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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 %
PP
801
PrairieView Partners
Minnesota
$1.87M +$448K +6,007 +31%
FFMBT
802
First Farmers & Merchants Bank Trust
Tennessee
$1.87M +$1.87M +25,029 New
FM
803
Foster & Motley
Ohio
$1.87M +$2.39K +32 +0.1%
KCA
804
Karn Couzens & Associates
Connecticut
$1.86M +$118K +1,578 +7%
SIG
805
Stonegate Investment Group
Alabama
$1.86M +$1.86M +24,888 New
SFG
806
StrategIQ Financial Group
Indiana
$1.85M +$241K +3,233 +15%
GPWA
807
Great Point Wealth Advisors
Massachusetts
$1.83M -$4.55K -61 -0.2%
AWA
808
Amplius Wealth Advisors
Pennsylvania
$1.81M +$1.81M +24,272 New
WIP
809
WealthCare Investment Partners
Rhode Island
$1.8M +$1.8M +24,126 New
YIA
810
YHB Investment Advisors
Connecticut
$1.79M +$129K +1,733 +8%
EWM
811
Evercore Wealth Management
New York
$1.78M – – –
FCFC
812
First Citizens Financial Corp
Iowa
$1.76M -$19.4K -260 -1%
CWS
813
Cypress Wealth Services
California
$1.76M +$490K +6,560 +38%
BF
814
Brooklyn FI
New York
$1.76M +$1.76M +23,568 New
JWM
815
JGP Wealth Management
Oregon
$1.75M +$377K +5,036 +27%
NCM
816
New Capital Management
Texas
$1.75M – – –
NCM
817
Next Capital Management
New York
$1.74M +$100K +1,343 +6%
BFG
818
Beacon Financial Group
Texas
$1.74M +$11.8K +157 +0.7%
LFAS
819
Level Four Advisory Services
Texas
$1.72M +$333K +4,465 +24%
IC
820
Innealta Capital
Texas
$1.71M +$197K +2,634 +13%
TI
821
Trexquant Investment
Connecticut
$1.71M +$1.48M +19,832 +652%
CIA
822
Capital Investment Advisors
Georgia
$1.7M -$4.7K -63 -0.3%
HSA
823
HBK Sorce Advisory
Pennsylvania
$1.69M +$311K +4,162 +23%
VWA
824
V Wealth Advisors
Kansas
$1.67M +$212K +2,842 +15%
CFA
825
Carroll Financial Associates
North Carolina
$1.66M +$920K +12,296 +124%
31 32
33
34 35