IEFA icon

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 %
RWA
1201
River Wealth Advisors
Pennsylvania
$333K -$10.2K -137 -3%
RWM
1202
Rockwood Wealth Management
Pennsylvania
$333K +$333K +4,461 New
MCM
1203
Morton Capital Management
California
$333K +$333K +4,459 New
BFG
1204
Baron Financial Group
New Jersey
$331K +$5.97K +80 +2%
TCM
1205
TD Capital Management
Tennessee
$330K +$23.2K +311 +8%
BIAS
1206
Beacon Investment Advisory Services
New Jersey
$330K +$330K +4,419 New
ACM
1207
Advisors Capital Management
New Jersey
$327K +$327K +4,382 New
DWP
1208
Destiny Wealth Partners
Florida
$326K -$10.9K -146 -3%
TIM
1209
Tevis Investment Management
Texas
$326K +$326K +4,351 New
OWA
1210
Outlook Wealth Advisors
Texas
$325K -$1.47M -19,695 -82%
BFC
1211
Blue Fin Capital
Rhode Island
$325K +$45.8K +615 +16%
IA
1212
Insight Advisors
Pennsylvania
$324K -$5.59K -75 -2%
RMDI
1213
R.M. Davis Inc
Maine
$324K – – –
CBT
1214
Central Bank & Trust
Kentucky
$323K +$78.3K +1,048 +32%
JFA
1215
JNBA Financial Advisors
Minnesota
$321K -$11K -147 -3%
MCM
1216
Maryland Capital Management
Maryland
$321K +$7.3K +98 +2%
BWFA
1217
Baltimore-Washington Financial Advisors
Maryland
$320K -$3.72K -50 -1%
MFG
1218
Magnus Financial Group
New York
$319K -$9.84K -132 -3%
WFM
1219
Wolff Financial Management
Michigan
$319K +$2.76K +37 +0.9%
NWMG
1220
National Wealth Management Group
Ohio
$318K +$318K +4,265 New
VCM
1221
Vigilant Capital Management
Maine
$318K -$78.9K -1,056 -20%
NGA
1222
Naples Global Advisors
Florida
$317K -$7.46K -100 -2%
SDWMA
1223
Schneider Downs Wealth Management Advisors
Pennsylvania
$313K +$63.2K +848 +25%
TRIA
1224
Trail Ridge Investment Advisors
Colorado
$312K +$312K +4,175 New
BFG
1225
Barber Financial Group
Kansas
$311K -$1.34K -18 -0.4%
47 48
49
50 51