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iShares Core MSCI EAFE ETF
IEFA

Overview Fund Activity

1,302 hedge funds and large institutions have $80.3B invested in iShares Core MSCI EAFE ETF in 2021 Q2 according to their latest regulatory filings, with 91 funds opening new positions, 712 increasing their positions, 357 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,302
Holders Change
+17
Holders Change %
+1.32%
% of All Funds
22.73%
Holding in Top 10
287
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+1.77%
% of All Funds
5.01%
New
91
Increased
712
Reduced
357
Closed
56
Calls
$6.39M
Puts
$1.36M
Net Calls
+$5.03M
Net Calls Change
+$409K

Top Buyers

1
Victory Capital Management
Victory Capital Management
Texas
+$733M
2
USAA
United Services Automobile Association
Texas
+$732M
3
Bank of America
Bank of America
North Carolina
+$433M
4
APF
Alaska Permanent Fund
Alaska
+$378M
5
LPL Financial
LPL Financial
California
+$369M

Top Sellers

1
Jane Street
Jane Street
New York
-$304M
2
M&T Bank
M&T Bank
New York
-$216M
3
BlackRock
BlackRock
New York
-$210M
4
Northern Trust
Northern Trust
Illinois
-$115M
5
CWM
Connecticut Wealth Management
Connecticut
-$69.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
EW
1101
Evoke Wealth
California
$279K +$251K +3,351 +894%
PFBT
1102
Parkside Financial Bank & Trust
Missouri
$278K -$19.2K -257 -6%
JAG
1103
Journey Advisory Group
Kentucky
$276K – – –
CAM
1104
Congress Asset Management
Massachusetts
$275K -$227K -3,024 -45%
CWP
1105
Concord Wealth Partners
Virginia
$274K -$167K -2,233 -38%
SC
1106
Schiavi & Co
Delaware
$274K +$3.52K +47 +1%
HWM
1107
HighMark Wealth Management
Minnesota
$270K -$62.2K -831 -19%
BHBT
1108
Burke & Herbert Bank & Trust
Virginia
$269K +$41.6K +557 +18%
TAM
1109
Tocqueville Asset Management
New York
$264K – – –
FP
1110
Financial Perspectives
Minnesota
$262K -$18.2M -242,891 -99%
SEEDPG
1111
S.E.E.D. Planning Group
New York
$262K – – –
BTW
1112
Boston Trust Walden
Massachusetts
$262K +$262K +3,494 New
FFA
1113
Freedman Financial Associates
Massachusetts
$255K +$73.4K +980 +40%
MAG
1114
Mayfair Advisory Group
Alabama
$254K – – –
TI
1115
Trexquant Investment
Connecticut
$254K +$13.6K +182 +6%
FHA
1116
Flagship Harbor Advisors
Massachusetts
$253K -$972 -13 -0.4%
LCM
1117
Logan Capital Management
Pennsylvania
$253K – – –
SDWMA
1118
Schneider Downs Wealth Management Advisors
Pennsylvania
$251K – – –
WIC
1119
Whitegate Investment Counselors
New Hampshire
$251K – – –
SWA
1120
SOA Wealth Advisors
New York
$249K +$10.1K +135 +4%
CT
1121
Cambridge Trust
Massachusetts
$249K +$15K +200 +6%
HWA
1122
HCR Wealth Advisors
California
$248K -$122K -1,636 -33%
OIM
1123
Oder Investment Management
California
$245K -$23.7K -317 -9%
CBT
1124
Central Bank & Trust
Kentucky
$245K +$26.5K +354 +12%
SFP
1125
Shepherd Financial Partners
Massachusetts
$243K +$243K +3,246 New
43 44
45
46 47