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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 %
SAM
501
Silvercrest Asset Management
New York
$4.65M -$78.8K -1,094 -2%
BAM
502
Baldrige Asset Management
Pennsylvania
$4.65M +$132K +1,833 +3%
PA
503
Prism Advisors
California
$4.59M +$137K +1,905 +3%
NL
504
Navalign LLC
California
$4.53M +$4.53M +62,916 New
ICP
505
Interchange Capital Partners
Pennsylvania
$4.53M -$307K -3,829 -6%
VR
506
Viridian RIA
Washington
$4.51M -$4.45M -64,350 Closed
WA
507
Wealth Alliance
New York
$4.5M -$111K -1,535 -2%
Axa
508
Axa
France
$4.49M +$135K +1,864 +3%
MPWT
509
MassMutual Private Wealth & Trust
Connecticut
$4.48M +$929K +12,894 +26%
AIM
510
Allen Investment Management
New York
$4.46M – – –
PCA
511
Providence Capital Advisors
North Carolina
$4.45M +$249K +3,458 +6%
ABC
512
Associated Banc-Corp
Wisconsin
$4.45M -$734K -14,718 -14%
PS
513
Planned Solutions
California
$4.45M +$587K +8,141 +15%
FBA
514
Front Barnett Associates
Illinois
$4.44M -$483K -6,705 -10%
HI
515
Horizon Investments
North Carolina
$4.43M +$4.43M +61,506 New
MCC
516
Money Concepts Capital
Florida
$4.42M +$226K +3,133 +5%
BRM
517
Boston Research & Management
Massachusetts
$4.36M +$99.8K +1,385 +2%
KFP
518
KMG Fiduciary Partners
Ohio
$4.34M -$97.6K -1,355 -2%
ICG
519
InterOcean Capital Group
Tennessee
$4.25M +$590K +8,187 +16%
BWM
520
Baystate Wealth Management
Massachusetts
$4.09M -$235K -3,268 -5%
EFL
521
ERn Financial LLC
Wisconsin
$4.08M +$249K +3,456 +6%
PP
522
Palladium Partners
Virginia
$4.07M – – –
SSWG
523
Seven Springs Wealth Group
Tennessee
$4.03M +$462K +6,414 +13%
NFG
524
Next Financial Group
Texas
$3.99M -$425K -5,897 -10%
MWM
525
Merriman Wealth Management
Washington
$3.99M +$91.2K +1,265 +2%
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