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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 %
BAMG
901
Brand Asset Management Group
Missouri
$640K +$58.5K +812 +10%
PCA
902
Personal Capital Advisors
California
$639K -$64.4K -894 -9%
MOS
903
MGO One Seven
Ohio
$639K +$293K +4,073 +85%
WF
904
Williams Financial
Vermont
$633K -$1.21M -16,776 -66%
AFG
905
Arkansas Financial Group
Arkansas
$632K +$17.8K +247 +3%
OAP
906
One Advisory Partners
Kansas
$630K -$2.48M -34,375 -80%
FNBT
907
FineMark National Bank & Trust
Florida
$628K +$160K +2,216 +34%
RI
908
Ridgewood Investments
New Jersey
$621K +$621K +8,623 New
AC
909
Apella Capital
Connecticut
$613K -$7.06K -98 -1%
CCM
910
Covington Capital Management
California
$610K – – –
TC
911
Trilogy Capital
California
$608K +$608K +8,435 New
EFS
912
Essex Financial Services
Connecticut
$606K +$10K +139 +2%
T
913
TrueFG
Texas
$606K +$39.6K +550 +7%
AUB
914
Atlantic Union Bankshares
Virginia
$586K – – –
MWP
915
Madison Wealth Partners
Wisconsin
$571K – – –
AAS
916
Annex Advisory Services
Wisconsin
$569K +$116K +1,616 +26%
KIG
917
Kowal Investment Group
Wisconsin
$558K +$162K +2,245 +41%
IA
918
IFG Advisory
Georgia
$556K +$97.9K +1,359 +21%
KPWG
919
KFA Private Wealth Group
Virginia
$554K -$15.6K -216 -3%
FNC
920
First National Corp
Massachusetts
$549K -$22K -305 -4%
IC
921
Inscription Capital
Texas
$545K – – –
ZCA
922
Zeke Capital Advisors
Pennsylvania
$544K – – –
HFS
923
Haverford Financial Services
Pennsylvania
$539K – – –
BI
924
Berkeley Inc
Idaho
$531K – – –
FIM
925
Freedom Investment Management
Connecticut
$530K -$89.6K -1,244 -14%
35 36
37
38 39