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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 %
CA
1101
CoreCap Advisors
Michigan
$493K +$493K +6,606 New
AP
1102
Appleton Partners
Massachusetts
$491K +$87.6K +1,174 +22%
3LCM
1103
3D/L Capital Management
Connecticut
$490K +$5.15K +69 +1%
SSW
1104
Stone Summit Wealth
Florida
$489K +$489K +6,530 New
ACM
1105
Ategra Capital Management
Virginia
$489K +$149 +2 +0%
BHIA
1106
Birch Hill Investment Advisors
Massachusetts
$485K -$9.71K -130 -2%
BTWM
1107
Baker Tilly Wealth Management
Wisconsin
$485K +$154K +2,064 +47%
RPGK
1108
Retirement Planning Group (Kansas)
Kansas
$484K -$18.7K -250 -4%
EF
1109
Empirical Finance
Pennsylvania
$484K +$128K +1,720 +36%
SC
1110
Stolper & Co
Oklahoma
$482K – – –
OCM
1111
Orion Capital Management
California
$481K -$36K -482 -7%
AFP
1112
Ausdal Financial Partners
Iowa
$480K +$1.19K +16 +0.2%
AIM
1113
Anchor Investment Management
South Carolina
$480K +$346K +4,637 +259%
CRC
1114
Curi RMB Capital
Illinois
$479K +$60.2K +807 +14%
PWM
1115
PBMares Wealth Management
Virginia
$472K -$159K -2,130 -25%
FMBTD
1116
First Midwest Bank Trust Division
Illinois
$468K -$116K -1,558 -20%
PIA
1117
Perennial Investment Advisors
California
$466K -$34.2K -460 -7%
NFSG
1118
Newbridge Financial Services Group
Florida
$461K +$115K +1,540 +33%
OPWM
1119
Oakwell Private Wealth Management
Texas
$459K +$224 +3 +0%
PB
1120
Pinnacle Bancorp
Nebraska
$458K +$35.1K +470 +8%
PFBT
1121
Parkside Financial Bank & Trust
Missouri
$456K +$138K +1,854 +44%
MFW
1122
Meristem Family Wealth
Minnesota
$456K +$456K +6,103 New
MWM
1123
Madison Wealth Management
Ohio
$451K +$451K +6,048 New
IPW
1124
Inlet Private Wealth
Florida
$448K – – –
SB
1125
Strategic Blueprint
Georgia
$446K +$104K +1,391 +30%
43 44
45
46 47