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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 %
ACA
151
Atlas Capital Advisors
Wyoming
$5.92M +$631K +12,371 +12%
I
152
INVST
Indiana
$5.86M +$5.86M +112,946 New
NL
153
NWAM LLC
Washington
$5.59M +$5.59M +109,631 New
ICMP
154
Integrated Capital Management (Pennsylvania)
Pennsylvania
$5.55M -$1.92M -37,588 -26%
CCA
155
Checchi Capital Advisers
California
$5.53M +$412K +8,089 +8%
SXL
156
Summit X LLC
Missouri
$5.5M +$5.5M +108,255 New
AC
157
Apella Capital
Connecticut
$5.5M +$886K +17,382 +19%
AA
158
Advisory Alpha
Michigan
$5.49M +$2.24M +43,893 +69%
SB
159
Strategic Blueprint
Georgia
$5.46M +$5.46M +107,196 New
T
160
TRUADVICE
Florida
$5.34M -$240K -4,575 -4%
AF
161
Advisornet Financial
Minnesota
$5.26M -$77.4K -1,519 -1%
DC
162
Derby & Company
Massachusetts
$5.26M +$402K +7,892 +8%
MCIA
163
Mountain Capital Investment Advisors
Colorado
$5.25M +$5.25M +101,307 New
GP
164
Girard Partners
Pennsylvania
$5.21M -$67.9K -1,333 -1%
FCA
165
FLC Capital Advisors
California
$5.2M +$5.2M +101,963 New
ZF
166
Zhang Financial
Michigan
$5.06M -$509K -9,971 -9%
FAT
167
First American Trust
California
$5.02M +$332K +6,511 +7%
FT
168
Fiduciary Trust
Massachusetts
$4.8M -$489K -9,588 -9%
BHWM
169
Bay Harbor Wealth Management
Maryland
$4.7M +$4.7M +92,231 New
OWA
170
One Wealth Advisors
California
$4.68M +$4.68M +91,815 New
MSWMA
171
Market Street Wealth Management Advisors
Indiana
$4.61M +$4.61M +90,429 New
FWP
172
Firethorn Wealth Partners
Georgia
$4.59M +$4.59M +90,122 New
FA
173
Fountainhead AM
New Jersey
$4.45M +$1.05M +20,558 +31%
GWMIA
174
Global Wealth Management Investment Advisory
Florida
$4.35M -$22K -432 -0.5%
LWM
175
Liberty Wealth Management
California
$4.24M – – –
5 6
7
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