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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 %
PCA
451
Personal Capital Advisors
California
$226K +$226K +4,427 New
MHIC
452
Marble Harbor Investment Counsel
Massachusetts
$225K – – –
TC
453
Trilogy Capital
California
$224K +$224K +4,393 New
DC
454
Davenport & Co
Virginia
$221K +$221K +4,336 New
BWA
455
BDO Wealth Advisors
Florida
$220K +$8.56K +168 +4%
MCM
456
MAI Capital Management
Ohio
$220K +$220K +4,324 New
ESB
457
Essex Savings Bank
Connecticut
$219K – – –
YIH
458
Y-Intercept (HK)
Hong Kong
$219K +$219K +4,272 New
FWP
459
Falcon Wealth Planning
California
$209K +$209K +4,094 New
GFS
460
GYL Financial Synergies
Connecticut
$209K +$209K +4,098 New
GSWM
461
Golden State Wealth Management
California
$209K +$209K +4,108 New
ERWM
462
Elk River Wealth Management
Colorado
$208K +$208K +4,088 New
ABC
463
Associated Banc-Corp
Wisconsin
$206K – – –
MHS
464
M Holdings Securities
Oregon
$201K +$201K +3,953 New
SMA
465
Sage Mountain Advisors
Georgia
$195K +$195K +3,825 New
CTC
466
Central Trust Company
Missouri
$185K +$2.96K +58 +2%
FCM
467
Firestone Capital Management
Florida
$169K +$74.4K +1,455 +79%
ADIM
468
Alpha DNA Investment Management
Maryland
$164K +$164K +3,218 New
TLFA
469
True Link Financial Advisors
California
$158K +$158K +3,106 New
AssetMark Inc
470
AssetMark Inc
California
$147K +$3.51K +69 +2%
SFC
471
SYM Financial Corp
Indiana
$129K -$15.4K -303 -11%
ED
472
Exane Derivatives
France
$121K +$121K +2,377 New
PA
473
Parallel Advisors
California
$114K +$105K +2,066 +1,194%
CAL
474
Capital Analysts LLC
Pennsylvania
$110K – – –
FA
475
Faithward Advisors
Pennsylvania
$108K +$108K +2,115 New
17 18
19
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