IEFA icon

iShares Core MSCI EAFE ETF
IEFA

Overview Fund Activity

1,285 hedge funds and large institutions have $72.8B invested in iShares Core MSCI EAFE ETF in 2021 Q1 according to their latest regulatory filings, with 103 funds opening new positions, 592 increasing their positions, 432 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,285
Holders Change
+12
Holders Change %
+0.94%
% of All Funds
22.63%
Holding in Top 10
282
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+5.62%
% of All Funds
4.97%
New
103
Increased
592
Reduced
432
Closed
77
Calls
$6.62M
Puts
$2M
Net Calls
+$4.62M
Net Calls Change
+$541K

Top Buyers

1
CWM
Connecticut Wealth Management
Connecticut
+$191M
2
US Bancorp
US Bancorp
Minnesota
+$122M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$93.9M
4
Morgan Stanley
Morgan Stanley
New York
+$91.5M
5
APCM
Alaska Permanent Capital Management
Alaska
+$87.8M

Top Sellers

1
BlackRock
BlackRock
New York
-$566M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$434M
3
Jones Financial Companies
Jones Financial Companies
Missouri
-$414M
4
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
-$395M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$272M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWP
226
Stratos Wealth Partners
Ohio
$19.9M +$151K +2,091 +0.8%
UOMF
227
University of Massachusetts Foundation
Massachusetts
$19.5M -$24.9M -346,179 -56%
FWM
228
FFT Wealth Management
Pennsylvania
$19.4M -$2.39M -33,124 -11%
PWA
229
Physician Wealth Advisors
Utah
$19.4M +$289K +3,895 +2%
AGA
230
Arkos Global Advisors
Texas
$19.4M +$1.45M +20,097 +8%
MWM
231
MTC Wealth Management
Florida
$19.3M +$19.3M +268,351 New
KAS
232
Kestra Advisory Services
Texas
$19.3M -$760K -10,554 -4%
WTC
233
WhitTier Trust Company
Nevada
$19M +$494K +6,863 +3%
MF
234
Montis Financial
Massachusetts
$18.9M +$1.01M +13,763 +6%
FMWA
235
Forvis Mazars Wealth Advisors
Missouri
$18.7M -$380K -5,273 -2%
OCG
236
Opus Capital Group
Ohio
$18.6M +$64.1K +889 +0.3%
SRSA
237
S.R. Schill & Associates
Washington
$18.6M +$29.8K +414 +0.2%
ECG
238
Edge Capital Group
Georgia
$18.3M -$338K -4,693 -2%
NA
239
NewEdge Advisors
Louisiana
$18.2M -$6.77M -94,003 -27%
P3I
240
Progeny 3 Inc
Washington
$18.1M – – –
SWM
241
Spire Wealth Management
Virginia
$18M +$18M +250,406 New
CFO
242
CVA Family Office
Colorado
$18M +$11.5M +159,762 +177%
TFCP
243
Twin Focus Capital Partners
Massachusetts
$18M +$1.11M +15,447 +7%
HCM
244
Hollencrest Capital Management
California
$17.7M +$17M +235,841 +2,451%
AWA
245
Aaron Wealth Advisors
Illinois
$17.5M +$7.04M +97,732 +67%
FPGK
246
Financial Partners Group (Kansas)
Kansas
$17.4M +$64.3K +893 +0.4%
DT
247
Daniels + Tansey
Delaware
$17.3M +$1.13M +15,723 +7%
MG
248
McCutchen Group
Washington
$17.2M +$64.1K +889 +0.4%
EWA
249
Encompass Wealth Advisors
Oregon
$16.9M +$5.62M +76,595 +50%
COI
250
Connable Office Inc
Michigan
$16.8M +$7.46M +103,509 +79%
8 9
10
11 12