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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 %
QPWM
826
Quadrant Private Wealth Management
Pennsylvania
$938K -$221K -3,075 -19%
TCM
827
Tufton Capital Management
Maryland
$938K +$39.3K +546 +4%
CS
828
Capital Square
Tennessee
$935K -$4.45K -60 -0.5%
MHS
829
M Holdings Securities
Oregon
$933K +$82.4K +1,143 +10%
NP
830
NorthRock Partners
Minnesota
$928K +$103K +1,426 +12%
WWM
831
Wolff Wiese Magana
California
$927K +$191K +2,645 +26%
Bank of Nova Scotia
832
Bank of Nova Scotia
Ontario, Canada
$925K +$12K +167 +1%
LC
833
Lincoln Capital
Nebraska
$925K +$92.3K +1,281 +11%
AIP
834
Ahrens Investment Partners
Louisiana
$923K -$18K -250 -2%
EWM
835
Empirical Wealth Management
Washington
$921K +$258K +3,582 +39%
CCP
836
Clarkston Capital Partners
Michigan
$916K – – –
VCA
837
Verdence Capital Advisors
Maryland
$914K +$94.5K +1,311 +12%
AWMG
838
Alliance Wealth Management Group
New Jersey
$913K -$84.3K -1,167 -8%
WB
839
WesBanco Bank
West Virginia
$913K +$913K +12,676 New
CFN
840
Cordasco Financial Network
Florida
$898K – – –
FFA
841
Founders Financial Alliance
North Carolina
$894K +$14.6K +196 +2%
RGC
842
Roberts, Glore & Co
Illinois
$880K +$98.4K +1,365 +13%
VWA
843
Visionary Wealth Advisors
Illinois
$875K -$119K -1,655 -12%
CMBA
844
C.M. Bidwell & Associates
Hawaii
$855K +$59.7K +829 +8%
EIP
845
Ellis Investment Partners
Pennsylvania
$854K – – –
SBH
846
Segall Bryant & Hamill
Illinois
$853K +$224K +3,105 +36%
SAM
847
Strategy Asset Managers
California
$852K -$127K -1,759 -13%
FTUS
848
Flow Traders U.S.
New York
$834K -$59.4M -824,056 -99%
SC
849
Scotia Capital
Ontario, Canada
$829K +$354K +4,909 +74%
BRWM
850
B. Riley Wealth Management
Tennessee
$821K +$287K +3,979 +54%
32 33
34
35 36