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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 %
BCA
126
Biltmore Capital Advisors
New Jersey
$8.22M +$8.22M +161,171 New
SFG
127
StrategIQ Financial Group
Indiana
$8.19M +$331K +6,492 +4%
Principal Financial Group
128
Principal Financial Group
Iowa
$8.11M +$400K +7,844 +5%
Mercer Global Advisors
129
Mercer Global Advisors
Colorado
$7.84M +$6.38M +125,217 +438%
KIM
130
Karpus Investment Management
New York
$7.79M +$7.79M +152,890 New
SCA
131
STALEY CAPITAL ADVISERS
Pennsylvania
$7.78M +$79K +1,550 +1%
EL
132
EQ LLC
Washington
$7.75M +$7.75M +152,017 New
CSPAM
133
Cary Street Partners Asset Management
Virginia
$7.68M +$19.9K +439 +0.3%
APW
134
Austin Private Wealth
Texas
$7.68M +$7.68M +150,716 New
SAMC
135
Spectrum Asset Management (California)
California
$7.65M +$7.65M +150,046 New
VFM
136
Vivid Financial Management
California
$7.55M +$7.55M +148,160 New
SWM
137
Spire Wealth Management
Virginia
$7.46M +$7.46M +145,623 New
Franklin Resources
138
Franklin Resources
California
$7.33M -$5.34M -104,725 -42%
PWA
139
Physician Wealth Advisors
Utah
$7.33M +$2M +38,368 +38%
SWM
140
Southern Wealth Management
Texas
$7.2M +$298K +5,838 +4%
CWP
141
Corepath Wealth Partners
Arizona
$7.2M +$847K +16,318 +13%
QFA
142
Quattro Financial Advisors
Texas
$7.05M +$7.05M +133,740 New
VOYA Investment Management
143
VOYA Investment Management
Georgia
$7.01M +$7.01M +137,472 New
Mariner
144
Mariner
Kansas
$6.96M +$848K +16,641 +14%
EH
145
Equitable Holdings
New York
$6.94M +$5.87M +115,217 +553%
GCA
146
Greenwood Capital Associates
South Carolina
$6.92M +$3.1M +60,879 +81%
WFPG
147
Waller Financial Planning Group
Ohio
$6.89M -$418K -8,207 -6%
CC
148
Cassaday & Co
Virginia
$6.54M -$11.2K -219 -0.2%
SPIA
149
Steward Partners Investment Advisory
New York
$6.54M +$6.52M +127,975 +40,244%
WA
150
Wilshire Advisors
California
$6.19M -$10.7K -209 -0.2%
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