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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 %
CWM
51
Connecticut Wealth Management
Connecticut
$191M +$191M +1,790,086 New
CI Investments Inc
52
CI Investments Inc
Ontario, Canada
$179M +$62.4M +865,963 +54%
Baird Financial Group
53
Baird Financial Group
Wisconsin
$173M +$6.97M +96,699 +4%
APCM
54
Alaska Permanent Capital Management
Alaska
$164M +$87.8M +1,218,162 +116%
GT
55
Greenleaf Trust
Michigan
$161M +$2.98M +41,390 +2%
Creative Planning
56
Creative Planning
Kansas
$154M -$2.51M -34,892 -2%
AWM
57
Altium Wealth Management
New York
$152M +$13.7M +189,683 +10%
HighTower Advisors
58
HighTower Advisors
Illinois
$150M +$11.2M +155,656 +8%
HTC
59
Haverford Trust Company
Pennsylvania
$144M +$7.61M +105,686 +6%
HSBC Holdings
60
HSBC Holdings
United Kingdom
$143M -$9.31M -129,255 -6%
Wellington Management Group
61
Wellington Management Group
Massachusetts
$138M -$48.9M -678,082 -26%
BB
62
Bell Bank
North Dakota
$137M +$1.55M +21,537 +1%
Mirae Asset Global Investments
63
Mirae Asset Global Investments
South Korea
$135M -$195K -2,700 -0.1%
HHGA
64
Halbert Hargrove Global Advisors
California
$128M +$593K +8,231 +0.5%
AAS
65
Avantax Advisory Services
Texas
$124M +$7.31M +101,488 +6%
Commonwealth Equity Services
66
Commonwealth Equity Services
Massachusetts
$124M -$5.64M -78,322 -4%
HCC
67
Hirtle Callaghan & Co
Pennsylvania
$122M +$2.4M +33,283 +2%
MMI
68
Matson Money Inc
Ohio
$121M -$5.22M -72,408 -4%
CCWA
69
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$112M -$4.49M -62,379 -4%
FHB
70
First Hawaiian Bank
Hawaii
$112M -$116K -1,610 -0.1%
RIG
71
Roosevelt Investment Group
New York
$111M +$5.56M +77,164 +5%
CFG
72
CKW Financial Group
Hawaii
$107M +$2.32M +32,163 +2%
Janney Montgomery Scott
73
Janney Montgomery Scott
Pennsylvania
$105M -$28.6M -396,452 -21%
BP
74
Ballentine Partners
Massachusetts
$103M +$2.11M +29,341 +2%
Bank of Montreal
75
Bank of Montreal
Ontario, Canada
$103M +$32.3M +436,175 +46%
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