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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
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 %
MWM
76
Modera Wealth Management
New Jersey
$15.2M -$507K -9,955 -3%
NEWAS
77
N.E.W. Advisory Services
Wisconsin
$14.5M +$1.37M +26,767 +10%
Cambridge Investment Research Advisors
78
Cambridge Investment Research Advisors
Iowa
$14.5M +$9.7M +190,372 +204%
SHJ
79
Sharkey, Howes & Javer
Colorado
$14.3M +$14.3M +280,803 New
Cetera Investment Advisers
80
Cetera Investment Advisers
Illinois
$14M +$4.35M +85,393 +45%
PFG
81
PAX Financial Group
Texas
$13.9M +$13.9M +272,981 New
DCM
82
Dupont Capital Management
Delaware
$13.8M -$11.2M -219,948 -45%
HAFS
83
Hapanowicz & Associates Financial Services
Pennsylvania
$13.8M +$312K +6,116 +2%
PL
84
Plancorp LLC
Missouri
$13.7M +$10.3K +203 +0.1%
EWF
85
Epstein & White Financial
California
$13.6M +$3.34M +65,582 +32%
WAM
86
Wakefield Asset Management
Colorado
$13.6M -$752K -14,746 -5%
RWG
87
Ratio Wealth Group
Colorado
$13.1M +$2.65M +51,968 +25%
LWA
88
Lineweaver Wealth Advisors
Ohio
$13.1M +$13.1M +257,891 New
MA
89
MUFG Americas
New York
$13.1M +$1.18M +23,165 +10%
DT
90
Diversified Trust
Tennessee
$12.8M – – –
HFA
91
High Falls Advisors
New York
$12.8M +$12.8M +250,309 New
SW
92
SteelPeak Wealth
California
$12.5M +$12.5M +244,995 New
ERSOT
93
Employees Retirement System of Texas
Texas
$12.4M +$12.4M +243,000 New
VI
94
Vestcor Inc
New Brunswick, Canada
$12.3M +$12.3M +240,781 New
FIA
95
Foundations Investment Advisors
Arizona
$12.1M +$12.1M +233,363 New
CCM
96
Carlson Capital Management
Minnesota
$12M -$390K -7,660 -3%
MAM
97
McLean Asset Management
Virginia
$11.9M +$81.3K +1,557 +0.7%
TSA
98
Tri-Star Advisors
Texas
$11.8M +$11.8M +223,631 New
RJFSA
99
Raymond James Financial Services Advisors
Florida
$11.2M +$2.57M +50,482 +30%
OAP
100
One Advisory Partners
Kansas
$11.1M +$11.1M +217,379 New
2 3
4
5 6