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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 %
SAG
1051
Spotlight Asset Group
Illinois
$299K +$299K +4,149 New
FI
1052
FormulaFolio Investments
Michigan
$297K -$15.7M -209,101 -98%
AP
1053
Appleton Partners
Massachusetts
$297K -$6.19K -86 -2%
LOPW
1054
Live Oak Private Wealth
North Carolina
$297K +$25.1K +349 +9%
WG
1055
Welch Group
Alabama
$297K +$297K +4,124 New
LWP
1056
Legacy Wealth Planning
Nevada
$294K -$15.1K -209 -5%
SFA
1057
Seneca Financial Advisors
New York
$293K – – –
SAS
1058
Stelac Advisory Services
New York
$293K – – –
ACP
1059
Aviance Capital Partners
Florida
$292K -$48.3K -671 -14%
JFGLC
1060
Johnson Financial Group LLC (Colorado)
Colorado
$289K +$289K +4,015 New
BOTW
1061
Bank of the West
California
$288K – – –
HR
1062
Hayden Royal
North Carolina
$287K -$72.4K -1,006 -20%
WFM
1063
Wolff Financial Management
Michigan
$287K -$3.53K -49 -1%
STB
1064
S&T Bank
Pennsylvania
$287K +$287K +3,979 New
PFBT
1065
Parkside Financial Bank & Trust
Missouri
$286K +$24.4K +339 +9%
AWA
1066
Acorn Wealth Advisors
Michigan
$285K – – –
CGFA
1067
Colton Groome Financial Advisors
North Carolina
$285K +$285K +3,950 New
MAWCM
1068
Mine & Arao Wealth Creation & Management
California
$284K +$270K +3,738 +1,878%
RMDI
1069
R.M. Davis Inc
Maine
$283K – – –
MCM
1070
Mitchell Capital Management
Kansas
$283K – – –
SIC
1071
Salem Investment Counselors
North Carolina
$281K +$126K +1,748 +81%
PCA
1072
Pallas Capital Advisors
Massachusetts
$278K +$278K +3,654 New
PFA
1073
Pathway Financial Advisors
Vermont
$277K – – –
FAM
1074
Formidable Asset Management
Ohio
$276K -$36.4K -499 -12%
WCF
1075
West Coast Financial
California
$276K – – –
41 42
43
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