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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 %
TCM
651
Twele Capital Management
Minnesota
$2.37M +$247K +3,430 +12%
AWMS
652
Advocacy Wealth Management Services
Georgia
$2.35M -$62.2K -851 -3%
BCM
653
Brookstone Capital Management
Illinois
$2.34M -$1.98M -27,453 -46%
Fisher Asset Management
654
Fisher Asset Management
Washington
$2.34M -$708K -9,823 -23%
PPSG
655
Princeton Portfolio Strategies Group
New Jersey
$2.31M +$589K +8,173 +34%
PBF
656
Petix & Botte Financial
California
$2.3M -$293K -4,073 -11%
WBG
657
Wharton Business Group
Pennsylvania
$2.29M -$26.7K -371 -1%
GA
658
GoalVest Advisory
New York
$2.27M +$188K +2,615 +9%
PTC
659
Private Trust Company
Ohio
$2.24M -$158K -2,193 -7%
CS
660
Credit Suisse
Switzerland
$2.22M +$265K +3,682 +14%
MIM
661
Macroview Investment Management
Maryland
$2.22M +$157K +2,177 +8%
WANY
662
Wealthspire Advisors (New York)
New York
$2.22M +$559K +7,753 +34%
LP
663
LGL Partners
Pennsylvania
$2.18M -$747K -10,375 -26%
DWT
664
Dorsey & Whitney Trust
South Dakota
$2.18M -$24.4K -338 -1%
AF
665
Advisornet Financial
Minnesota
$2.17M -$76.2K -1,057 -3%
QIM
666
Quantitative Investment Management
Virginia
$2.17M +$2.17M +30,169 New
SF
667
Synovus Financial
Georgia
$2.16M -$1.34M -18,649 -38%
FCA
668
FLC Capital Advisors
California
$2.16M -$1.81M -25,187 -46%
CFA
669
Cahill Financial Advisors
Minnesota
$2.15M -$607K -8,428 -22%
OCM
670
One Capital Management
California
$2.14M -$16.7K -232 -0.8%
KL
671
KWMG LLC
Kansas
$2.13M -$23.8K -331 -1%
FCH
672
Freestone Capital Holdings
Washington
$2.13M +$1.07M +14,880 +102%
HNB
673
Huntington National Bank
Ohio
$2.12M -$1.86M – –
CAG
674
Csenge Advisory Group
Florida
$2.1M +$259K +3,495 +14%
V
675
Veritable
Delaware
$2.1M -$7.86K -109 -0.4%
25 26
27
28 29