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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 %
OAM
401
Oppenheimer Asset Management
New York
$367K +$6.78K +133 +2%
KA
402
Kovack Advisors
Florida
$364K +$364K +7,148 New
PB
403
Pinnacle Bancorp
Nebraska
$362K -$2.09K -41 -0.6%
CFA
404
Cahill Financial Advisors
Minnesota
$351K +$351K +6,891 New
SFA
405
Sequoia Financial Advisors
Ohio
$350K +$764 +15 +0.2%
WSTAM
406
Wilbanks Smith & Thomas Asset Management
Virginia
$349K -$31K -609 -8%
W
407
Wealthquest
Ohio
$339K -$88.6K -1,739 -21%
UR
408
USCA RIA
Texas
$337K +$61.3K +1,203 +22%
AA
409
Ancora Advisors
Ohio
$335K +$335K +6,560 New
OFA
410
Oak Family Advisors
Illinois
$332K – – –
FHB
411
First Hawaiian Bank
Hawaii
$327K – – –
KFP
412
KB Financial Partners
New Jersey
$324K +$324K +6,365 New
KWM
413
Kingsview Wealth Management
Oregon
$320K -$13.3K -259 -4%
AFP
414
Ausdal Financial Partners
Iowa
$320K +$320K +6,280 New
LAS
415
Lloyd Advisory Services
Georgia
$316K -$1.78K -35 -0.6%
KPWG
416
KFA Private Wealth Group
Virginia
$314K – – –
TC
417
Tacita Capital
Ontario, Canada
$310K -$293K -5,750 -49%
KFI
418
Key Financial Inc
Pennsylvania
$304K – – –
TC
419
TAP Consulting
Missouri
$302K -$461K -9,054 -60%
SFM
420
Signet Financial Management
New Jersey
$300K +$18.9K +371 +7%
DSA
421
Droms Strauss Advisors
Missouri
$299K -$13.2K -258 -4%
CAM
422
Crestone Asset Management
Colorado
$298K +$41.9K +823 +16%
EWA
423
EP Wealth Advisors
California
$298K +$298K +5,844 New
WCM
424
Wealthcare Capital Management
Virginia
$293K +$293K +5,744 New
VM
425
VPR Management
Texas
$291K – – –
15 16
17
18 19