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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 %
BB
426
Berkshire Bank
Massachusetts
$8.99M +$4.9M +65,582 +120%
VC
427
Veery Capital
Delaware
$8.99M +$13.8K +185 +0.2%
FAIM
428
Financial Advocates Investment Management
Washington
$8.98M +$991K +13,281 +12%
DFA
429
DHK Financial Advisors
New Hampshire
$8.98M +$8.98M +120,073 New
IC
430
IEQ Capital
California
$8.87M +$720K +9,641 +9%
ACS
431
Archford Capital Strategies
Illinois
$8.84M +$733K +9,824 +9%
DACG
432
Donor Advised Charitable Giving
California
$8.82M +$1.63M +21,826 +23%
WA
433
Wealthstream Advisors
New York
$8.81M +$8.81M +117,994 New
RWIA
434
Roger Wittlin Investment Advisory
California
$8.78M +$8.78M +117,688 New
BG
435
Bahl & Gaynor
Ohio
$8.72M +$1.01M +13,516 +13%
SFS
436
Sowell Financial Services
Arkansas
$8.72M +$801K +10,721 +10%
SSWM
437
Smith Salley Wealth Management
North Carolina
$8.71M +$627K +8,407 +8%
SXL
438
Summit X LLC
Missouri
$8.66M +$455K +6,112 +6%
CIAS
439
CFS Investment Advisory Services
New Jersey
$8.64M +$581K +8,112 +7%
SF
440
Summit Financial
New Jersey
$8.59M -$153K -2,047 -2%
CS
441
Comerica Securities
Michigan
$8.5M +$477K +6,380 +6%
IC
442
Iconiq Capital
California
$8.47M +$4.39M +58,836 +108%
RPC
443
Rossmore Private Capital
Connecticut
$8.44M +$57.6K +772 +0.7%
RWP
444
Revolve Wealth Partners
New Jersey
$8.41M +$8.41M +112,686 New
WWA
445
WC Walker & Associates
California
$8.39M +$360K +4,819 +4%
AHC
446
Anderson Hoagland & Co
Missouri
$8.36M +$171K +2,402 +2%
SF
447
Synovus Financial
Georgia
$8.35M +$1.95M +26,112 +30%
TPCW
448
TD Private Client Wealth
New York
$8.26M +$1.86M +24,967 +29%
AWP
449
Ascent Wealth Partners
New York
$8.23M -$1.37M -18,411 -14%
MWM
450
Maltin Wealth Management
New Jersey
$8.23M +$400K +5,357 +5%
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