EFV icon

iShares MSCI EAFE Value ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
SCA
501
Stonebridge Capital Advisors
Minnesota
$48K +$48K +937 New
BSG
502
Black Swift Group
Colorado
$47K +$47K +914 New
RG
503
Retirement Group
California
$45K +$37.3K +732 +488%
MAM
504
Meeder Asset Management
Ohio
$43K +$8.45K +165 +24%
GAM
505
Grandview Asset Management
Pennsylvania
$43K +$43K +853 New
JFA
506
JNBA Financial Advisors
Minnesota
$36K
GI
507
Gradient Investments
Minnesota
$35K +$20.8K +405 +147%
PIA
508
Powell Investment Advisors
Florida
$33K
AWA
509
Arkadios Wealth Advisors
Georgia
$31K +$31K +616 New
TWA
510
TCI Wealth Advisors
Arizona
$30K
APC
511
Aspire Private Capital
North Carolina
$28K +$28K +545 New
RFA
512
Reilly Financial Advisors
California
$23K -$3.04K -60 -12%
EP
513
Eudaimonia Partners
Tennessee
$21K +$21K +415 New
AL
514
ADE LLC
Maryland
$19K
CWP
515
Concord Wealth Partners
Virginia
$17K -$26.6K -524 -61%
LDFR
516
Lehman & Derafelo Financial Resources
Pennsylvania
$17K
JFGIW
517
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$17K +$17K +340 New
CFO
518
CVA Family Office
Colorado
$16K
HI
519
Hudock Inc
Pennsylvania
$15K -$30.8K -622 -67%
OIA
520
Optimum Investment Advisors
Illinois
$15K
CCM
521
Covington Capital Management
California
$13K
COCM
522
Charter Oak Capital Management
New Hampshire
$12K
EFSCE
523
Enterprise Financial Services Corp (EFSC)
Missouri
$12K +$12K +233 New
MCC
524
Money Concepts Capital
Florida
$11K -$6.54K -126 -37%
BW
525
Bison Wealth
Georgia
$11K