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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.

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 %
NA
51
NewEdge Advisors
Louisiana
$27.1M +$27.1M +530,933 New
BFPW
52
BOK Financial Private Wealth
Colorado
$26.4M +$1.76M +34,624 +7%
PSUF
53
People's United Financial
Connecticut
$25.6M -$703K -13,785 -3%
SP
54
Symmetry Partners
Connecticut
$25.2M +$2.21M +43,354 +10%
EWA
55
Exencial Wealth Advisors
Oklahoma
$24.9M -$57.6K -1,131 -0.2%
Stifel Financial
56
Stifel Financial
Missouri
$24.8M +$22.1M +433,877 +826%
EWM
57
Empirical Wealth Management
Washington
$23.9M +$1.67M +32,685 +7%
KAS
58
Kestra Advisory Services
Texas
$22.9M +$21.4M +420,290 +1,446%
PFA
59
Pettinga Financial Advisors
Indiana
$21.4M +$21.4M +419,645 New
EA
60
Efficient Advisors
Ohio
$21M -$1.34M -26,286 -6%
BF
61
BOK Financial
Oklahoma
$20.5M +$1.65M +32,442 +9%
SAS
62
Sage Advisory Services
Texas
$20.4M +$373K +7,323 +2%
GWM
63
Geneos Wealth Management
Colorado
$19.9M +$809K +15,593 +4%
COI
64
Connable Office Inc
Michigan
$19.3M +$19.3M +378,972 New
IWC
65
Integrated Wealth Concepts
Massachusetts
$18.4M +$18.1M +355,587 +5,864%
BSW
66
Buckingham Strategic Wealth
Missouri
$18.4M -$12.8M -251,323 -41%
DBT
67
Dubuque Bank & Trust
Iowa
$17.9M +$1.8M +35,296 +11%
Goldman Sachs
68
Goldman Sachs
New York
$17.5M -$556K -10,904 -3%
1SB
69
1ST Source Bank
Indiana
$17.4M +$17.4M +341,914 New
CFG
70
Cooper Financial Group
California
$17.4M +$17.4M +340,464 New
IWP
71
Icon Wealth Partners
Texas
$17M +$15.6M +305,207 +1,099%
SFS
72
Summit Financial Strategies
Ohio
$16.8M +$6.33M +124,164 +60%
PI
73
PFS Investments
Georgia
$16.6M +$1.58M +30,987 +11%
CP
74
Covenant Partners
Tennessee
$15.8M +$1.43M +27,993 +10%
HWM
75
HighMark Wealth Management
Minnesota
$15.4M -$17.7K -348 -0.1%
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