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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 %
PFG
1251
Pinnacle Financial Group
Illinois
$275K +$275K +3,684 New
CSWM
1252
Cassady Schiller Wealth Management
Ohio
$274K +$274K +3,673 New
MFW
1253
Mosaic Family Wealth
Missouri
$272K +$149 +2 +0.1%
CPC
1254
Consolidated Planning Corp
Georgia
$272K +$63.7K +854 +31%
BOC
1255
Bull Oak Capital
California
$272K +$272K +3,643 New
MPW
1256
Melone Private Wealth
Michigan
$272K +$272K +3,646 New
JAG
1257
Journey Advisory Group
Kentucky
$271K -$3.96K -53 -1%
BA
1258
Ballast Advisors
Minnesota
$270K – – –
BA
1259
Bridge Advisory
California
$269K +$45K +603 +20%
MAG
1260
Mayfair Advisory Group
Alabama
$268K +$2.85K +38 +1%
BC
1261
Burney Company
Virginia
$268K +$268K +3,585 New
FAM
1262
Formidable Asset Management
Ohio
$266K +$452 +6 +0.2%
LWP
1263
Legacy Wealth Planning
Nevada
$263K -$44.1K -591 -14%
Jane Street
1264
Jane Street
New York
$262K -$84.4K -1,129 -24%
HIF
1265
Hill Island Financial
Michigan
$262K +$262K +3,504 New
RTS
1266
Round Table Services
New Jersey
$262K +$262K +3,510 New
SEEDPG
1267
S.E.E.D. Planning Group
New York
$261K – – –
FHA
1268
Flagship Harbor Advisors
Massachusetts
$261K +$8.65K +116 +3%
PFA
1269
Pathway Financial Advisors
Vermont
$261K +$261K +3,640 New
OWA
1270
Octavia Wealth Advisors
Ohio
$260K -$1.94K -26 -0.7%
TSA
1271
Tri-Star Advisors
Texas
$260K +$260K +3,482 New
HWM
1272
HighMark Wealth Management
Minnesota
$259K -$10.2K -137 -4%
TFS
1273
TrustCore Financial Services
Tennessee
$258K -$70.8K -947 -22%
GPA
1274
Guerra Pan Advisors
New Jersey
$255K +$255K +3,418 New
MA
1275
MKT Advisors
California
$255K +$255K +3,600 New
49 50
51
52 53