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iShares Core MSCI EAFE ETF
IEFA

Overview Fund Activity

1,330 hedge funds and large institutions have $82.1B invested in iShares Core MSCI EAFE ETF in 2021 Q3 according to their latest regulatory filings, with 92 funds opening new positions, 708 increasing their positions, 345 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,330
Holders Change
+28
Holders Change %
+2.15%
% of All Funds
23.36%
Holding in Top 10
292
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+1.74%
% of All Funds
5.13%
New
92
Increased
708
Reduced
345
Closed
40
Calls
$7.09M
Puts
$9.5M
Net Calls
-$2.41M
Net Calls Change
-$7.44M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$368M
2
Wells Fargo
Wells Fargo
California
+$250M
3
HVM
Harvest Volatility Management
Connecticut
+$178M
4
LPL Financial
LPL Financial
California
+$168M
5
Morgan Stanley
Morgan Stanley
New York
+$164M

Top Sellers

1
APF
Alaska Permanent Fund
Alaska
-$321M
2
Jones Financial Companies
Jones Financial Companies
Missouri
-$221M
3
RIG
RiverFront Investment Group
Virginia
-$146M
4
SVCF
Silicon Valley Community Foundation
California
-$117M
5
FCFS
First Command Financial Services
Texas
-$58.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCWA
226
Pacific Capital Wealth Advisors
California
$23.8M +$8.91M +119,937 +60%
BWM
227
BerganKDV Wealth Management
Minnesota
$23.8M +$1.74M +23,428 +8%
5L
228
55I LLC
Massachusetts
$23.5M +$6M +80,757 +34%
COI
229
Connable Office Inc
Michigan
$23.4M +$4.17M +56,191 +22%
SWP
230
Stratos Wealth Partners
Ohio
$23.4M +$2.42M +32,559 +12%
BWP
231
BSW Wealth Partners
Colorado
$23.3M +$718K +9,672 +3%
BCIM
232
Bishop & Co Investment Management
Pennsylvania
$22.5M +$815K +10,980 +4%
MWM
233
MTC Wealth Management
Florida
$22M +$1.02M +13,725 +5%
ECG
234
Edge Capital Group
Georgia
$22M +$985K +13,272 +5%
SRSA
235
S.R. Schill & Associates
Washington
$21.9M +$2.27M +30,604 +12%
William Blair & Company
236
William Blair & Company
Illinois
$21.6M +$2.45M +32,973 +13%
KAS
237
Kestra Advisory Services
Texas
$21.5M +$826K +11,123 +4%
FNBTCON
238
First National Bank & Trust Co of Newtown
Pennsylvania
$21.5M +$105K +1,414 +0.5%
VVP
239
Venture Visionary Partners
Ohio
$21.4M -$417K -5,613 -2%
BC
240
Brio Consultants
California
$21.4M +$1.67M +22,444 +8%
CSWG
241
Cardinal Strategic Wealth Guidance
Kentucky
$21.1M +$7M +94,261 +50%
UWPG
242
Ullmann Wealth Partners Group
Florida
$21.1M +$2.33M +31,331 +12%
SWM
243
Spire Wealth Management
Virginia
$21M +$1.11M +14,903 +6%
BFM
244
Broadview Financial Management
Wisconsin
$21M -$100K -1,347 -0.5%
MF
245
Montis Financial
Massachusetts
$20.8M +$291K +3,949 +1%
PWA
246
Physician Wealth Advisors
Utah
$20.8M +$504K +6,629 +2%
FA
247
FDx Advisors
Illinois
$20.4M -$83.8K -1,129 -0.4%
DT
248
Daniels + Tansey
Delaware
$20.3M +$772K +10,391 +4%
UOMF
249
University of Massachusetts Foundation
Massachusetts
$20.1M – – –
T. Rowe Price Associates
250
T. Rowe Price Associates
Maryland
$19.9M +$3.73M +50,253 +23%
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