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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 %
1IA
1201
1834 Investment Advisors
Wisconsin
$54K – – –
First Manhattan
1202
First Manhattan
New York
$54K +$46.4K +648 +611%
CA
1203
Crewe Advisors
Utah
$53K – – –
HS
1204
Horan Securities
United States
$51K – – –
FPB
1205
First PREMIER Bank
South Dakota
$50K – – –
MWP
1206
Meridian Wealth Partners
Pennsylvania
$50K – – –
TC
1207
Trust Company
Kansas
$50K +$38.3K +529 +329%
EP
1208
Eudaimonia Partners
Tennessee
$49K -$8.17K -113 -14%
SMA
1209
Sage Mountain Advisors
Georgia
$48K – – –
AWM
1210
Accel Wealth Management
Iowa
$45K – – –
TH
1211
TCTC Holdings
Texas
$44K – – –
POIA
1212
Pin Oak Investment Advisors
Texas
$44K – – –
TCWM
1213
Total Clarity Wealth Management
Illinois
$44K +$44K +615 New
FWC
1214
First Washington Corp
Washington
$43K – – –
SFP
1215
Sterling Financial Planning
New Jersey
$38K +$2.96K +41 +8%
PC
1216
Permanens Capital
New York
$38K +$7.16K +100 +23%
KFI
1217
Key Financial Inc
Pennsylvania
$37K – – –
SIAP
1218
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$36K – – –
FPW
1219
Flagship Private Wealth
Massachusetts
$34.3K -$817 -11 -2%
SPWG
1220
Sage Private Wealth Group
Illinois
$33K – – –
MRCM
1221
M&R Capital Management
New Jersey
$32K – – –
IF
1222
Ironwood Financial
Arizona
$32K – – –
RPCA
1223
Running Point Capital Advisors
California
$32K – – –
PSB
1224
Piscataqua Savings Bank
New Hampshire
$32K +$32K +444 New
OIS
1225
Okabena Investment Services
Minnesota
$31K – – –
47 48
49
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