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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 %
DADC
751
D.A. Davidson & Co
Montana
$1.48M +$1.22M +16,879 +459%
WWM
752
Western Wealth Management
Colorado
$1.47M +$116K +1,608 +9%
4FG
753
4Thought Financial Group
New York
$1.46M +$1.46M +20,308 New
PGWM
754
Parisi Gray Wealth Management
New Jersey
$1.46M -$4.4K -61 -0.3%
BCA
755
Bay Colony Advisors
Massachusetts
$1.45M +$15.6K +217 +1%
LFAS
756
Level Four Advisory Services
Texas
$1.44M +$330K +4,587 +30%
PP
757
PrairieView Partners
Minnesota
$1.43M +$40.4K +560 +3%
OC
758
Oppenheimer & Co
New York
$1.42M +$187K +2,600 +15%
BMCM
759
Bryn Mawr Capital Management
Pennsylvania
$1.42M -$94.4K -1,311 -6%
CAS
760
Cascadia Advisory Services
Oregon
$1.4M +$1.4M +19,487 New
KCA
761
Karn Couzens & Associates
Connecticut
$1.4M +$392K +5,446 +39%
DCM
762
Disciplina Capital Management
Tennessee
$1.37M +$510K +7,080 +59%
PWM
763
Perigon Wealth Management
California
$1.36M +$283K +3,927 +26%
CL
764
CPWM LLC
Washington
$1.36M +$356K +4,938 +36%
RWP
765
RWA Wealth Partners
Massachusetts
$1.36M +$96.7K +1,342 +8%
Millennium Management
766
Millennium Management
New York
$1.35M +$864K +11,991 +179%
BWA
767
Burt Wealth Advisors
Maryland
$1.34M -$15.4K -214 -1%
CMP
768
Courage Miller Partners
Virginia
$1.34M -$36.1K -501 -3%
S
769
SignatureFD
Georgia
$1.33M +$28K +389 +2%
WAP
770
Wealthcare Advisory Partners
Pennsylvania
$1.32M -$22.5K -313 -2%
AIP
771
Almanack Investment Partners
Pennsylvania
$1.3M -$40.5K -562 -3%
HSA
772
HBK Sorce Advisory
Pennsylvania
$1.29M +$18.7K +260 +1%
BA
773
Bellwether Advisors
Nebraska
$1.28M +$494K +6,857 +63%
OPWM
774
Oxinas Partners Wealth Management
Indiana
$1.25M -$10.5K -146 -0.8%
CSPIA
775
Cary Street Partners Investment Advisory
Virginia
$1.25M +$105K +1,457 +9%
29 30
31
32 33