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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 %
BFWA
1001
Benchmark Financial Wealth Advisors
Florida
$411K +$59.9K +801 +17%
KCM
1002
Kathmere Capital Management
Pennsylvania
$409K -$6.67K -89 -2%
LWM
1003
Liberty Wealth Management
California
$406K -$393K -5,253 -49%
BW
1004
Bison Wealth
Georgia
$406K -$75.5K -1,009 -16%
CWM
1005
Cornerstone Wealth Management
Missouri
$405K +$151K +2,011 +59%
PB
1006
Pinnacle Bancorp
Nebraska
$404K -$4.42K -59 -1%
SAG
1007
Spotlight Asset Group
Illinois
$404K +$93.1K +1,242 +30%
OSAM
1008
O'Shaughnessy Asset Management
Connecticut
$404K +$145K +1,933 +56%
AOWM
1009
Alpha Omega Wealth Management
Virginia
$402K -$22.4K -299 -5%
AWA
1010
Arete Wealth Advisors
Illinois
$401K -$26.9K -898 -6%
WAS
1011
Wealth Advisory Solutions
Indiana
$401K +$401K +5,359 New
AFP
1012
Ausdal Financial Partners
Iowa
$398K -$132K -1,758 -25%
TAM
1013
Townsend Asset Management
North Carolina
$398K +$1.2K +16 +0.3%
SIC
1014
Salem Investment Counselors
North Carolina
$394K +$102K +1,366 +35%
BCM
1015
Bourgeon Capital Management
Connecticut
$393K – – –
LOPW
1016
Live Oak Private Wealth
North Carolina
$392K +$83.5K +1,117 +27%
MCM
1017
Maryland Capital Management
Maryland
$392K +$392K +5,238 New
DP
1018
Denver PWM
Colorado
$390K -$208K -2,780 -35%
SL
1019
SWMG LLC
Texas
$390K +$182K +2,429 +87%
SC
1020
Schoolcraft Capital
Colorado
$390K +$1.12K +15 +0.3%
RC
1021
Rovin Capital
Arizona
$389K -$58.4K -780 -13%
MKA
1022
M. Kulyk & Associates
Georgia
$387K – – –
TPA
1023
Trivium Point Advisory
Connecticut
$386K -$24.1K -322 -6%
GAG
1024
GM Advisory Group
New York
$383K +$48.6K +649 +15%
LWM
1025
Lyell Wealth Management
California
$383K +$65.1K +870 +20%
39 40
41
42 43