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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 %
EW
401
Element Wealth
Mississippi
$7.78M +$1.19M +16,549 +18%
MBT
402
Montecito Bank & Trust
California
$7.75M -$192K -2,661 -2%
IWMWV
403
Ironwood Wealth Management (West Virginia)
West Virginia
$7.7M +$2.86M +39,743 +59%
TF
404
Tompkins Financial
New York
$7.66M -$1.26M -17,435 -14%
IP
405
Investment Partners
Ohio
$7.56M -$68.7K -953 -0.9%
NNP
406
Nachman Norwood & Parrott
South Carolina
$7.55M +$80.5K +1,117 +1%
SFA
407
Source Financial Advisors
New York
$7.53M +$636K +8,831 +9%
American Century Companies
408
American Century Companies
Missouri
$7.52M +$814K +11,300 +12%
ERWM
409
Elk River Wealth Management
Colorado
$7.47M +$2.71M +37,672 +57%
TWM
410
Titus Wealth Management
California
$7.41M +$65.9K +914 +0.9%
RPC
411
Rossmore Private Capital
Connecticut
$7.4M +$74.9K +1,040 +1%
State of Tennessee, Department of Treasury
412
State of Tennessee, Department of Treasury
Tennessee
$7.35M – – –
WS
413
Wela Strategies
Georgia
$7.32M -$2.84M -39,406 -28%
GWMIA
414
Global Wealth Management Investment Advisory
Florida
$7.31M +$165K +2,285 +2%
RA
415
Rodgers & Associates
Pennsylvania
$7.28M -$242K -3,353 -3%
CL
416
COWA LLC
Oklahoma
$7.22M +$1.55M +21,072 +27%
CA
417
Clearstead Advisors
Ohio
$7.18M -$38.8K -539 -0.5%
CCT
418
Country Club Trust
Missouri
$7.17M +$503K +6,949 +8%
CIM
419
CIM Investment Management
Pennsylvania
$7.16M – – –
EWA
420
EP Wealth Advisors
California
$7.15M +$6.19M +85,863 +640%
FMW
421
Farr Miller & Washington
District of Columbia
$7.14M +$396K +5,497 +6%
CS
422
Comerica Securities
Michigan
$7.13M -$2.9M -40,229 -29%
PGA
423
Portland Global Advisors
Maine
$7.1M +$1.6M +22,182 +29%
ACS
424
Archford Capital Strategies
Illinois
$7.08M +$183K +2,445 +3%
WWA
425
WC Walker & Associates
California
$7.08M +$57.2K +780 +0.8%
15 16
17
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