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 %
MW
326
MBL Wealth
North Carolina
$11.3M +$377K +5,232 +3%
FFG
327
Ford Financial Group
California
$11.2M +$630K +8,751 +6%
CB
328
Commerce Bank
Missouri
$11.2M -$11.3M -157,290 -50%
ADL
329
Asset Dedication LLC
California
$11.1M -$2.31M -32,049 -17%
WSTAM
330
Wilbanks Smith & Thomas Asset Management
Virginia
$11.1M +$9.6M +133,183 +656%
MWP
331
MYCIO Wealth Partners
Pennsylvania
$10.9M +$2.85M +39,562 +35%
NEAM
332
New England Asset Management
Connecticut
$10.8M – – –
FWI
333
Facet Wealth Inc
Maryland
$10.7M -$591K -8,207 -5%
BPA
334
Beacon Pointe Advisors
California
$10.7M +$1.3M +18,005 +14%
FCI
335
Financial Counselors Inc
Kansas
$10.7M +$618K +8,584 +6%
IDA
336
Intelligence Driven Advisers
California
$10.7M +$25.3K +351 +0.2%
CSWG
337
Cardinal Strategic Wealth Guidance
Kentucky
$10.6M +$10.6M +147,721 New
OWM
338
Orgel Wealth Management
Wisconsin
$10.5M +$969K +13,456 +10%
GG
339
Gofen & Glossberg
Illinois
$10.4M +$189K +2,620 +2%
VC
340
Veracity Capital
Georgia
$10.4M -$319K -4,434 -3%
SWP
341
Summit Wealth Partners
Florida
$10.4M +$938K +13,014 +10%
ISWM
342
Independent Solutions Wealth Management
New York
$10.4M +$688K +9,549 +7%
NB
343
NBT Bank
New York
$10.4M +$864K +11,995 +9%
LWP
344
Legacy Wealth Partners
California
$10.2M +$946K +13,130 +10%
CI
345
Conning Inc
Connecticut
$10.2M +$142K +1,965 +1%
HCA
346
Heck Capital Advisors
Wisconsin
$10.2M +$3.87M +53,711 +61%
SWP
347
ShoreHaven Wealth Partners
New Jersey
$10.2M -$38.8K -538 -0.4%
SIC
348
Shoker Investment Counsel
Ohio
$10.2M +$95.3K +1,323 +0.9%
WP
349
WealthSource Partners
California
$10.1M -$6M -83,282 -37%
WAOI
350
Wealth Advisors of Iowa
Iowa
$10.1M +$10.1M +140,177 New
12 13
14
15 16