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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 %
Bank of Montreal
101
Bank of Montreal
Ontario, Canada
$11M -$441K -8,498 -4%
American Century Companies
102
American Century Companies
Missouri
$11M -$11.8M -231,342 -52%
WP
103
WealthShield Partners
North Carolina
$10.8M +$10.8M +211,053 New
CFGS
104
Concourse Financial Group Securities
Alabama
$10.7M +$10.6M +208,043 +12,601%
Prudential Financial
105
Prudential Financial
New Jersey
$10.5M +$10.2M +200,566 +3,527%
SL
106
SWMG LLC
Texas
$10.4M +$1.9M +37,305 +22%
HIM
107
HawsGoodwin Investment Management
Tennessee
$10.3M +$10.3M +202,612 New
Northwestern Mutual Wealth Management
108
Northwestern Mutual Wealth Management
Wisconsin
$10.3M +$817K +16,035 +9%
CS
109
Comerica Securities
Michigan
$10.1M +$10.1M +198,113 New
IFA
110
Interactive Financial Advisors
Illinois
$9.93M +$677K +13,285 +7%
HPC
111
Hobart Private Capital
North Carolina
$9.92M +$9.92M +194,530 New
SMG
112
Spectrum Management Group
Indiana
$9.84M +$9.84M +193,084 New
NP
113
NorthRock Partners
Minnesota
$9.79M -$8.72M -171,069 -47%
BRWA
114
B. Riley Wealth Advisors
Florida
$9.7M +$9.32M +182,821 +2,420%
V
115
Veritable
Delaware
$9.45M +$793K +15,555 +9%
BCM
116
Brookstone Capital Management
Illinois
$9.37M +$9.37M +183,823 New
PP
117
PrairieView Partners
Minnesota
$9.13M -$97.8K -1,919 -1%
Citigroup
118
Citigroup
New York
$9.05M -$164K -3,217 -2%
MGIA
119
Moneta Group Investment Advisors
Missouri
$9.03M +$671K +13,162 +8%
HGWM
120
Horst & Graben Wealth Management
Oregon
$8.97M +$8.97M +175,942 New
FA
121
FDx Advisors
Illinois
$8.81M +$204K +3,997 +2%
VHAM
122
Van Hulzen Asset Management
California
$8.75M +$8.75M +171,594 New
SFSG
123
Sound Financial Strategies Group
Mississippi
$8.65M +$6.96M +136,549 +412%
FP
124
Financial Perspectives
Minnesota
$8.63M +$8.62M +439,346 +129,219%
AWA
125
Arete Wealth Advisors
Illinois
$8.22M +$7.69M +150,942 +1,461%
3 4
5
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