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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 %
CCM
801
Carlson Capital Management
Minnesota
$1.1M +$576 +8 +0.1%
CFB
802
Cullen/Frost Bankers
Texas
$1.1M -$86.1K -1,195 -7%
EFG
803
Everhart Financial Group
Ohio
$1.1M +$44.9K +623 +4%
BDF
804
Black Diamond Financial
Maryland
$1.08M – – –
MYIA
805
Mount Yale Investment Advisors
Colorado
$1.08M -$2.37M -32,824 -69%
EK
806
Evensky & Katz
Florida
$1.05M -$31.6K -438 -3%
UBV
807
United Bank (Virginia)
Virginia
$1.05M -$354K -4,918 -25%
RB
808
Renasant Bank
Mississippi
$1.04M +$106K +1,475 +11%
RIA
809
Realta Investment Advisors
Delaware
$1.04M +$172K +2,386 +20%
AWA
810
Arete Wealth Advisors
Illinois
$1.03M +$698K +9,685 +210%
JWM
811
JGP Wealth Management
Oregon
$1.03M +$85.9K +1,192 +9%
DE
812
Day & Ennis
Georgia
$1.03M -$1.51M -20,966 -60%
TPW
813
TL Private Wealth
Texas
$1.02M +$106K +1,438 +12%
PAM
814
Palisade Asset Management
Minnesota
$1.01M +$86.9K +1,206 +9%
RW
815
RVW Wealth
California
$1M -$5.56K -26 -0.6%
BJL
816
Brighton Jones LLC
Washington
$995K +$776K +10,772 +355%
BAM
817
Belpointe Asset Management
Nevada
$981K -$182K -2,524 -16%
BF
818
BOK Financial
Oklahoma
$980K -$56.6K -786 -5%
SWM
819
Segment Wealth Management
Texas
$978K – – –
Lido Advisors
820
Lido Advisors
California
$977K -$19.4K -269 -2%
CIC
821
Carnegie Investment Counsel
Ohio
$974K +$17.1K +237 +2%
VA
822
Valmark Advisers
Ohio
$961K +$7.42K +103 +0.8%
PCIA
823
Prime Capital Investment Advisors
Kansas
$955K +$45.8K +636 +5%
NCM
824
Next Capital Management
New York
$952K +$8.22K +114 +0.9%
SVWAG
825
Sound View Wealth Advisors Group
Georgia
$939K +$38.5K +535 +4%
31 32
33
34 35