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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 %
UWPG
251
Ullmann Wealth Partners Group
Florida
$16.8M +$1.39M +19,323 +9%
LI
252
LVZ Inc
Michigan
$16.8M +$1.45M +20,134 +9%
HCMT
253
Highland Capital Management (Tennessee)
Tennessee
$16.8M +$376K +5,217 +2%
BBA
254
BLB&B Advisors
Pennsylvania
$16.8M -$77.2K -1,072 -0.5%
BC
255
Brio Consultants
California
$16.8M +$2.03M +28,184 +14%
RCA
256
Resonant Capital Advisors
Wisconsin
$16.7M +$1.16M +16,106 +7%
SIA
257
Sovereign Investment Advisors
Arizona
$16.4M – – –
SHWM
258
Smith & Howard Wealth Management
Georgia
$16.3M +$315K +4,378 +2%
HCM
259
Hudson Capital Management
New Jersey
$16.2M +$824K +11,432 +5%
CIC
260
Cutler Investment Counsel
Oregon
$16.1M -$64K -888 -0.4%
AA
261
Ancora Advisors
Ohio
$16M +$268K +3,723 +2%
CWM
262
Chicago Wealth Management
Illinois
$15.7M +$680K +9,432 +5%
SIC
263
Sigma Investment Counselors
Michigan
$15.7M -$293K -4,069 -2%
QCG
264
Quadrant Capital Group
Ohio
$15.5M +$974K +13,524 +7%
RTC
265
Riverview Trust Company
Washington
$15.5M -$375K -5,204 -2%
FWM
266
Fairhaven Wealth Management
Illinois
$15.3M +$11.2K +156 +0.1%
MM
267
Main Management
California
$15.3M +$8.65K +120 +0.1%
William Blair & Company
268
William Blair & Company
Illinois
$15.3M +$1.2M +16,664 +9%
SPC
269
Sigma Planning Corp
Michigan
$15.2M +$317K +4,399 +2%
VFIC
270
Valley Forge Investment Consultants
Pennsylvania
$15.2M +$6.79M +94,181 +80%
CCM
271
Coldstream Capital Management
Washington
$15.2M -$358K -4,964 -2%
WPA
272
West Paces Advisors
Georgia
$15.1M +$334K +4,641 +2%
MIA
273
MainStreet Investment Advisors
Illinois
$15.1M -$8.64M -119,977 -36%
WCM
274
Windham Capital Management
Massachusetts
$15M -$2.64M -36,695 -15%
APA
275
Allegiant Private Advisors
Florida
$15M -$440K -6,111 -3%
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