IEFA icon

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 %
NFP
576
Novak Financial Planning
Maryland
$3.23M +$111K +1,545 +4%
SHIM
577
Stone House Investment Management
Pennsylvania
$3.21M – – –
SW
578
SkyOak Wealth
Michigan
$3.19M +$463K +6,149 +17%
WFA
579
Wade Financial Advisory
California
$3.19M -$4.61K -64 -0.1%
ABTD
580
Arvest Bank Trust Division
Oklahoma
$3.19M +$3.19M +44,276 New
HSWM
581
Hubbell Strickland Wealth Management
Louisiana
$3.19M -$57.1K -793 -2%
PAM
582
Peninsula Asset Management
Florida
$3.19M +$119K +1,658 +4%
AWA
583
Arkadios Wealth Advisors
Georgia
$3.18M +$3.16M +43,832 +18,417%
WIA
584
World Investment Advisors
California
$3.15M -$615K -8,279 -16%
LGWM
585
Litman Gregory Wealth Management
California
$3.15M – – –
1WA
586
180 Wealth Advisors
Washington
$3.12M -$148K -1,948 -5%
HT
587
Heritage Trust
Oklahoma
$3.09M -$3.17K -44 -0.1%
IA
588
IFP Advisors
Florida
$3.08M -$605K -8,418 -16%
IC
589
Iconiq Capital
California
$3.07M +$3.07M +42,616 New
CTA
590
Colonial Trust Advisors
South Carolina
$3.06M -$87K -1,207 -3%
SWA
591
Sax Wealth Advisors
New Jersey
$3.03M +$80.3K +1,114 +3%
AWM
592
AAF Wealth Management
Massachusetts
$3.01M -$105K -1,456 -3%
WAM
593
Wakefield Asset Management
Colorado
$2.99M -$16.4K -227 -0.5%
KWMG
594
King Wealth Management Group
Florida
$2.98M +$186K +2,582 +7%
NB
595
Northwest Bancshares
Pennsylvania
$2.97M -$144K -1,999 -5%
KPWS
596
Kestra Private Wealth Services
Texas
$2.94M -$311K -4,311 -10%
W
597
WealthOne
New York
$2.94M +$295K +4,091 +11%
MFG
598
Merit Financial Group
Georgia
$2.93M +$783K +10,864 +36%
DT
599
Diversified Trust
Tennessee
$2.91M -$22.3K -309 -0.8%
PA
600
Procyon Advisors
Connecticut
$2.88M +$637K +8,844 +28%
22 23
24
25 26