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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 %
ACM
1126
AUA Capital Management
Pennsylvania
$216K – – –
TCM
1127
TD Capital Management
Tennessee
$215K +$92.4K +1,285 +75%
PIA
1128
Perennial Investment Advisors
California
$214K -$95.8K -1,331 -31%
W
1129
WealthStone
Ohio
$212K +$212K +2,950 New
JFS
1130
JD Financial Services
Pennsylvania
$211K -$125K -1,739 -37%
HFS
1131
Howard Financial Services
Texas
$211K -$17K -235 -7%
CBT
1132
Central Bank & Trust
Kentucky
$210K – – –
Kayne Anderson Rudnick Investment Management
1133
Kayne Anderson Rudnick Investment Management
California
$210K +$20K +278 +11%
TWM
1134
Tradition Wealth Management
Minnesota
$208K -$973K -13,496 -82%
TFS
1135
TrustCore Financial Services
Tennessee
$208K -$650 -9 -0.3%
BWA
1136
Beam Wealth Advisors
Louisiana
$208K +$208K +2,880 New
NHC
1137
Nicholas Hoffman & Company
Georgia
$208K +$208K +2,884 New
CFO
1138
Collective Family Office
Pennsylvania
$206K -$247K -3,420 -55%
NCM
1139
Noesis Capital Mangement
Florida
$205K +$205K +2,839 New
MA
1140
MONECO Advisors
Connecticut
$205K +$205K +2,842 New
BHWM
1141
Bar Harbor Wealth Management
New Hampshire
$203K -$15.8K -219 -7%
AW
1142
ACG Wealth
Georgia
$203K -$5.9K -82 -3%
First Trust Advisors
1143
First Trust Advisors
Illinois
$201K -$24.3K -12,162 -11%
SL
1144
SWMG LLC
Texas
$201K +$201K +2,784 New
BOPW
1145
Brandywine Oak Private Wealth
Pennsylvania
$201K +$201K +2,795 New
PP
1146
Patten & Patten
Tennessee
$200K +$200K +2,777 New
APP
1147
Avantax Planning Partners
Iowa
$200K +$200K +2,780 New
NIC
1148
Northwest Investment Counselors
Oregon
$197K -$14.4K -200 -7%
TFGT
1149
TS Financial Group (TSFG)
Illinois
$181K -$81.6K -1,131 -31%
Toronto Dominion Bank
1150
Toronto Dominion Bank
Ontario, Canada
$178K -$28K -388 -14%
44 45
46
47 48