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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 %
SC
951
Stolper & Co
Oklahoma
$471K – – –
PP
952
Prudential plc
United Kingdom
$468K +$468K +6,500 New
BW
953
Bison Wealth
Georgia
$463K – – –
LPT
954
Legacy Private Trust
Wisconsin
$462K – – –
MCM
955
Murphy Capital Management
New Jersey
$462K +$102K +1,421 +28%
AP
956
Adero Partners
California
$460K +$30.2K +419 +7%
ODG
957
O'Dell Group
Ohio
$459K +$43.2K +600 +10%
BJ
958
Brouwer & Janachowski
California
$449K – – –
ACM
959
Ategra Capital Management
Virginia
$444K +$35.7K +495 +9%
APC
960
Aspire Private Capital
North Carolina
$442K -$67.7K -939 -13%
SAM
961
Secure Asset Management
Michigan
$442K -$30.9K -429 -7%
OCM
962
Orion Capital Management
California
$442K +$17K +236 +4%
KMWM
963
Keudell/Morrison Wealth Management
Oregon
$441K +$2.52K +35 +0.6%
PWM
964
PBMares Wealth Management
Virginia
$438K +$504 +7 +0.1%
CRC
965
Curi RMB Capital
Illinois
$434K – – –
IA
966
Insight Advisors
Pennsylvania
$433K – – –
IPW
967
Inlet Private Wealth
Florida
$432K – – –
RC
968
Rovin Capital
Arizona
$430K -$25.2K -350 -6%
GIA
969
Goodwin Investment Advisory
Georgia
$427K -$7.45K -104 -2%
APWM
970
Atlas Private Wealth Management
New York
$425K -$22K -305 -5%
CWP
971
Concord Wealth Partners
Virginia
$424K +$246K +3,411 +138%
FHC
972
First Horizon Corporation
Tennessee
$418K +$418K +5,813 New
P
973
Pitcairn
Pennsylvania
$415K +$415K +5,760 New
LFF
974
Level Four Financial
Texas
$414K +$33.4K +463 +9%
RW
975
Rede Wealth
Virginia
$413K -$14.1K -196 -3%
37 38
39
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