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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 %
AOWM
976
Alpha Omega Wealth Management
Virginia
$409K -$72.1K -1,000 -15%
PPP
977
Private Portfolio Partners
New Jersey
$408K -$499K -6,928 -55%
VCS
978
Vaughan & Co Securities
New Jersey
$406K -$46.2K -641 -10%
Fiera Capital (Canada)
979
Fiera Capital (Canada)
Quebec, Canada
$406K – – –
ETI
980
Enterprise Trust & Investment
California
$405K – – –
KCM
981
Kathmere Capital Management
Pennsylvania
$400K -$20.5K -285 -5%
MFS
982
McNamara Financial Services
Massachusetts
$400K +$10.9K +158 +3%
WF
983
WoodTrust Financial
Wisconsin
$399K – – –
TPA
984
Trivium Point Advisory
Connecticut
$395K -$360 -5 -0.1%
AA
985
Advisory Alpha
Michigan
$394K +$4.39K +61 +1%
PB
986
Pinnacle Bancorp
Nebraska
$393K +$14.5K +201 +4%
FG
987
Foster Group
Iowa
$393K +$14.6K +203 +4%
SIC
988
Samalin Investment Counsel
New York
$388K +$19.4K +270 +5%
MWM
989
Meridian Wealth Management
Kentucky
$388K +$37.4K +519 +11%
CWM
990
Collaborative Wealth Management
Florida
$385K +$385K +5,543 New
TAM
991
Townsend Asset Management
North Carolina
$382K -$792 -11 -0.2%
RC
992
Rinet Company
Massachusetts
$382K +$648 +9 +0.2%
OBWG
993
Onyx Bridge Wealth Group
New York
$381K +$381K +5,292 New
LFA
994
Lighthouse Financial Advisors
Maryland
$378K -$112K -1,561 -23%
BCM
995
Bourgeon Capital Management
Connecticut
$378K – – –
SFG
996
Sovereign Financial Group
Connecticut
$377K -$2.23K -31 -0.6%
3LCM
997
3D/L Capital Management
Connecticut
$376K +$376K +5,220 New
AWP
998
Ascent Wealth Partners
New York
$375K +$94.2K +1,309 +34%
SC
999
Schoolcraft Capital
Colorado
$374K – – –
TCMP
1000
Thrive Capital Management (Pennsylvania)
Pennsylvania
$374K +$19.8K +275 +6%
38 39
40
41 42