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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 %
VC
401
Veery Capital
Delaware
$8.93M +$579K +7,793 +7%
SF
402
Symphony Financial
Texas
$8.89M +$818K +10,977 +10%
RDFA
403
Ritter Daniher Financial Advisory
Ohio
$8.84M +$40.2K +541 +0.5%
HI
404
Human Investing
Oregon
$8.83M +$295K +3,971 +3%
CWM
405
Concentric Wealth Management
California
$8.81M +$363K +4,886 +4%
SFA
406
Source Financial Advisors
New York
$8.79M -$212K -2,860 -2%
FCIM
407
Fairview Capital Investment Management
California
$8.71M -$24.1K -325 -0.3%
MPCG
408
Matrix Private Capital Group
New York
$8.7M +$1.16M +15,594 +15%
SF
409
Summit Financial
New Jersey
$8.69M +$154K +2,070 +2%
GWMIA
410
Global Wealth Management Investment Advisory
Florida
$8.68M +$896K +12,064 +12%
RVPG
411
Relative Value Partners Group
$8.56M +$1.88M +25,331 +28%
AHC
412
Anderson Hoagland & Co
Missouri
$8.51M -$84.8K -1,142 -1%
EW
413
Element Wealth
Mississippi
$8.48M +$208K +2,798 +3%
CIAS
414
CFS Investment Advisory Services
New Jersey
$8.35M +$8.35M +112,467 New
RPC
415
Rossmore Private Capital
Connecticut
$8.35M +$240K +3,225 +3%
CWM
416
CCG Wealth Management
California
$8.35M +$1.03M +13,921 +14%
MBT
417
Montecito Bank & Trust
California
$8.33M -$2.38K -32 -0%
ABC
418
Associated Banc-Corp
Wisconsin
$8.26M +$299K +4,025 +4%
SXL
419
Summit X LLC
Missouri
$8.17M +$1.24M +16,697 +18%
IC
420
IEQ Capital
California
$8.11M -$12.9K -174 -0.2%
CCT
421
Country Club Trust
Missouri
$8.1M +$401K +5,378 +5%
ACS
422
Archford Capital Strategies
Illinois
$8.06M +$811K +10,928 +11%
SSWM
423
Smith Salley Wealth Management
North Carolina
$8.05M +$1.33M +17,974 +20%
JPG
424
Jordan Park Group
California
$8.03M +$8.03M +108,094 New
LWA
425
Lowe Wealth Advisors
Maryland
$8.02M -$36.9K -497 -0.5%
15 16
17
18 19