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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 %
APSP
476
Asset Planning Services (Pennsylvania)
Pennsylvania
$5.39M -$143K -1,983 -3%
CWM
477
CCG Wealth Management
California
$5.27M +$2.66M +36,909 +102%
LWP
478
Lumature Wealth Partners
Georgia
$5.23M +$881K +12,227 +20%
BHWA
479
Beacon Harbor Wealth Advisors
Virginia
$5.13M +$68.6K +952 +1%
ACP
480
Aveo Capital Partners
Colorado
$5.13M +$5.13M +71,161 New
KW
481
KWB Wealth
California
$5.11M -$1.45M -20,181 -22%
PM
482
Pembroke Management
Quebec, Canada
$5.11M +$736K +10,213 +17%
ACM
483
Armbruster Capital Management
New York
$5.02M +$202K +2,799 +4%
RBC
484
Roble Belko & Company
Pennsylvania
$5.01M – – –
FCA
485
FinTrust Capital Advisors
South Carolina
$4.97M +$1.07M +14,877 +27%
WWP
486
Waypoint Wealth Partners
California
$4.95M +$150K +2,081 +3%
KA
487
Klingman & Associates
New York
$4.95M +$539K +7,484 +12%
MP
488
McDonald Partners
Ohio
$4.93M -$3.67K -51 -0.1%
NEGWA
489
New England Guild Wealth Advisors
Connecticut
$4.9M +$12.4K +172 +0.3%
HIP
490
Harrell Investment Partners
Texas
$4.89M – – –
LHC
491
Little House Capital
Massachusetts
$4.89M +$2.28M +31,703 +88%
TA
492
Tectonic Advisors
Texas
$4.83M +$1.59M +22,041 +49%
BCA
493
Bray Capital Advisors
Florida
$4.8M +$912K +12,655 +23%
HFA
494
High Falls Advisors
New York
$4.78M -$7.8M -108,296 -62%
GIA
495
Gladstone Institutional Advisory
Florida
$4.77M +$3.19M +44,261 +202%
LF
496
Lee Financial
Texas
$4.75M – – –
TIA
497
Tiemann Investment Advisors
California
$4.75M +$183K +2,537 +4%
HB
498
Homrich & Berg
Georgia
$4.73M +$1.96M +27,247 +71%
RC
499
RBF Capital
California
$4.68M +$1.08M +15,000 +30%
RVPG
500
Relative Value Partners Group
$4.65M +$1.33M +18,495 +40%
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