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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 %
RI
1026
Ridgewood Investments
New Jersey
$644K – – –
CP
1027
Cumberland Partners
Ontario, Canada
$644K +$821 +11 +0.1%
SIM
1028
Sadoff Investment Management
Wisconsin
$642K – – –
WAL
1029
W Advisors LLC
Tennessee
$637K +$637K +8,526 New
CCM
1030
Covington Capital Management
California
$632K -$7.39K -99 -1%
ARC
1031
Advisor Resource Council
Texas
$626K +$133K +1,782 +27%
AP
1032
Adero Partners
California
$624K +$15.3K +205 +3%
ODG
1033
O'Dell Group
Ohio
$623K +$1.79K +24 +0.3%
LFG
1034
Larson Financial Group
Missouri
$623K +$136K +1,817 +28%
LWAC
1035
Laurel Wealth Advisors (California)
California
$622K +$622K +8,330 New
MAS
1036
Madden Advisory Services
Florida
$621K +$7.32K +98 +1%
ZCA
1037
Zeke Capital Advisors
Pennsylvania
$616K +$52.4K +702 +9%
LC
1038
Lavaca Capital
Texas
$615K +$15.4K +206 +3%
BFO
1039
Biltmore Family Office
North Carolina
$613K +$126K +1,690 +26%
AAS
1040
Annex Advisory Services
Wisconsin
$611K +$3.66K +49 +0.6%
OSAM
1041
O'Shaughnessy Asset Management
Connecticut
$610K -$61.5K -824 -9%
CCP
1042
Clarkston Capital Partners
Michigan
$609K -$324K -4,333 -35%
ISB
1043
Iowa State Bank
Iowa
$609K +$609K +8,159 New
CPW
1044
Catalyst Private Wealth
California
$608K – – –
RCM
1045
Raleigh Capital Management
North Carolina
$607K +$607K +8,130 New
CIA
1046
Choate Investment Advisors
Massachusetts
$606K +$25.1K +336 +4%
NIC
1047
Northwest Investment Counselors
Oregon
$603K +$1.94K +26 +0.3%
DY
1048
Dowling & Yahnke
California
$602K – – –
TPWM
1049
Twelve Points Wealth Management
Massachusetts
$599K +$599K +8,024 New
HIP
1050
HUB Investment Partners
Texas
$598K +$147K +1,971 +33%
40 41
42
43 44