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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 %
PWS
1076
Peterson Wealth Services
Utah
$561K +$561K +7,517 New
WF
1077
WoodTrust Financial
Wisconsin
$559K +$22.4K +300 +4%
HFS
1078
Haverford Financial Services
Pennsylvania
$558K – – –
CFAM
1079
Coury Firm Asset Management
Pennsylvania
$558K +$558K +7,470 New
AW
1080
Avion Wealth
Texas
$549K +$479K +6,422 +690%
BWM
1081
BlackDiamond Wealth Management
New York
$544K +$544K +7,282 New
FWIA
1082
Fort Washington Investment Advisors
Ohio
$543K -$79K -1,058 -13%
AC
1083
Anson Capital
Georgia
$542K +$542K +7,301 New
CHC
1084
City Holding Co
West Virginia
$539K -$17.3K -250 -3%
BI
1085
Berkeley Inc
Idaho
$539K -$110K -1,477 -17%
PPP
1086
Private Portfolio Partners
New Jersey
$537K +$34.3K +459 +7%
EAM
1087
Empirical Asset Management
Massachusetts
$524K +$524K +7,023 New
GAM
1088
Gould Asset Management
California
$521K +$233K +3,115 +81%
CSB
1089
City State Bank
Iowa
$521K +$521K +6,975 New
MWP
1090
Madison Wealth Partners
Wisconsin
$508K -$36.6K -491 -7%
BFO
1091
Boston Family Office
Massachusetts
$508K – – –
SWM
1092
SeaCrest Wealth Management
New York
$508K +$6.8K +91 +1%
SL
1093
SWMG LLC
Texas
$507K -$216K -2,885 -30%
FG
1094
Foster Group
Iowa
$507K – – –
GKWIM
1095
Gerber Kawasaki Wealth & Investment Management
California
$506K +$504K +6,753 +20,464%
KMWM
1096
Keudell/Morrison Wealth Management
Oregon
$503K +$1.12K +15 +0.2%
LPT
1097
Legacy Private Trust
Wisconsin
$503K +$119K +1,591 +31%
GCA
1098
Gradient Capital Advisors
California
$501K +$298 +4 +0.1%
FPS
1099
Fieldpoint Private Securities
Connecticut
$496K +$349K +4,667 +236%
FWA
1100
FSC Wealth Advisors
New York
$495K +$495K +6,630 New
42 43
44
45 46