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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 %
CFA
551
Carroll Financial Associates
North Carolina
$2K – – –
IBOK
552
Independence Bank of Kentucky
Kentucky
$2K – – –
EI
553
Ellevest Inc
New York
$2K +$2K +32 New
NFSG
554
Newbridge Financial Services Group
Florida
$2K +$2K +41 New
WIM
555
Westside Investment Management
California
$1.42K +$263 +5,170 +23%
APWA
556
Atlas Private Wealth Advisors
New Jersey
$1K – – –
FWM
557
Focused Wealth Management
New York
$1K – – –
HH
558
Hernani Holdings
Wyoming
– -$10M -212,000 Closed
6M
559
6 Meridian
Kansas
– -$5.53M -117,103 Closed
TAM
560
Tocqueville Asset Management
New York
– -$4.14M -87,705 Closed
Fiera Capital (Canada)
561
Fiera Capital (Canada)
Quebec, Canada
– -$1.13M -23,845 Closed
GM
562
GeoWealth Management
Illinois
– -$1.01M -21,455 Closed
Cerity Partners
563
Cerity Partners
New York
– -$994K -21,062 Closed
ATPW
564
Ashton Thomas Private Wealth
Arizona
– -$725K -15,356 Closed
RRC
565
Relaxing Retirement Coach
Massachusetts
– -$694K -14,704 Closed
APP
566
Avantax Planning Partners
Iowa
– -$578K -12,240 Closed
PFS
567
Prospera Financial Services
Texas
– -$262K -5,536 Closed
9WM
568
9258 Wealth Management
Ohio
– -$246K -5,215 Closed
OIM
569
Oder Investment Management
California
– -$129K -2,727 Closed
FCH
570
Freestone Capital Holdings
Washington
– -$94.1K -1,994 Closed
SFG
571
Sowa Financial Group
Rhode Island
– -$61K -1,289 Closed
TRCT
572
Tower Research Capital (TRC)
New York
– -$41K -860 Closed
MCM
573
McMillion Capital Management
North Carolina
– -$25K -540 Closed
FMB
574
Field & Main Bank
Kentucky
– -$17K -365 Closed
JCM
575
Jacobi Capital Management
Pennsylvania
– -$10K -207 Closed
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