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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 %
MWM
1151
Meridian Wealth Management
Kentucky
$401K -$76.6K -1,026 -16%
PCS
1152
Personal CFO Solutions
New Jersey
$401K +$57.1K +764 +17%
CGFA
1153
Colton Groome Financial Advisors
North Carolina
$397K +$72.7K +975 +22%
CWM
1154
Collaborative Wealth Management
Florida
$397K +$397K +5,315 New
AWA
1155
Alta Wealth Advisors
Massachusetts
$394K +$151K +2,023 +62%
SSB
1156
Sandy Spring Bank
Maryland
$393K +$68.7K +921 +21%
WF
1157
Williams Financial
Vermont
$393K +$82.7K +1,107 +27%
BCM
1158
Bourgeon Capital Management
Connecticut
$392K – – –
PWPS
1159
Pinnacle Wealth Planning Services
Ohio
$391K +$17.4K +233 +5%
SC
1160
Schoolcraft Capital
Colorado
$390K +$1.42K +19 +0.4%
MCM
1161
Mitchell Capital Management
Kansas
$390K – – –
GLA
1162
Good Life Advisors
Pennsylvania
$389K +$119K +1,598 +44%
D
1163
Diversified
Delaware
$389K +$389K +5,149 New
MKA
1164
M. Kulyk & Associates
Georgia
$386K – – –
KCM
1165
Kathmere Capital Management
Pennsylvania
$384K -$1.42K -19 -0.4%
CT
1166
Cambridge Trust
Massachusetts
$383K +$130K +1,744 +51%
FNBOO
1167
First National Bank of Omaha
Nebraska
$378K -$40.4K -542 -10%
LJAC
1168
L.J. Altfest & Co
New York
$378K +$135K +1,810 +56%
BOPW
1169
Brandywine Oak Private Wealth
Pennsylvania
$376K +$131K +1,752 +53%
APWM
1170
Atlas Private Wealth Management
New York
$374K -$11.2K -150 -3%
PG
1171
Proffitt & Goodson
Tennessee
$372K – – –
VHAM
1172
Van Hulzen Asset Management
California
$369K -$98.6K -1,320 -21%
DP
1173
Denver PWM
Colorado
$369K -$55.9K -745 -13%
MCCP
1174
Mission Creek Capital Partners
California
$366K +$9.34K +125 +3%
MPI
1175
Mairs & Power Inc
Minnesota
$366K +$366K +4,903 New
45 46
47
48 49