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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 %
BWM
476
BCS Wealth Management
Tennessee
$6.22M +$16K +216 +0.3%
IA
477
IFS Advisors
Kansas
$6.19M +$129K +1,737 +2%
SW
478
SVB Wealth
Massachusetts
$6.17M +$36.6K +493 +0.6%
PFM
479
Peak Financial Management
Massachusetts
$6.16M -$25.7K -346 -0.4%
CWM
480
Cahaba Wealth Management
Georgia
$6.12M +$218K +2,941 +4%
AIM
481
Aspen Investment Management
Michigan
$6.1M +$539K +7,264 +10%
EWM
482
Endurance Wealth Management
Rhode Island
$6.05M – – –
VIA
483
Vickerman Investment Advisors
Washington
$6.05M +$6.05M +81,444 New
PFM
484
Phillips Financial Management
Indiana
$6.04M -$1.86K -25 -0%
ACP
485
Aveo Capital Partners
Colorado
$6.03M +$105K +1,413 +2%
LWP
486
Lumature Wealth Partners
Georgia
$5.87M +$270K +3,637 +5%
MAFM
487
Mid Atlantic Financial Management
Pennsylvania
$5.85M +$598K +8,047 +11%
C
488
Clearshares
New York
$5.84M +$142K +1,916 +2%
BWL
489
Bogart Wealth LLC
Virginia
$5.82M -$4.83K -65 -0.1%
APW
490
Acima Private Wealth
Virginia
$5.74M +$9.95K +134 +0.2%
CWM
491
Curi Wealth Management
North Carolina
$5.69M +$797K +10,734 +16%
BHWA
492
Beacon Harbor Wealth Advisors
Virginia
$5.69M +$284K +3,827 +5%
WDG
493
Wealth Dimensions Group
Ohio
$5.68M -$31.6K -425 -0.6%
AIA
494
Arbor Investment Advisors
North Carolina
$5.62M +$1.65M +22,195 +41%
LHC
495
Little House Capital
Massachusetts
$5.56M -$143K -1,930 -3%
MWA
496
Motive Wealth Advisors
Michigan
$5.56M +$334K +4,497 +6%
GL
497
Graypoint LLC
New York
$5.56M +$811K +10,919 +17%
MP
498
McDonald Partners
Ohio
$5.54M +$202K +2,727 +4%
HI
499
Horizon Investments
North Carolina
$5.53M -$5.23M -70,394 -49%
ICG
500
InterOcean Capital Group
Tennessee
$5.5M +$551K +7,420 +11%
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