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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 %
GI
1226
Gradient Investments
Minnesota
$30K -$23.1K -323 -43%
SFSIG
1227
San Francisco Sentry Investment Group
California
$30K – – –
OFG
1228
Oxford Financial Group
Indiana
$30K – – –
HFS
1229
Horizon Financial Services
North Carolina
$30K +$30K +412 New
BWP
1230
Baldwin Wealth Partners
Massachusetts
$30K +$30K +420 New
AIA
1231
Arcadia Investment Advisors
Idaho
$28.6K – – –
FPS
1232
Fieldpoint Private Securities
Connecticut
$28K -$383K -5,234 -93%
LC
1233
Lindbrook Capital
California
$28K +$1.07K +15 +4%
EW
1234
Evoke Wealth
California
$27K – – –
HDIM
1235
Hanson & Doremus Investment Management
Vermont
$27K +$509 +7 +2%
KFS
1236
Kelly Financial Services
Massachusetts
$24.1K -$85.7K -1,189 -78%
SNT
1237
Security National Trust
West Virginia
$24K -$15.2K -209 -39%
AWM
1238
AllSquare Wealth Management
New York
$24K – – –
TCM
1239
Tradewinds Capital Management
Washington
$24K +$1.58K +22 +7%
MWM
1240
Mascoma Wealth Management
New Hampshire
$24K +$24K +334 New
KPCM
1241
Kings Point Capital Management
New York
$24K +$24K +336 New
LIA
1242
LS Investment Advisors
Michigan
$23K – – –
PP
1243
Pacifica Partners
Canada
$23K +$8.7K +118 +61%
LWP
1244
Laurel Wealth Planning
Minnesota
$22K -$37.2K -523 -63%
ST
1245
Sageworth Trust
Pennsylvania
$22K +$22K +300 New
TAM
1246
Tucker Asset Management
Colorado
$21.3K -$14.9K -207 -41%
CPWM
1247
Cypress Point Wealth Management
Texas
$21K – – –
DOA
1248
D'Orazio & Associates
Virginia
$20K +$20K +282 New
IAS
1249
IMA Advisory Services
Colorado
$18K – – –
CWM
1250
Cedar Wealth Management
California
$18K – – –
48 49
50
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