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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 %
JWCA
676
J.W. Cole Advisors
Florida
$3.13M +$3.13M +41,932 New
HT
677
Heritage Trust
Oklahoma
$3.07M +$89.5K +1,199 +3%
KWA
678
KCS Wealth Advisory
California
$3.06M +$294K +3,933 +11%
TCA
679
Transcend Capital Advisors
New Jersey
$3.04M +$840K +11,248 +38%
W
680
WealthOne
New York
$3.03M -$208K -2,781 -6%
PCA
681
Pallas Capital Advisors
Massachusetts
$3.02M -$1.16M -16,082 -28%
DWT
682
Dorsey & Whitney Trust
South Dakota
$3.02M +$465K +6,233 +18%
AWM
683
AAF Wealth Management
Massachusetts
$2.98M +$155K +2,078 +5%
Nisa Investment Advisors
684
Nisa Investment Advisors
Missouri
$2.98M +$119K +1,665 +4%
WSFS
685
Wilmington Savings Fund Society
Delaware
$2.98M -$223K -2,989 -7%
SMC
686
Smith, Moore & Co
Missouri
$2.96M +$97.6K +1,308 +3%
PFGIA
687
Patriot Financial Group Insurance Agency
Massachusetts
$2.95M +$267K +3,580 +10%
CWM
688
Capital Wealth Management
Rhode Island
$2.94M +$1.19M +15,996 +68%
CCMD
689
Cypress Capital Management (Delaware)
Delaware
$2.91M +$63.3K +848 +2%
HR
690
Howe & Rusling
New York
$2.89M +$176K +2,356 +6%
CWA
691
Consilio Wealth Advisors
Washington
$2.87M +$2.87M +38,600 New
SC
692
Stephens Consulting
Michigan
$2.84M +$2.84M +38,108 New
RZH
693
Relyea Zuckerberg Hanson
Connecticut
$2.81M +$349K +4,840 +14%
VAS
694
Vestmark Advisory Solutions
Massachusetts
$2.8M -$180K -2,413 -6%
SIS
695
SVB Investment Services
Utah
$2.8M +$557K +7,455 +25%
CP
696
Capital Planning
Washington
$2.79M -$14.7K -197 -0.5%
LNWWM
697
Laird Norton Wetherby Wealth Management
California
$2.79M +$3.06K +41 +0.1%
MWA
698
Martel Wealth Advisors
Washington
$2.78M +$48.4K +648 +2%
1WA
699
180 Wealth Advisors
Washington
$2.77M -$69.4K -962 -2%
TCM
700
Twele Capital Management
Minnesota
$2.76M +$172K +2,299 +7%
26 27
28
29 30