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iShares Core MSCI EAFE ETF
IEFA

Overview Fund Activity

1,302 hedge funds and large institutions have $80.3B invested in iShares Core MSCI EAFE ETF in 2021 Q2 according to their latest regulatory filings, with 91 funds opening new positions, 712 increasing their positions, 357 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,302
Holders Change
+17
Holders Change %
+1.32%
% of All Funds
22.73%
Holding in Top 10
287
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+1.77%
% of All Funds
5.01%
New
91
Increased
712
Reduced
357
Closed
56
Calls
$6.39M
Puts
$1.36M
Net Calls
+$5.03M
Net Calls Change
+$409K

Top Buyers

1
Victory Capital Management
Victory Capital Management
Texas
+$733M
2
USAA
United Services Automobile Association
Texas
+$732M
3
Bank of America
Bank of America
North Carolina
+$433M
4
APF
Alaska Permanent Fund
Alaska
+$378M
5
LPL Financial
LPL Financial
California
+$369M

Top Sellers

1
Jane Street
Jane Street
New York
-$304M
2
M&T Bank
M&T Bank
New York
-$216M
3
BlackRock
BlackRock
New York
-$210M
4
Northern Trust
Northern Trust
Illinois
-$115M
5
CWM
Connecticut Wealth Management
Connecticut
-$69.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
976
Meridian Wealth Management
Kentucky
$444K +$41K +547 +10%
SW
977
StrongBox Wealth
Missouri
$444K +$444K +5,929 New
MFS
978
McNamara Financial Services
Massachusetts
$439K +$5.46K +73 +1%
LFF
979
Level Four Financial
Texas
$439K +$9.28K +124 +2%
MWM
980
MorganRosel Wealth Management
Colorado
$439K +$82K +1,095 +23%
KFS
981
Kelly Financial Services
Massachusetts
$437K +$433K +32,405 +9,702%
FHC
982
First Horizon Corporation
Tennessee
$435K – – –
GSAM
983
Grant Street Asset Management
Pennsylvania
$433K -$51.3M -190,682 -99%
P
984
Pitcairn
Pennsylvania
$431K – – –
APWM
985
Atlas Private Wealth Management
New York
$430K -$11.2K -150 -3%
AA
986
Advisory Alpha
Michigan
$426K +$16.8K +225 +4%
WC
987
Whitney & Co
New York
$424K -$83.5K -1,115 -16%
RW
988
Rede Wealth
Virginia
$423K -$6.37K -85 -1%
VCS
989
Vaughan & Co Securities
New Jersey
$422K – – –
RC
990
Rinet Company
Massachusetts
$422K +$24.8K +331 +6%
CRC
991
Curi RMB Capital
Illinois
$420K -$29.9K -400 -7%
SAM
992
Secure Asset Management
Michigan
$419K -$39.4K -527 -9%
BFO
993
Biltmore Family Office
North Carolina
$417K +$60.6K +810 +17%
EF
994
Empirical Finance
Pennsylvania
$417K +$417K +5,567 New
WF
995
WoodTrust Financial
Wisconsin
$415K – – –
TCMP
996
Thrive Capital Management (Pennsylvania)
Pennsylvania
$415K +$27.1K +362 +7%
GIA
997
Goodwin Investment Advisory
Georgia
$414K -$32.6K -435 -7%
APP
998
Avantax Planning Partners
Iowa
$414K +$206K +2,747 +99%
PO
999
Private Ocean
California
$412K +$326K +4,353 +379%
AWA
1000
Arkadios Wealth Advisors
Georgia
$411K -$2.88M -38,569 -88%
38 39
40
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