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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 %
VHAM
926
Van Hulzen Asset Management
California
$525K -$148K -2,055 -22%
DY
927
Dowling & Yahnke
California
$520K – – –
EWM
928
EPG Wealth Management
Georgia
$519K +$519K +7,198 New
CC
929
Courier Capital
New York
$515K +$82.2K +1,142 +19%
NEPWA
930
New England Private Wealth Advisors
Massachusetts
$515K +$515K +7,148 New
GT
931
Glenview Trust
Kentucky
$515K +$515K +7,151 New
OPWM
932
Oakwell Private Wealth Management
Texas
$514K +$42.2K +585 +9%
RPGK
933
Retirement Planning Group (Kansas)
Kansas
$510K +$9.15K +127 +2%
AFP
934
Ausdal Financial Partners
Iowa
$510K +$211K +2,921 +70%
FHC
935
First Heartland Consultants
Missouri
$506K -$145K -2,016 -22%
CIA
936
Choate Investment Advisors
Massachusetts
$505K – – –
SL
937
Savior LLC
Massachusetts
$505K – – –
GCA
938
Gradient Capital Advisors
California
$501K – – –
T
939
TRUADVICE
Florida
$499K +$23.6K +314 +5%
BFO
940
Boston Family Office
Massachusetts
$490K -$25.8K -358 -5%
WC
941
Whitney & Co
New York
$488K -$999K -13,878 -67%
PCG
942
Private Capital Group
Connecticut
$488K -$436K -6,052 -47%
MAS
943
Madden Advisory Services
Florida
$488K -$119K -1,656 -20%
SWM
944
SeaCrest Wealth Management
New York
$483K – – –
CAM
945
Congress Asset Management
Massachusetts
$482K -$78.8K -1,095 -14%
DP
946
Denver PWM
Colorado
$481K +$16.6K +276 +4%
SFSG
947
Sound Financial Strategies Group
Mississippi
$479K +$161K +2,230 +50%
BHIA
948
Birch Hill Investment Advisors
Massachusetts
$477K – – –
9WM
949
9258 Wealth Management
Ohio
$474K +$15.1K +210 +3%
AWS
950
AJ Wealth Strategies
New York
$471K -$50K -695 -10%
36 37
38
39 40