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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 %
RFN
201
RDA Financial Network
Iowa
$3.29M -$2.55K -50 -0.1%
CWS
202
Cypress Wealth Services
California
$3.26M +$3.26M +63,972 New
PFP
203
Pinnacle Financial Partners
Tennessee
$3.23M +$152K +2,978 +5%
PFBT
204
Parkside Financial Bank & Trust
Missouri
$3.19M -$19.5K -383 -0.6%
BOS
205
Bingham Osborn & Scarborough
California
$3.18M +$168K +3,300 +6%
MYIA
206
Mount Yale Investment Advisors
Colorado
$3.14M +$3.14M +61,538 New
CB
207
Commerce Bank
Missouri
$3.1M +$866K +16,987 +39%
KWM
208
Keebeck Wealth Management
Illinois
$2.99M +$2.99M +58,750 New
DHFB
209
Dixon Hubard Feinour & Brown
Virginia
$2.92M +$1.46M +31,896 +99%
GC
210
Gilbert & Cook
Iowa
$2.88M -$259K -5,082 -8%
HI
211
Harbour Investments
Wisconsin
$2.87M +$2.87M +56,313 New
WIA
212
World Investment Advisors
California
$2.87M +$1.58M +29,959 +123%
LFG
213
Larson Financial Group
Missouri
$2.85M -$428K -8,396 -13%
Citadel Advisors
214
Citadel Advisors
Florida
$2.84M +$550K +10,790 +24%
DE
215
Day & Ennis
Georgia
$2.83M +$2.83M +55,547 New
DY
216
Dowling & Yahnke
California
$2.82M -$477K -9,360 -14%
SWM
217
SigFig Wealth Management
California
$2.81M +$2.81M +55,194 New
ASN
218
Advisory Services Network
Georgia
$2.78M +$1.91M +37,492 +219%
IFS
219
Ifrah Financial Services
Arkansas
$2.75M +$1.59M +31,214 +137%
Brown Advisory
220
Brown Advisory
Maryland
$2.62M +$35.7K +700 +1%
CAM
221
Concorde Asset Management
Michigan
$2.55M +$2.55M +50,075 New
C1AG
222
Client 1st Advisory Group
Florida
$2.52M +$2.52M +49,485 New
SFA
223
Source Financial Advisors
New York
$2.52M +$1.41M +27,703 +128%
MAFM
224
Mid Atlantic Financial Management
Pennsylvania
$2.49M +$2.49M +48,891 New
CA
225
Cetera Advisors
Colorado
$2.45M +$2.04M +40,022 +497%
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