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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 %
LNC
526
Lincoln National Corp
Pennsylvania
$3.98M +$776K +10,767 +24%
MNBTD
527
Moody National Bank Trust Division
Texas
$3.98M – – –
HFA
528
Hoover Financial Advisors
Pennsylvania
$3.95M +$150 +2 +0%
CWM
529
Calamos Wealth Management
Illinois
$3.95M -$262K -3,633 -6%
EI
530
Ellevest Inc
New York
$3.94M +$199K +2,759 +5%
PBO
531
Peoples Bank (Ohio)
Ohio
$3.93M +$503K +6,976 +15%
Macquarie Group
532
Macquarie Group
Australia
$3.9M -$3.43M -49,574 Closed
AIC
533
Ameritas Investment Company
Nebraska
$3.87M +$3.19M +44,303 +471%
FFS
534
Founders Financial Securities
Maryland
$3.86M +$142K +1,967 +4%
MWM
535
Marietta Wealth Management
Georgia
$3.85M +$244K +3,392 +7%
WP
536
WealthShield Partners
North Carolina
$3.84M -$3.71M -51,471 -49%
SWA
537
Stratos Wealth Advisors
Ohio
$3.81M +$160K +2,219 +4%
IOOF
538
Independent Order of Foresters
Ontario, Canada
$3.81M +$358K +4,968 +10%
DWM
539
Defined Wealth Management
Oregon
$3.8M +$1.55M +21,581 +69%
FPCP
540
Fort Point Capital Partners
California
$3.79M -$274K -3,809 -7%
ASN
541
Advisory Services Network
Georgia
$3.79M -$481K -6,674 -11%
SIA
542
Soltis Investment Advisors
Utah
$3.77M +$12K +166 +0.3%
ECM
543
Evergreen Capital Management
Washington
$3.74M -$216K -3,002 -5%
KCM
544
Kanawha Capital Management
Virginia
$3.72M +$7.21K +100 +0.2%
CC
545
Cypress Capital
Tennessee
$3.72M +$3.72M +51,620 New
BWCS
546
Beirne Wealth Consulting Services
Connecticut
$3.71M +$7.42K +103 +0.2%
ZIM
547
Zacks Investment Management
Illinois
$3.7M +$1.35M +18,792 +58%
SSW
548
Smith Shellnut Wilson
Mississippi
$3.61M +$114K +1,578 +3%
ST
549
Spinnaker Trust
Maine
$3.61M -$14.8K -205 -0.4%
Koshinski Asset Management
550
Koshinski Asset Management
Illinois
$3.59M -$61K -846 -2%
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