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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 %
HWIS
351
Hancock Whitney Investment Services
Louisiana
$12.9M +$12.9M +173,052 New
HWAM
352
Hennion & Walsh Asset Management
New Jersey
$12.9M +$397K +5,320 +3%
GPA
353
Guidance Point Advisors
Massachusetts
$12.9M +$1.03M +13,796 +9%
RWG
354
Ratio Wealth Group
Colorado
$12.8M +$1.13M +15,089 +10%
CB
355
Commerce Bank
Missouri
$12.6M -$1.91M -25,652 -13%
SWP
356
Summit Wealth Partners
Florida
$12.5M +$410K +5,487 +3%
KCM
357
Karp Capital Management
California
$12.5M +$320K +4,282 +3%
FNT
358
First National Trust
Pennsylvania
$12.4M +$1.19M +15,941 +11%
HIMC
359
Heritage Investors Management Corp
Maryland
$12.4M +$76.3K +1,022 +0.6%
AWM
360
Apollon Wealth Management
South Carolina
$12.2M +$4.22M +56,570 +53%
CWA
361
Core Wealth Advisors
Florida
$12.1M +$6.87M +91,994 +131%
ATC
362
Argent Trust Co
Tennessee
$12M +$932K +12,488 +8%
CWM
363
CCG Wealth Management
California
$12M +$3.56M +47,702 +42%
BFPW
364
BOK Financial Private Wealth
Colorado
$11.8M +$5.08M +68,088 +76%
AT
365
Arvest Trust
Oklahoma
$11.8M +$11.8M +157,438 New
IDA
366
Intelligence Driven Advisers
California
$11.7M +$524K +7,379 +5%
SIC
367
Shoker Investment Counsel
Ohio
$11.7M +$299K +4,009 +3%
HCA
368
Heck Capital Advisors
Wisconsin
$11.7M +$646K +8,656 +6%
VFA
369
Valeo Financial Advisors
Indiana
$11.6M +$684K +9,164 +6%
AA
370
Argent Advisors
Louisiana
$11.6M +$569K +7,626 +5%
CI
371
Conning Inc
Connecticut
$11.6M – – –
T
372
TCWP
Ohio
$11.5M +$11.5M +154,623 New
GSAM
373
Grant Street Asset Management
Pennsylvania
$11.5M +$110K +1,475 +1%
TIM
374
Tortoise Investment Management
New York
$11.4M +$866K +11,604 +8%
NEAM
375
New England Asset Management
Connecticut
$11.4M – – –
13 14
15
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