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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 %
JHCP
451
Jackson Hole Capital Partners
Oklahoma
$6.16M +$962K +13,358 +19%
PIMG
452
Patriot Investment Management Group
Tennessee
$6.1M +$6.1M +84,690 New
BRWA
453
B. Riley Wealth Advisors
Florida
$6.1M -$1.29M -17,971 -18%
PL
454
Plancorp LLC
Missouri
$6.06M +$35.9K +498 +0.6%
PFM
455
Peak Financial Management
Massachusetts
$6.04M +$74.8K +1,038 +1%
TSS
456
Two Sigma Securities
New York
$6M +$5.52M +76,588 +1,140%
BWM
457
BCS Wealth Management
Tennessee
$5.99M – – –
SXL
458
Summit X LLC
Missouri
$5.94M -$784K -10,867 -12%
PFM
459
Phillips Financial Management
Indiana
$5.89M -$13.6K -189 -0.2%
EWM
460
Endurance Wealth Management
Rhode Island
$5.89M – – –
SSWM
461
Smith Salley Wealth Management
North Carolina
$5.87M +$1.8M +24,986 +44%
CWM
462
Cahaba Wealth Management
Georgia
$5.83M +$276K +3,837 +5%
Prudential Financial
463
Prudential Financial
New Jersey
$5.81M -$1.51M -20,911 -21%
IF
464
Intrua Financial
Texas
$5.77M +$5.27M +70,223 +1,061%
TCWA
465
Ten Capital Wealth Advisors
Washington
$5.77M +$225K +3,117 +4%
KOMWMG
466
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$5.74M -$57.3K -796 -1%
BWL
467
Bogart Wealth LLC
Virginia
$5.64M – – –
WDG
468
Wealth Dimensions Group
Ohio
$5.61M +$250K +3,463 +5%
APW
469
Acima Private Wealth
Virginia
$5.58M +$23.5K +326 +0.4%
COPPSERS
470
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$5.51M -$13.4M -186,300 -71%
MFA
471
Mayflower Financial Advisors
Massachusetts
$5.51M -$100K -1,388 -2%
GLLW
472
Graves Light Lenhart Wealth
Virginia
$5.5M +$1.03M +14,345 +23%
ICM
473
Islay Capital Management
Texas
$5.47M +$5.38M +74,613 +5,945%
C
474
Clearshares
New York
$5.46M +$5.46M +75,723 New
AIM
475
Aspen Investment Management
Michigan
$5.39M +$1.59K +22 +0%
17 18
19
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