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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 %
WF
726
Warner Financial
Maryland
$2.49M +$2.49M +33,335 New
IIC
727
Integrated Investment Consultants
Michigan
$2.48M +$2.48M +33,262 New
AFS
728
Annapolis Financial Services
Maryland
$2.48M – – –
NL
729
Navalign LLC
California
$2.48M +$478K +6,406 +24%
NL
730
NWAM LLC
Washington
$2.46M +$807K +10,809 +49%
PA
731
Procyon Advisors
Connecticut
$2.45M +$286K +3,834 +13%
NCM
732
Neumann Capital Management
California
$2.45M +$964K +12,914 +65%
HNB
733
Huntington National Bank
Ohio
$2.44M -$2.77M – –
ZIM
734
Zacks Investment Management
Illinois
$2.43M +$205K +2,749 +9%
AWMG
735
Alliance Wealth Management Group
New Jersey
$2.43M +$92.9K +1,245 +4%
RSWM
736
Robertson Stephens Wealth Management
California
$2.42M -$6.92M -92,593 -74%
DWM
737
Defined Wealth Management
Oregon
$2.42M -$271K -3,625 -10%
OC
738
Oppenheimer & Co
New York
$2.41M +$111K +1,488 +5%
EWA
739
EP Wealth Advisors
California
$2.41M -$373K -4,990 -13%
NSIM
740
North Star Investment Management
Illinois
$2.4M +$322K +4,312 +16%
LP
741
LGL Partners
Pennsylvania
$2.37M +$59.5K +797 +3%
FG
742
Fiduciary Group
Georgia
$2.36M -$9.63K -129 -0.4%
CFA
743
Cahill Financial Advisors
Minnesota
$2.34M -$245K -3,284 -9%
NWM
744
Northwest Wealth Management
Iowa
$2.34M +$277K +3,711 +13%
RWA
745
Ropes Wealth Advisors
Massachusetts
$2.32M – – –
RFG
746
Range Financial Group
Oregon
$2.3M +$267K +3,583 +13%
TWM
747
Tanglewood Wealth Management
Texas
$2.29M +$2.29M +30,727 New
SWM
748
Shelton Wealth Management
Texas
$2.29M +$2.29M +30,659 New
BWIA
749
Bryant Woods Investment Advisors
New York
$2.27M +$2.27M +30,289 New
Fisher Asset Management
750
Fisher Asset Management
Washington
$2.26M +$345K +4,616 +18%
28 29
30
31 32