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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 %
CWM
701
Cabot Wealth Management
Massachusetts
$2.74M -$182K -2,436 -6%
NB
702
Northwest Bancshares
Pennsylvania
$2.72M -$211K -2,826 -7%
FCM
703
Firestone Capital Management
Florida
$2.72M +$272K +3,650 +11%
LIM
704
Leavell Investment Management
Alabama
$2.71M +$75K +1,004 +3%
PG
705
Patten Group
Tennessee
$2.7M +$431K +5,782 +19%
BB
706
Busey Bank
Illinois
$2.68M +$110K +1,471 +4%
AAS
707
Ameritas Advisory Services
Nebraska
$2.68M +$2.68M +35,847 New
TC
708
TownSquare Capital
Utah
$2.67M +$2.67M +35,815 New
FA
709
Fountainhead AM
New Jersey
$2.67M +$140K +1,872 +6%
RC
710
Roundview Capital
New Jersey
$2.67M +$31.1K +416 +1%
LGWM
711
Litman Gregory Wealth Management
California
$2.64M -$533K -7,144 -17%
USCWA
712
U.S. Capital Wealth Advisors
Texas
$2.64M -$10.4K -139 -0.4%
KL
713
KWMG LLC
Kansas
$2.63M +$438K +5,866 +20%
SWP
714
Strategic Wealth Partners
Ohio
$2.61M -$83.8K -1,123 -3%
LWA
715
Lineweaver Wealth Advisors
Ohio
$2.61M +$36.4K +488 +1%
ES
716
Eagle Strategies
New York
$2.6M +$2.6M +34,849 New
CAG
717
Csenge Advisory Group
Florida
$2.6M -$1.05M -13,963 -29%
SFG
718
Sovereign Financial Group
Connecticut
$2.58M +$2.18M +29,166 +546%
BMCM
719
Bryn Mawr Capital Management
Pennsylvania
$2.53M -$485K -6,501 -16%
IAA
720
Independent Advisor Alliance
North Carolina
$2.53M -$22.6K -303 -0.9%
LSPW
721
Lake Street Private Wealth
Illinois
$2.53M +$832K +11,148 +49%
WA
722
Waverly Advisors
Alabama
$2.52M +$746K +10,432 +42%
AP
723
Advisor Partners
California
$2.5M +$1.67M +22,339 +200%
FC
724
Ferris Capital
Massachusetts
$2.49M – – –
CFA
725
CWS Financial Advisors
Michigan
$2.49M +$2.49M +33,385 New
27 28
29
30 31