPCM
358
Osborne Partners Capital Management
California
$512K +$512K +10,050 New
IWM
359
IHT Wealth Management
Illinois
$511K +$154K +3,015 +43%
LA
360
Latitude Advisors
Florida
$511K +$220K +4,244 +76%
CWM
361
Cornerstone Wealth Management
Missouri
$508K +$508K +9,966 New
AWM
362
Avior Wealth Management
Nebraska
$498K -$29K -569 -5%
CSPIA
363
Cary Street Partners Investment Advisory
Virginia
$497K +$497K +9,751 New
WA
364
Wealth Architects
California
$495K – – –
CIBC Private Wealth Group
365
CIBC Private Wealth Group
Georgia
$484K – – –
RFC
366
Regions Financial Corp
Alabama
$475K +$475K +9,315 New
PIA
367
Perennial Investment Advisors
California
$475K +$475K +9,320 New
TA
368
Tiedemann Advisors
New York
$473K – – –
AAM
369
Autus Asset Management
Arizona
$472K +$40.8K +800 +9%
3LCM
370
3D/L Capital Management
Connecticut
$454K +$454K +8,914 New
GRP
371
Global Retirement Partners
California
$452K +$218K +4,272 +93%
QPWM
372
Quadrant Private Wealth Management
Pennsylvania
$451K +$451K +8,847 New
GIA
373
GHP Investment Advisors
Colorado
$444K +$35.2K +690 +9%
TA
374
TrueWealth Advisors
Alabama
$441K +$441K +8,536 New
F
375
F3Logic
Minnesota
$441K +$441K +8,661 New
13 14
15
16 17