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iShares Core MSCI EAFE ETF
IEFA

Overview Fund Activity

1,518 hedge funds and large institutions have $87.8B invested in iShares Core MSCI EAFE ETF in 2021 Q4 according to their latest regulatory filings, with 263 funds opening new positions, 791 increasing their positions, 328 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,518
Holders Change
+188
Holders Change %
+14.14%
% of All Funds
23.44%
Holding in Top 10
321
Holding in Top 10 Change
+29
Holding in Top 10 Change %
+9.93%
% of All Funds
4.96%
New
263
Increased
791
Reduced
328
Closed
51
Calls
$7.35M
Puts
$5.1M
Net Calls
+$2.25M
Net Calls Change
+$4.66M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$901M
2
BlackRock
BlackRock
New York
+$335M
3
CAM
Cresset Asset Management
Illinois
+$237M
4
Morgan Stanley
Morgan Stanley
New York
+$229M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$139M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$325M
2
MOACM
Mutual of America Capital Management
New York
-$208M
3
HVM
Harvest Volatility Management
Connecticut
-$129M
4
APF
Alaska Permanent Fund
Alaska
-$88.3M
5
TF
Trek Financial
Arizona
-$84.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
IC
1001
Inscription Capital
Texas
$695K +$130K +1,738 +23%
IAG
1002
Investmark Advisory Group
Connecticut
$695K +$695K +9,322 New
BFS
1003
Bradley Foster & Sargent
Connecticut
$691K +$15.3K +205 +2%
CA
1004
Calton & Associates
Florida
$690K -$572K -7,671 -45%
LWM
1005
Laidlaw Wealth Management
New York
$681K -$64.5K -865 -9%
CCA
1006
Cobblestone Capital Advisors
New York
$676K -$61.2K -820 -8%
ANBT
1007
American National Bank & Trust
Texas
$674K +$366K +4,910 +119%
AWA
1008
Aletheian Wealth Advisors
Washington
$674K +$674K +9,029 New
BAM
1009
Barrett Asset Management
New York
$674K +$674K +9,034 New
MCM
1010
Murphy Capital Management
New Jersey
$670K +$82K +1,100 +14%
PSP
1011
Principal Street Partners
Tennessee
$670K +$440K +5,896 +192%
PCG
1012
Private Capital Group
Connecticut
$669K +$44.2K +591 +7%
TNB
1013
Thomasville National Bank
Georgia
$664K – – –
T
1014
TrueFG
Texas
$663K +$11.6K +155 +2%
AC
1015
Apella Capital
Connecticut
$659K -$13.4K -179 -2%
CA
1016
Claro Advisors
Massachusetts
$659K +$59.9K +803 +10%
OBWG
1017
Onyx Bridge Wealth Group
New York
$659K +$235K +3,127 +55%
WF
1018
Welch & Forbes
Massachusetts
$659K +$659K +8,820 New
Kovitz Investment Group Partners
1019
Kovitz Investment Group Partners
Illinois
$658K -$97.3K -1,409 -13%
CCG
1020
Cypress Capital Group
Florida
$657K +$99.4K +1,331 +18%
BWA
1021
Beam Wealth Advisors
Louisiana
$656K +$20.8K +279 +3%
APP
1022
Avantax Planning Partners
Iowa
$654K +$156K +2,083 +31%
9WM
1023
9258 Wealth Management
Ohio
$652K +$66.2K +887 +11%
RW
1024
RVW Wealth
California
$649K +$8.66K +116 +1%
GT
1025
Glenview Trust
Kentucky
$648K +$252K +3,375 +64%
39 40
41
42 43