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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 %
WJA
676
Willis Johnson & Associates
Texas
$2.1M -$55.8K -775 -3%
JWA
677
JFS Wealth Advisors
Pennsylvania
$2.09M +$141K +1,957 +7%
ARG
678
Advisory Resource Group
Oklahoma
$2.07M +$18.1K +251 +0.9%
MSWMA
679
Market Street Wealth Management Advisors
Indiana
$2.06M -$4.39K -61 -0.2%
CFA
680
CWS Financial Advisors
Michigan
$2.05M +$14.4K +200 +0.7%
KFGK
681
Keystone Financial Group (Kentucky)
Kentucky
$2.05M -$139K -1,931 -6%
NFG
682
Nations Financial Group
Iowa
$2.05M +$140K +1,937 +7%
CFD
683
Creative Financial Designs
Indiana
$2.03M -$2.37M -32,846 -54%
Massachusetts Financial Services
684
Massachusetts Financial Services
Massachusetts
$2.03M +$817K +11,346 +68%
SMG
685
Spectrum Management Group
Indiana
$2.01M -$2.19M -30,406 -52%
EAM
686
Evanson Asset Management
California
$2M – – –
LIM
687
Leavell Investment Management
Alabama
$1.99M +$429K +5,958 +28%
BG
688
Benedetti & Gucer
Georgia
$1.95M +$1.95M +27,004 New
FHA
689
First Horizon Advisors
Tennessee
$1.94M +$1.58M +21,903 +439%
SFG
690
SevenBridge Financial Group
Pennsylvania
$1.92M +$164K +2,282 +9%
QCM
691
Quest Capital Management
Texas
$1.92M -$25.1K -349 -1%
SIS
692
SVB Investment Services
Utah
$1.91M +$22.3K +310 +1%
TVAMP
693
Tennessee Valley Asset Management Partners
Tennessee
$1.91M -$1.31M -18,135 -41%
1SB
694
1ST Source Bank
Indiana
$1.89M -$1.16M -16,041 -38%
WA
695
Waverly Advisors
Alabama
$1.89M +$30.2K +398 +2%
FCM
696
Firestone Capital Management
Florida
$1.88M +$239K +3,320 +15%
I2I
697
Insight 2811 Inc
Illinois
$1.87M +$26.2K +364 +1%
RC
698
Roundview Capital
New Jersey
$1.87M +$580K +8,055 +45%
MG
699
Mather Group
Illinois
$1.86M -$374K -5,185 -17%
PSUF
700
People's United Financial
Connecticut
$1.86M +$48.7K +676 +3%
26 27
28
29 30