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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 %
TWP
1251
TFO Wealth Partners
Ohio
$18K – – –
SWM
1252
Sugarloaf Wealth Management
Georgia
$17.8K -$1.8M -165,513 -99%
Bank Julius Baer & Co
1253
Bank Julius Baer & Co
Switzerland
$17K +$217 +3 +1%
TCOV
1254
Trust Company of Vermont
Vermont
$16K -$479 -7 -3%
SCA
1255
Stonebridge Capital Advisors
Minnesota
$16K +$16K +220 New
FEG
1256
Financial Enhancement Group
Indiana
$14K – – –
GWSG
1257
GPS Wealth Strategies Group
Colorado
$14K +$14K +198 New
DWMG
1258
DB Wealth Management Group
California
$13K – – –
CB
1259
CNB Bank
Pennsylvania
$12K -$44.2K -637 -79%
GP
1260
Greenline Partners
New York
$12K – – –
VCM
1261
Versant Capital Management
Arizona
$12K +$71 +1 +0.6%
IWP
1262
IAG Wealth Partners
Wisconsin
$12K +$8.21K +106 +216%
SWG
1263
Summit Wealth Group
Vermont
$12K +$12K +167 New
ME
1264
McIlrath & Eck
Washington
$11K – – –
CP
1265
Corbenic Partners
Pennsylvania
$9K – – –
LDFR
1266
Lehman & Derafelo Financial Resources
Pennsylvania
$9K – – –
GG
1267
Gleason Group
Kentucky
$9K +$9K +124 New
SIS
1268
Sound Income Strategies
Florida
$8.09K +$6.64K +92 +460%
TWA
1269
TCI Wealth Advisors
Arizona
$8K – – –
NL
1270
NEPC LLC
Massachusetts
$7.28K – – –
BBHC
1271
Brown Brothers Harriman & Co
New York
$6.12K +$384 +5,334 +7%
MHR
1272
Matthew Hamilton Rosenberg
$6K -$404 -6 -6%
CHA
1273
Carmichael Hill & Associates
Maryland
$6K – – –
RWB
1274
RMR Wealth Builders
New Jersey
$6K +$6K +81 New
LAS
1275
Lloyd Advisory Services
Georgia
$5K – – –
49 50
51
52 53