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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 %
CAM
1101
Concorde Asset Management
Michigan
$242K -$1.81M -25,064 -88%
JFA
1102
JNBA Financial Advisors
Minnesota
$242K +$17.4K +242 +8%
WIC
1103
Whitegate Investment Counselors
New Hampshire
$241K -$7.26K -101 -3%
SDWMA
1104
Schneider Downs Wealth Management Advisors
Pennsylvania
$241K – – –
CCM
1105
Compton Capital Management
Rhode Island
$237K – – –
SQA
1106
Simon Quick Advisors
New Jersey
$237K – – –
FWM
1107
Frontier Wealth Management
Missouri
$237K +$7.58K +105 +3%
NCM
1108
Neumann Capital Management
California
$237K +$12.4K +172 +6%
AF
1109
Allworth Financial
California
$236K +$61.3K +850 +35%
BA
1110
Ballast Advisors
Minnesota
$235K – – –
IRC
1111
Investors Research Corp
Georgia
$234K – – –
AWP
1112
Abacus Wealth Partners
California
$234K – – –
TI
1113
Trexquant Investment
Connecticut
$232K +$232K +3,214 New
LFG
1114
Larson Financial Group
Missouri
$231K -$37.2K -517 -14%
DBT
1115
Dubuque Bank & Trust
Iowa
$231K +$231K +3,201 New
SWA
1116
SOA Wealth Advisors
New York
$230K -$12.7K -177 -5%
AIA
1117
Angeles Investment Advisors
California
$229K – – –
XF
1118
XML Financial
Maryland
$225K -$1.66K -23 -0.7%
CT
1119
Cambridge Trust
Massachusetts
$225K +$225K +3,123 New
AWA
1120
Alta Wealth Advisors
Massachusetts
$224K -$3.17K -44 -1%
CCT
1121
Capital City Trust
Florida
$220K – – –
BHBT
1122
Burke & Herbert Bank & Trust
Virginia
$219K +$219K +3,042 New
BIA
1123
Biondo Investment Advisors
Pennsylvania
$218K – – –
EIA
1124
Edgemoor Investment Advisors
Maryland
$217K – – –
SHJ
1125
Sharkey, Howes & Javer
Colorado
$216K -$3.41M -47,397 -94%
43 44
45
46 47