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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 %
SA
526
SRH Advisors
Kansas
$10K – – –
BA
527
Bellwether Advisors
Nebraska
$10K – – –
First Manhattan
528
First Manhattan
New York
$9K – – –
IFAM
529
Institutional & Family Asset Management
Colorado
$9K – – –
AP
530
Atwood & Palmer
Missouri
$9K +$9K +172 New
SSC
531
Syverson Strege & Co
Iowa
$8K -$737 -14 -8%
CFB
532
Cullen/Frost Bankers
Texas
$8K – – –
JHCP
533
Jackson Hole Capital Partners
Oklahoma
$8K +$8K +156 New
FP
534
Fiduciary Planning
Florida
$6K – – –
AWM
535
Accel Wealth Management
Iowa
$6K +$4.45K +86 +287%
ANBT
536
American National Bank & Trust
Texas
$5K -$1.24K -23 -20%
S
537
SignatureFD
Georgia
$5K -$904 -17 -15%
GTAM
538
Global Trust Asset Management
Florida
$5K – – –
FRA
539
Front Row Advisors
California
$5K – – –
MPWT
540
MassMutual Private Wealth & Trust
Connecticut
$5K +$5K +89 New
LWA
541
Lenox Wealth Advisors
New York
$5K +$5K +92 New
PSB
542
Piscataqua Savings Bank
New Hampshire
$5K +$5K +106 New
LWANC
543
Laurel Wealth Advisors (North Carolina)
North Carolina
$4K +$4K +77 New
TAM
544
Tucker Asset Management
Colorado
$3.21K +$3.21K +63 New
CAAS
545
Capital Asset Advisory Services
Michigan
$3K – – –
BWL
546
Bogart Wealth LLC
Virginia
$3K – – –
MWM
547
Mascoma Wealth Management
New Hampshire
$3K +$3K +52 New
BCA
548
Bray Capital Advisors
Florida
$3K +$3K +53 New
PFA
549
Professional Financial Advisors
Nebraska
$3K +$3K +62 New
Simplex Trading
550
Simplex Trading
Illinois
$2K -$35.3K -866 -95%
20 21
22
23 24