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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 %
BWM
701
BCGM Wealth Management
Indiana
$1.85M -$29.6K -400 -2%
EWM
702
Evercore Wealth Management
New York
$1.85M -$77.2K -1,071 -4%
Natixis Advisors
703
Natixis Advisors
Massachusetts
$1.82M +$597K +8,294 +49%
CAL
704
Capital Advisors Ltd
Ohio
$1.8M +$75.5K +1,047 +4%
BSSFA
705
Baron Silver Stevens Financial Advisors
Florida
$1.78M +$666K +9,255 +60%
GPWA
706
Great Point Wealth Advisors
Massachusetts
$1.78M -$164K -2,275 -8%
CWM
707
Capital Wealth Management
Rhode Island
$1.78M +$280K +3,885 +19%
VPIM
708
Vanguard Personalized Indexing Management
California
$1.78M – – –
AFS
709
Access Financial Services
Minnesota
$1.76M -$64K -889 -4%
FC
710
Ferris Capital
Massachusetts
$1.75M +$582K +8,079 +50%
CIBC Private Wealth Group
711
CIBC Private Wealth Group
Georgia
$1.74M +$1.11M +15,453 +179%
NWM
712
Northwest Wealth Management
Iowa
$1.74M +$37.7K +523 +2%
CWC
713
Carolinas Wealth Consulting
North Carolina
$1.73M +$59.4K +824 +4%
CIA
714
Capital Investment Advisors
Georgia
$1.73M -$76.9K -1,067 -4%
CBFP
715
Cedar Brook Financial Partners
Ohio
$1.73M +$251K +3,489 +17%
FFN
716
Focus Financial Network
Minnesota
$1.72M -$894K -12,414 -34%
WRTC
717
Wind River Trust Company
Wyoming
$1.72M – – –
KWM
718
Kingsview Wealth Management
Oregon
$1.71M +$134K +1,829 +8%
RFG
719
Range Financial Group
Oregon
$1.71M +$1.71M +23,749 New
AAMC
720
Asset Allocation & Management Company
Illinois
$1.71M +$626K +8,685 +58%
BFG
721
Beacon Financial Group
Texas
$1.69M – – –
CWA
722
Canvas Wealth Advisors
Kansas
$1.69M +$1.69M +22,924 New
NCM
723
New Capital Management
Texas
$1.69M +$39.2K +544 +2%
CWS
724
Cypress Wealth Services
California
$1.67M -$1.08M -14,966 -39%
CA
725
Calton & Associates
Florida
$1.67M +$27.1K +376 +2%
27 28
29
30 31