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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 %
CWA
176
Clearview Wealth Advisors
Oregon
$4.23M +$4.23M +82,992 New
CCMG
177
Clark Capital Management Group
Pennsylvania
$4.15M +$1.68M +32,909 +68%
SS
178
Simplicity Solutions
Minnesota
$4.13M -$67.3M -1,319,876 -94%
1WA
179
180 Wealth Advisors
Washington
$4.1M +$263K +4,900 +7%
TWM
180
Tradition Wealth Management
Minnesota
$4.08M +$4.08M +80,113 New
TF
181
Trek Financial
Arizona
$4.08M +$4.08M +80,082 New
SPAS
182
Spectrum Planning & Advisory Services
California
$3.97M +$3.97M +77,844 New
FEG
183
Fund Evaluation Group
Ohio
$3.95M – – –
NWM
184
Northwest Wealth Management
Iowa
$3.94M +$231K +4,537 +6%
SCA
185
Snowden Capital Advisors
New York
$3.86M +$3.86M +75,776 New
WF
186
Williams Financial
Vermont
$3.82M +$3.82M +74,999 New
DCM
187
Disciplina Capital Management
Tennessee
$3.81M +$59K +1,158 +2%
WA
188
Wealth Alliance
New York
$3.77M +$1.83M +35,988 +95%
WAP
189
Wealthcare Advisory Partners
Pennsylvania
$3.7M +$191K +3,754 +5%
RA
190
RFG Advisory
Alabama
$3.65M +$3.65M +71,536 New
SIA
191
Stegner Investment Associates
Kentucky
$3.49M -$19.8K -389 -0.6%
VFA
192
Voya Financial Advisors
Connecticut
$3.44M +$16.9K +330 +0.5%
MAS
193
Managed Account Services
Florida
$3.43M +$144K +2,825 +4%
CWM
194
Cranbrook Wealth Management
Michigan
$3.41M -$81.8K -1,606 -2%
PAG
195
Private Advisor Group
New Jersey
$3.39M +$3.11M +61,045 +1,108%
PWAG
196
Polaris Wealth Advisory Group
California
$3.39M +$304K +5,855 +10%
SCM
197
SOL Capital Management
Maryland
$3.35M +$20.4K +400 +0.6%
SWA
198
Sax Wealth Advisors
New Jersey
$3.34M +$71.4K +1,400 +2%
GT
199
Greenleaf Trust
Michigan
$3.33M -$2.7K -53 -0.1%
VWM
200
Venturi Wealth Management
Texas
$3.33M +$3.33M +65,336 New
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