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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 %
HNWAG
551
High Net Worth Advisory Group
Florida
$5.37M +$5.37M +71,955 New
FHA
552
First Horizon Advisors
Tennessee
$5.32M +$586K +7,852 +12%
BSSFA
553
Baron Silver Stevens Financial Advisors
Florida
$5.3M +$1.12M +14,988 +27%
MFA
554
Mayflower Financial Advisors
Massachusetts
$5.3M +$49K +657 +0.9%
APSP
555
Asset Planning Services (Pennsylvania)
Pennsylvania
$5.29M +$7.02K +94 +0.1%
OFG
556
Omega Financial Group
California
$5.26M +$628K +8,413 +14%
EFL
557
ERn Financial LLC
Wisconsin
$5.25M +$495K +6,633 +10%
MWM
558
Marietta Wealth Management
Georgia
$5.24M +$499K +6,681 +11%
RVPG
559
Relative Value Partners Group
$5.2M -$3.41M -45,682 -40%
DADC
560
D.A. Davidson & Co
Montana
$5.2M +$3.42M +45,793 +192%
MNBTD
561
Moody National Bank Trust Division
Texas
$5.06M +$977K +13,085 +24%
WWP
562
Waypoint Wealth Partners
California
$5M – – –
CDIA
563
Capital Directions Investment Advisors
Georgia
$4.98M +$2.54M +34,066 +104%
BAM
564
Baldrige Asset Management
Pennsylvania
$4.98M +$74K +992 +2%
WP
565
WealthShield Partners
North Carolina
$4.98M +$2.49M +33,415 +100%
FFS
566
Founders Financial Securities
Maryland
$4.89M -$150K -2,003 -3%
RHBC
567
R.H. Bluestein & Co
Michigan
$4.87M -$217K -2,909 -4%
IOOF
568
Independent Order of Foresters
Ontario, Canada
$4.86M – – –
SS
569
Sunbelt Securities
Texas
$4.84M +$2.23M +30,821 +85%
ML
570
McAdam LLC
Pennsylvania
$4.82M +$4.52M +60,514 +1,511%
BWM
571
Boyd Wealth Management
California
$4.79M +$4.79M +64,198 New
WWM
572
Windsor Wealth Management
Indiana
$4.79M +$3.46M +45,856 +261%
BRM
573
Boston Research & Management
Massachusetts
$4.78M +$25.9K +347 +0.5%
VC
574
Veracity Capital
Georgia
$4.78M +$421K +5,636 +10%
ICP
575
Interchange Capital Partners
Pennsylvania
$4.71M +$3.18M +42,642 +208%
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