IEFA icon

iShares Core MSCI EAFE ETF
IEFA

Overview Fund Activity

1,302 hedge funds and large institutions have $80.3B invested in iShares Core MSCI EAFE ETF in 2021 Q2 according to their latest regulatory filings, with 91 funds opening new positions, 712 increasing their positions, 357 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,302
Holders Change
+17
Holders Change %
+1.32%
% of All Funds
22.73%
Holding in Top 10
287
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+1.77%
% of All Funds
5.01%
New
91
Increased
712
Reduced
357
Closed
56
Calls
$6.39M
Puts
$1.36M
Net Calls
+$5.03M
Net Calls Change
+$409K

Top Buyers

1
Victory Capital Management
Victory Capital Management
Texas
+$733M
2
USAA
United Services Automobile Association
Texas
+$732M
3
Bank of America
Bank of America
North Carolina
+$433M
4
APF
Alaska Permanent Fund
Alaska
+$378M
5
LPL Financial
LPL Financial
California
+$369M

Top Sellers

1
Jane Street
Jane Street
New York
-$304M
2
M&T Bank
M&T Bank
New York
-$216M
3
BlackRock
BlackRock
New York
-$210M
4
Northern Trust
Northern Trust
Illinois
-$115M
5
CWM
Connecticut Wealth Management
Connecticut
-$69.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
1251
AllSquare Wealth Management
New York
$25K – – –
LIA
1252
LS Investment Advisors
Michigan
$24K – – –
PP
1253
Pacifica Partners
Canada
$23K – – –
TAM
1254
Tucker Asset Management
Colorado
$22.1K -$75 -1 -0.3%
CPWM
1255
Cypress Point Wealth Management
Texas
$22K – – –
TF
1256
TimeScale Financial
Massachusetts
$22K +$22K +293 New
EL
1257
EMFO LLC
Florida
$21K +$21K +278 New
LPWM
1258
Lake Point Wealth Management
Texas
$21K +$21K +286 New
VNA
1259
Valley National Advisers
Pennsylvania
$20K +$20K +262 New
IAS
1260
IMA Advisory Services
Colorado
$19K – – –
DOA
1261
D'Orazio & Associates
Virginia
$18K -$3.15K -42 -15%
CWM
1262
Cedar Wealth Management
California
$18K – – –
Bank Julius Baer & Co
1263
Bank Julius Baer & Co
Switzerland
$17K -$599 -8 -3%
LWP
1264
Laurel Wealth Planning
Minnesota
$15K -$8.29K -110 -36%
GWSG
1265
GPS Wealth Strategies Group
Colorado
$15K – – –
FEG
1266
Financial Enhancement Group
Indiana
$15K – – –
SWG
1267
Summit Wealth Group
Vermont
$13K – – –
GP
1268
Greenline Partners
New York
$13K – – –
CB
1269
CNB Bank
Pennsylvania
$13K – – –
DWMG
1270
DB Wealth Management Group
California
$13K – – –
VCM
1271
Versant Capital Management
Arizona
$13K +$152 +2 +1%
AA
1272
Addison Advisors
Vermont
$12K +$12K +157 New
JMF
1273
Johnson Midwest Financial
Iowa
$12K +$12K +165 New
OAJ
1274
Ogorek Anthony Joseph
New York
$12K +$12K +170 New
SNT
1275
Security National Trust
West Virginia
$11K -$13.2K -180 -55%
49 50
51
52 53