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
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 %
TFF
376
The Family Firm
Maryland
$440K -$29.8K -584 -6%
FFA
377
Fragasso Financial Advisors
Pennsylvania
$440K +$1.07K +21 +0.2%
CA
378
Clearstead Advisors
Ohio
$436K +$35.5K +696 +9%
NAM
379
NTV Asset Management
West Virginia
$436K +$436K +8,550 New
AFAS
380
Acorn Financial Advisory Services
Virginia
$434K -$1.59M -30,873 -79%
RCAG
381
Rehmann Capital Advisory Group
Michigan
$434K +$434K +8,506 New
OFG
382
OmniStar Financial Group
North Carolina
$433K +$433K +8,498 New
A
383
AdvicePeriod
California
$425K +$50.6K +993 +14%
LIM
384
Leavell Investment Management
Alabama
$425K +$52.5K +1,030 +14%
MWM
385
Mission Wealth Management
California
$421K +$30.8K +604 +8%
CG
386
Colony Group
Massachusetts
$418K -$137K -2,693 -25%
GLLW
387
Graves Light Lenhart Wealth
Virginia
$417K +$297K +5,818 +246%
CFFP
388
Center for Financial Planning
Michigan
$414K – – –
MAS
389
Madden Advisory Services
Florida
$406K -$65.9K -1,292 -14%
FDCDDQ
390
Federation des caisses Desjardins du Quebec
Quebec, Canada
$398K – – –
CAPTRUST Financial Advisors
391
CAPTRUST Financial Advisors
North Carolina
$397K +$340K +6,681 +599%
TP
392
Tranquility Partners
Tennessee
$393K – – –
VWA
393
V Wealth Advisors
Kansas
$391K +$391K +7,667 New
GFPC
394
Global Financial Private Client
Florida
$386K +$386K +7,517 New
FWIA
395
Fort Washington Investment Advisors
Ohio
$380K – – –
OPS
396
Orion Portfolio Solutions
Nebraska
$380K +$380K +7,447 New
Allianz Asset Management
397
Allianz Asset Management
Germany
$378K -$831K -16,290 -69%
UFA
398
US Financial Advisors
Massachusetts
$377K -$52.6K -1,030 -12%
BDF
399
Balasa Dinverno & Foltz
$375K – – –
CAM
400
Campion Asset Management
Virginia
$370K +$370K +7,250 New
14 15
16
17 18