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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 %
WFC
426
Western Financial Corp
California
$285K +$285K +5,594 New
LF
427
Lantz Financial
Illinois
$281K +$281K +5,517 New
PO
428
Private Ocean
California
$277K +$277K +5,436 New
BWM
429
BCS Wealth Management
Tennessee
$275K -$20.5K -402 -7%
CFS
430
CRA Financial Services
New Jersey
$275K – – –
WB
431
WesBanco Bank
West Virginia
$275K +$275K +5,411 New
WI
432
WrapManager Inc
California
$274K +$12.3K +242 +5%
TWP
433
Total Wealth Planning
Ohio
$273K -$2.14K -42 -0.8%
MC
434
Middleton & Co
Massachusetts
$266K -$44.5K -875 -14%
CW
435
CreativeOne Wealth
Kansas
$261K +$261K +5,120 New
MFG
436
Magnus Financial Group
New York
$260K +$260K +5,105 New
BFA
437
Beacon Financial Advisory
Ohio
$259K +$259K +5,083 New
HAS
438
HBW Advisory Services
California
$255K +$255K +4,997 New
NS
439
Newman & Schimel
Illinois
$254K – – –
PAM
440
Peak Asset Management
Colorado
$253K +$253K +4,968 New
HWMA
441
Heritage Wealth Management (Arizona)
Arizona
$247K +$247K +4,840 New
UWPG
442
Ullmann Wealth Partners Group
Florida
$246K -$1.63K -32 -0.7%
AF
443
Allworth Financial
California
$246K +$1.17K +23 +0.5%
MI
444
Moneywise Inc
Virginia
$245K – – –
OIA
445
OneDigital Investment Advisors
Kansas
$245K +$6.98K +137 +3%
HR
446
Hayden Royal
North Carolina
$244K +$244K +4,787 New
TCM
447
Tufton Capital Management
Maryland
$242K -$52.2K -1,026 -18%
RJT
448
Raymond James Trust
Florida
$242K +$242K +4,736 New
GW
449
GW & Wade
Massachusetts
$236K +$236K +4,625 New
MFT
450
Moisand Fitzgerald Tamayo
Florida
$232K -$2.3K -45 -1%
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