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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
1
Envestnet Asset Management
Illinois
$2.01B
2
BlackRock
2
BlackRock
New York
$368M
3
LPL Financial
3
LPL Financial
California
$347M
4
Morgan Stanley
4
Morgan Stanley
New York
$385M
5
PAS
5
Park Avenue Securities
New York
$229M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$283M
2
SS
2
Simplicity Solutions
Minnesota
$4.13M
3
Jones Financial Companies
3
Jones Financial Companies
Missouri
$1.58B
4
Natixis Advisors
4
Natixis Advisors
Massachusetts
$201M
5
BSW
5
Buckingham Strategic Wealth
Missouri
$18.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Ameriprise
26
Ameriprise
Minnesota
$72.9M -$4.43M -88,920 -6%
Truist Financial
27
Truist Financial
North Carolina
$71.4M +$10.1M +198,724 +17%
PPA
28
Parametric Portfolio Associates
Washington
$70.8M +$70.8M +1,389,523 New
RIG
29
RiverFront Investment Group
Virginia
$68.3M +$38.9M +762,442 +132%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$66.1M +$7.69M +150,901 +13%
UBS Group
31
UBS Group
Switzerland
$62.6M +$26.5M +518,952 +73%
LOAMU
32
Lombard Odier Asset Management (USA)
New York
$54.6M +$54.6M +1,071,800 New
Thrivent Financial for Lutherans
33
Thrivent Financial for Lutherans
Minnesota
$54.5M +$54.5M +639,365 New
AL
34
Aspiriant LLC
California
$52M -$918K -18,020 -2%
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$49.9M +$37M +725,289 +287%
SC
36
Savant Capital
Illinois
$48M +$1.66M +32,503 +4%
AI
37
Accredited Investors
Minnesota
$47.4M +$47.4M +929,638 New
Bank of New York Mellon
38
Bank of New York Mellon
New York
$46.2M +$43.1M +845,319 +1,405%
RJA
39
Raymond James & Associates
Florida
$43.5M +$26M +509,837 +148%
JPMorgan Chase & Co
40
JPMorgan Chase & Co
New York
$40.2M +$2.22M +43,507 +6%
FSWA
41
Financial Synergies Wealth Advisors
Texas
$39.9M +$838K +16,440 +2%
TAIM
42
TD Ameritrade Investment Management
Nebraska
$38.7M – – –
SCM
43
SCS Capital Management
Massachusetts
$36.8M -$8.13M -159,445 -18%
RC
44
Rinet Company
Massachusetts
$35.4M +$1.25M +24,579 +4%
WP
45
WealthSource Partners
California
$30.6M +$30.6M +599,580 New
Fifth Third Bancorp
46
Fifth Third Bancorp
Ohio
$28.9M -$868K -17,028 -3%
AI
47
Atria Investments
North Carolina
$28.4M +$22.9M +450,232 +423%
HighTower Advisors
48
HighTower Advisors
Illinois
$27.5M +$17.7M +347,504 +181%
FWP
49
FAS Wealth Partners
Kansas
$27.3M +$1.6M +31,402 +6%
GM
50
Granger Management
New York
$27.1M -$51 -1 -0%
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