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

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$283M
2
SS
Simplicity Solutions
Minnesota
$4.13M
3
Jones Financial Companies
Jones Financial Companies
Missouri
$1.58B
4
Natixis Advisors
Natixis Advisors
Massachusetts
$201M
5
BSW
Buckingham Strategic Wealth
Missouri
$18.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIC
476
Ameritas Investment Company
Nebraska
$104K +$104K +2,047 New
LCM
477
Logan Capital Management
Pennsylvania
$104K +$104K +2,040 New
ME
478
McIlrath & Eck
Washington
$97K – – –
MIM
479
Macroview Investment Management
Maryland
$90K +$90K +1,760 New
EVM
480
Eaton Vance Management
Massachusetts
$85K +$85K +1,660 New
BA
481
Ballast Advisors
Minnesota
$84K -$39.5K -776 -32%
MPCG
482
Matrix Private Capital Group
New York
$80K – – –
AIM
483
Anchor Investment Management
South Carolina
$80K – – –
MHR
484
Matthew Hamilton Rosenberg
$78K -$4.87K -95 -6%
LB
485
Legacy Bridge
Iowa
$78K – – –
SL
486
Savior LLC
Massachusetts
$76K +$76K +1,492 New
Kayne Anderson Rudnick Investment Management
487
Kayne Anderson Rudnick Investment Management
California
$74K +$74K +1,463 New
RE
488
RBC Europe
United Kingdom
$73.9K – – –
LIA
489
LS Investment Advisors
Michigan
$73K – – –
TFGT
490
TS Financial Group (TSFG)
Illinois
$69K – – –
FFA
491
Founders Financial Alliance
North Carolina
$67K +$67K +1,277 New
TCM
492
Tradewinds Capital Management
Washington
$64K – – –
AW
493
Avion Wealth
Texas
$62K -$35.1K -687 -36%
WT
494
Whittier Trust
California
$61K – – –
EPM
495
Elm Partners Management
Pennsylvania
$56K -$5.16K -101 -8%
CIAS
496
Capital Investment Advisory Services
North Carolina
$56K +$10.2K +201 +22%
FA
497
Fortis Advisors
Pennsylvania
$55K +$55K +1,088 New
Schroder Investment Management Group
498
Schroder Investment Management Group
United Kingdom
$52K +$52K +1,027 New
HFA
499
HC Financial Advisors
California
$51K – – –
GEA
500
Glen Eagle Advisors
New Jersey
$48.4K – – –
18 19
20
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