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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 %
GM
451
GeoWealth Management
Illinois
$8.17M -$3.76M -50,329 -32%
SFA
452
Source Financial Advisors
New York
$8.15M -$684K -9,164 -8%
MBT
453
Montecito Bank & Trust
California
$8.13M -$243K -3,257 -3%
IWMWV
454
Ironwood Wealth Management (West Virginia)
West Virginia
$8.13M +$126K +1,693 +2%
JHCP
455
Jackson Hole Capital Partners
Oklahoma
$8.13M +$803K +10,757 +11%
AL
456
Aspiriant LLC
California
$8.11M +$2.82M +37,785 +53%
LWA
457
Lowe Wealth Advisors
Maryland
$8.1M +$32.2K +432 +0.4%
SPIA
458
Strategic Point Investment Advisors
Rhode Island
$8.08M +$299K +4,010 +4%
GIA
459
Gladstone Institutional Advisory
Florida
$8.06M +$1.27M +17,009 +19%
CCT
460
Country Club Trust
Missouri
$7.99M -$130K -1,737 -2%
FCA
461
FinTrust Capital Advisors
South Carolina
$7.96M +$241K +3,229 +3%
TWM
462
Titus Wealth Management
California
$7.95M +$122K +1,637 +2%
KWM
463
Kaydan Wealth Management
Michigan
$7.94M +$7.94M +106,344 New
CL
464
COWA LLC
Oklahoma
$7.81M -$158K -2,118 -2%
BRWA
465
B. Riley Wealth Advisors
Florida
$7.77M +$171K +2,294 +2%
IP
466
Investment Partners
Ohio
$7.74M -$57.2K -767 -0.7%
SS
467
Simplicity Solutions
Minnesota
$7.72M +$3.42M +45,779 +79%
HAS
468
Holland Advisory Services
Florida
$7.69M +$7.69M +102,981 New
CFGS
469
Concourse Financial Group Securities
Alabama
$7.66M +$346K +4,626 +5%
FFA
470
First Foundation Advisors
California
$7.63M +$2.18M +29,162 +40%
State of Tennessee, Department of Treasury
471
State of Tennessee, Department of Treasury
Tennessee
$7.61M – – –
TDWM
472
Topel & Distasi Wealth Management
California
$7.59M +$7.59M +101,622 New
FDCDDQ
473
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7.53M +$32.5K +435 +0.4%
PM
474
Pembroke Management
Quebec, Canada
$7.52M +$1.19M +15,914 +19%
CIM
475
CIM Investment Management
Pennsylvania
$7.52M +$232K +3,108 +3%
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