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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 %
FC
851
Fulcrum Capital
Washington
$820K +$820K +11,379 New
CFS
852
CRA Financial Services
New Jersey
$819K +$128K +1,779 +19%
SIM
853
Sadoff Investment Management
Wisconsin
$813K – – –
MAM
854
Madison Asset Management
Wisconsin
$807K +$330K +4,581 +69%
BFA
855
Beacon Financial Advisory
Ohio
$806K +$10.8K +150 +1%
FNWM
856
Financial Network Wealth Management
Utah
$806K +$198K +2,748 +33%
Kovitz Investment Group Partners
857
Kovitz Investment Group Partners
Illinois
$796K +$110K +1,521 +16%
ST
858
Sentinel Trust
Texas
$792K -$22.4K -311 -3%
FB
859
Fulton Bank
Pennsylvania
$792K +$42.2K +586 +6%
PP
860
Patron Partners
Texas
$792K +$314K +4,363 +66%
SWPG
861
Strategic Wealth Partners Group
Illinois
$790K -$12.7K -176 -2%
FA
862
Fiducient Advisors
Illinois
$783K +$783K +10,861 New
BB
863
Berkshire Bank
Massachusetts
$783K +$783K +10,871 New
OAM
864
Oppenheimer Asset Management
New York
$780K +$27.8K +386 +4%
CTA
865
Chesley Taft & Associates
Illinois
$777K – – –
CW
866
CreativeOne Wealth
Kansas
$777K +$90.4K +1,254 +13%
BFEC
867
Benjamin F. Edwards & Company
Missouri
$774K -$188K -2,612 -20%
PA
868
Planning Alternatives
Michigan
$766K -$113K -1,563 -13%
HWMA
869
Heritage Wealth Management (Arizona)
Arizona
$751K +$751K +10,425 New
IBOK
870
Independence Bank of Kentucky
Kentucky
$750K +$44.3K +615 +6%
LWM
871
Liberty Wealth Management
California
$742K – – –
AP
872
Advisor Partners
California
$736K -$477K -6,626 -39%
DSA
873
Droms Strauss Advisors
Missouri
$733K -$21K -290 -3%
OWA
874
One Wealth Advisors
California
$724K +$232K +3,216 +47%
PGFC
875
Peapack-Gladstone Financial Corp
New Jersey
$720K +$334K +4,643 +87%
33 34
35
36 37