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iShares Core MSCI EAFE ETF
IEFA

Overview Fund Activity

1,518 hedge funds and large institutions have $87.8B invested in iShares Core MSCI EAFE ETF in 2021 Q4 according to their latest regulatory filings, with 263 funds opening new positions, 791 increasing their positions, 328 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,518
Holders Change
+188
Holders Change %
+14.14%
% of All Funds
23.44%
Holding in Top 10
321
Holding in Top 10 Change
+29
Holding in Top 10 Change %
+9.93%
% of All Funds
4.96%
New
263
Increased
791
Reduced
328
Closed
51
Calls
$7.35M
Puts
$5.1M
Net Calls
+$2.25M
Net Calls Change
+$4.66M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$901M
2
BlackRock
BlackRock
New York
+$335M
3
CAM
Cresset Asset Management
Illinois
+$237M
4
Morgan Stanley
Morgan Stanley
New York
+$229M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$139M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$325M
2
MOACM
Mutual of America Capital Management
New York
-$208M
3
HVM
Harvest Volatility Management
Connecticut
-$129M
4
APF
Alaska Permanent Fund
Alaska
-$88.3M
5
TF
Trek Financial
Arizona
-$84.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACA
226
Affinity Capital Advisors
California
$26.6M +$1.65M +22,152 +7%
CSWG
227
Cardinal Strategic Wealth Guidance
Kentucky
$26.5M +$5.26M +70,405 +25%
RJT
228
Raymond James Trust
Florida
$26.2M +$795K +10,657 +3%
5L
229
55I LLC
Massachusetts
$26M +$2.44M +32,674 +10%
BCIM
230
Bishop & Co Investment Management
Pennsylvania
$25.9M +$3.29M +44,041 +15%
PCWA
231
Pacific Capital Wealth Advisors
California
$25.7M +$1.81M +24,305 +8%
GGS
232
Galvin Gaustad & Stein
Arizona
$25.7M +$103K +1,374 +0.4%
BBNA
233
Bremer Bank National Association
Minnesota
$25.3M +$1.33M +17,752 +6%
PA
234
Probity Advisors
Texas
$25.2M +$940K +12,597 +4%
Thrivent Financial for Lutherans
235
Thrivent Financial for Lutherans
Minnesota
$25M -$9.73M -1,330 -28%
CSIA
236
Conrad Siegel Investment Advisors
Pennsylvania
$24.9M +$24.9M +335,423 New
BWP
237
BSW Wealth Partners
Colorado
$24.9M +$1.51M +20,262 +6%
AWA
238
Aaron Wealth Advisors
Illinois
$24.6M -$10.6M -141,464 -30%
SWP
239
Stratos Wealth Partners
Ohio
$24.3M +$751K +10,063 +3%
William Blair & Company
240
William Blair & Company
Illinois
$23.6M +$1.91M +25,523 +9%
CFO
241
CVA Family Office
Colorado
$23.1M +$17.6M +235,700 +319%
MWM
242
MTC Wealth Management
Florida
$23M +$906K +12,140 +4%
UWPG
243
Ullmann Wealth Partners Group
Florida
$22.7M +$1.49M +19,918 +7%
BC
244
Brio Consultants
California
$22.7M +$1.2M +16,026 +6%
ECG
245
Edge Capital Group
Georgia
$22.2M +$127K +1,700 +0.6%
AIM
246
Acropolis Investment Management
Missouri
$22.1M +$776K +10,399 +4%
AWM
247
AE Wealth Management
Kansas
$22M -$6.44M -86,229 -23%
KAS
248
Kestra Advisory Services
Texas
$22M +$353K +4,723 +2%
DJFS
249
Dean Jacobson Financial Services
Texas
$21.8M +$21.8M +292,280 New
NEI
250
Northwest & Ethical Investments
Ontario, Canada
$21.8M +$2.28M +30,600 +12%
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