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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 %
SMI
326
Shelter Mutual Insurance
Missouri
$13.4M +$679K +9,150 +5%
CCM
327
Condor Capital Management
New Jersey
$13.3M +$400K +5,386 +3%
HF
328
Halpern Financial
Virginia
$13.3M +$2.45M +32,950 +23%
SFO
329
Stokes Family Office
Louisiana
$13.2M -$36.8K -496 -0.3%
DC
330
Davenport & Co
Virginia
$13.1M +$1.82M +24,536 +16%
First Trust Advisors
331
First Trust Advisors
Illinois
$13.1M +$651K +8,766 +5%
PW
332
Peninsula Wealth
California
$13M +$75.3K +1,014 +0.6%
BCM
333
Brookstone Capital Management
Illinois
$12.9M -$675K -9,046 -5%
FCI
334
Financial Counselors Inc
Kansas
$12.8M +$993K +13,380 +8%
DT
335
Diversified Trust
Tennessee
$12.7M +$9.74M +131,120 +324%
SIA
336
Strategic Investment Advisors
Michigan
$12.6M +$2.12M +28,550 +20%
OWM
337
Orgel Wealth Management
Wisconsin
$12.5M +$912K +12,284 +8%
HWAM
338
Hennion & Walsh Asset Management
New Jersey
$12.4M -$26.1K -351 -0.2%
SRC
339
Shufro Rose & Co
New York
$12.3M +$2.25M +30,344 +22%
N
340
Natixis
France
$12.3M +$951K +12,806 +8%
HIMC
341
Heritage Investors Management Corp
Maryland
$12.2M +$148K +1,990 +1%
KCM
342
Karp Capital Management
California
$12.1M +$1.73M +23,334 +17%
SWP
343
Summit Wealth Partners
Florida
$12.1M +$646K +8,697 +6%
LFA
344
Legacy Financial Advisors
Kentucky
$12M +$139K +1,866 +1%
GM
345
GeoWealth Management
Illinois
$11.9M -$252K -3,394 -2%
GRP
346
Global Retirement Partners
California
$11.8M +$1.08M +14,569 +10%
GPA
347
Guidance Point Advisors
Massachusetts
$11.7M +$1.32M +17,748 +13%
IDA
348
Intelligence Driven Advisers
California
$11.7M +$459K +6,191 +4%
RWG
349
Ratio Wealth Group
Colorado
$11.7M +$1.82M +24,460 +18%
CI
350
Conning Inc
Connecticut
$11.5M – – –
12 13
14
15 16