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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 %
IWMA
176
Ironwood Wealth Management (Arizona)
Arizona
$32M +$719K +9,986 +2%
MMA
177
Miracle Mile Advisors
California
$31.7M -$86.4K -1,199 -0.3%
CAPTRUST Financial Advisors
178
CAPTRUST Financial Advisors
North Carolina
$31.6M +$5.56M +77,122 +21%
WA
179
Waddell & Associates
Tennessee
$30.8M +$1.39M +19,263 +5%
CAI
180
Capital Advisors Inc
Oklahoma
$30.5M -$876K -12,154 -3%
Wealth Enhancement Advisory Services
181
Wealth Enhancement Advisory Services
Minnesota
$30.4M +$8.5M +115,921 +39%
MCWS
182
McKinley Carter Wealth Services
West Virginia
$30M +$26.5M +367,547 +747%
SAF
183
Smith Anglin Financial
Texas
$29.6M +$13.7M +189,502 +86%
Financial Engines Advisors
184
Financial Engines Advisors
California
$29.6M +$1.49M +20,668 +5%
SIAM
185
Sterling Investment Advisors (Missouri)
Missouri
$29.6M +$542K +7,524 +2%
ANTB
186
AMG National Trust Bank
Colorado
$29M +$2.95M +40,905 +11%
TCBWMS
187
Texas Capital Bank Wealth Management Services
Texas
$28.8M +$1.72M +23,888 +6%
FFA
188
Fragasso Financial Advisors
Pennsylvania
$28.6M +$845K +11,729 +3%
IL
189
Investure LLC
Virginia
$28.4M +$25.8M +357,781 +981%
BCI
190
Brinker Capital Investments
Pennsylvania
$28.2M +$27.6M +383,168 +4,822%
A
191
AdvicePeriod
California
$28.2M -$1.17M -16,197 -4%
IFAM
192
Institutional & Family Asset Management
Colorado
$27.8M +$17.9M +248,127 +179%
CWM
193
Cranbrook Wealth Management
Michigan
$27.6M +$895K +12,427 +3%
LIA
194
LBMC Investment Advisors
Tennessee
$26.6M +$3.75M +52,043 +16%
MAM
195
Meeder Asset Management
Ohio
$26.3M +$9.41M +130,670 +56%
DIP
196
DT Investment Partners
Pennsylvania
$25.9M +$1.41M +19,525 +6%
MA
197
MUFG Americas
New York
$25.9M +$1.48M +20,472 +6%
WT
198
Whittier Trust
California
$25.3M +$643K +8,930 +3%
FLA
199
Financial Life Advisors
Texas
$25.3M +$738K +10,241 +3%
PAG
200
Private Advisor Group
New Jersey
$24.8M -$2.48M -34,383 -9%
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