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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 %
WSTAM
276
Wilbanks Smith & Thomas Asset Management
Virginia
$17.1M +$2.66M +35,830 +18%
VFIC
277
Valley Forge Investment Consultants
Pennsylvania
$17M -$1.25M -16,830 -7%
FWM
278
Fairhaven Wealth Management
Illinois
$16.9M +$881K +11,861 +5%
SWM
279
Southern Wealth Management
Texas
$16.8M +$391K +5,270 +2%
WPA
280
West Paces Advisors
Georgia
$16.8M +$242K +3,256 +1%
EWA
281
Encompass Wealth Advisors
Oregon
$16.5M +$161K +2,163 +1%
SHWM
282
Smith & Howard Wealth Management
Georgia
$16.5M -$44.8K -604 -0.3%
NL
283
NEPC LLC
Massachusetts
$16.5M +$499K +6,727 +3%
NPI
284
New Perspectives Inc
Mississippi
$16.3M +$924K +12,446 +6%
FFG
285
Ford Financial Group
California
$16.2M +$4.18M +56,342 +35%
DL
286
DOHJ LLC
Washington
$16.2M +$524K +6,849 +3%
CCM
287
Coldstream Capital Management
Washington
$16M +$2.94M +47,739 +23%
SIC
288
Sigma Investment Counselors
Michigan
$16M -$29.1K -392 -0.2%
SWM
289
Sugarloaf Wealth Management
Georgia
$15.9M -$4.24M -57,095 -21%
SIA
290
Sovereign Investment Advisors
Arizona
$15.9M -$1.25M -16,800 -7%
HCMT
291
Highland Capital Management (Tennessee)
Tennessee
$15.9M +$204K +2,753 +1%
MM
292
Main Management
California
$15.9M +$106K +1,421 +0.7%
RPWA
293
Regent Peak Wealth Advisors
Georgia
$15.8M +$56.1K +756 +0.4%
RTC
294
Riverview Trust Company
Washington
$15.7M -$80.3K -1,082 -0.5%
WT
295
Washington Trust
Rhode Island
$15.1M +$231K +3,105 +2%
OCM
296
One Capital Management
California
$15.1M +$139K +1,873 +0.9%
PPWP
297
Proquility Private Wealth Partners
Nevada
$15.1M +$810K +10,910 +6%
JFGIW
298
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$15.1M +$1.18M +15,954 +9%
MWP
299
MYCIO Wealth Partners
Pennsylvania
$15.1M +$2.09M +28,101 +16%
MFM
300
Mirsky Financial Management
New York
$15M +$408K +5,492 +3%
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