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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 %
GSWM
1126
Golden State Wealth Management
California
$446K +$126K +1,693 +39%
LG
1127
Leuthold Group
Minnesota
$441K +$13.5K +181 +3%
MFS
1128
McNamara Financial Services
Massachusetts
$438K – – –
MWM
1129
MorganRosel Wealth Management
Colorado
$438K – – –
ESB
1130
Essex Savings Bank
Connecticut
$435K -$18.5K -248 -4%
LA
1131
Latitude Advisors
Florida
$434K +$31.4K +420 +8%
GA
1132
Geller Advisors
New York
$433K +$67.7K +907 +19%
P
1133
Pitcairn
Pennsylvania
$430K – – –
CRCM
1134
Corbett Road Capital Management
Virginia
$425K -$73.4K -984 -15%
BTW
1135
Boston Trust Walden
Massachusetts
$425K +$104K +1,390 +32%
LCM
1136
Logan Capital Management
Pennsylvania
$424K +$172K +2,298 +68%
KPCM
1137
Kings Point Capital Management
New York
$422K +$422K +5,653 New
AA
1138
Aire Advisors
California
$417K +$417K +5,602 New
Millennium Management
1139
Millennium Management
New York
$416K -$2.65M -35,409 -86%
BFWA
1140
Benchmark Financial Wealth Advisors
Florida
$413K +$2.84K +38 +0.7%
TAM
1141
Tocqueville Asset Management
New York
$412K +$186K +2,500 +83%
Massachusetts Financial Services
1142
Massachusetts Financial Services
Massachusetts
$410K -$533K -7,143 -57%
TPA
1143
Trivium Point Advisory
Connecticut
$410K +$26.3K +352 +7%
LOPW
1144
Live Oak Private Wealth
North Carolina
$409K +$4.1K +55 +1%
HT
1145
HighTower Trust
Texas
$407K +$407K +5,451 New
AOWM
1146
Alpha Omega Wealth Management
Virginia
$405K +$4.27K +57 +1%
SMG
1147
Spectrum Management Group
Indiana
$404K -$1.71M -22,950 -81%
GF
1148
Gries Financial
Ohio
$404K +$80.2K +1,075 +25%
ACA
1149
Aptus Capital Advisors
Alabama
$402K +$127K +1,704 +46%
JFA
1150
Johanson Financial Advisors
California
$402K +$402K +5,379 New
44 45
46
47 48