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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 %
PAS
501
Park Avenue Securities
New York
$5.49M +$794K +10,698 +17%
KPWS
502
Kestra Private Wealth Services
Texas
$5.49M +$2.52M +33,974 +85%
FFC
503
Fure Financial Corporation
Minnesota
$5.48M -$1.66M -22,424 -23%
KA
504
Klingman & Associates
New York
$5.46M +$293K +3,948 +6%
S
505
SignatureFD
Georgia
$5.45M +$3.21M +43,166 +143%
RBC
506
Roble Belko & Company
Pennsylvania
$5.43M +$276K +3,720 +5%
FFA
507
First Foundation Advisors
California
$5.42M +$994K +13,392 +22%
TIA
508
Tiemann Investment Advisors
California
$5.41M +$395K +5,320 +8%
Axa
509
Axa
France
$5.41M +$491K +6,617 +10%
EI
510
Ellevest Inc
New York
$5.41M +$680K +9,157 +14%
BCA
511
Bray Capital Advisors
Florida
$5.4M +$131K +1,760 +2%
MFA
512
Mayflower Financial Advisors
Massachusetts
$5.36M -$230K -3,023 -4%
NEGWA
513
New England Guild Wealth Advisors
Connecticut
$5.35M +$192K +2,583 +4%
AL
514
Aspiriant LLC
California
$5.26M +$874K +11,770 +20%
APSP
515
Asset Planning Services (Pennsylvania)
Pennsylvania
$5.26M -$142K -1,916 -3%
CWA
516
Core Wealth Advisors
Florida
$5.22M +$5.22M +70,300 New
ASN
517
Advisory Services Network
Georgia
$5.12M +$725K +9,756 +16%
BWCS
518
Beirne Wealth Consulting Services
Connecticut
$5.1M -$1.41K -19 -0%
PCA
519
Providence Capital Advisors
North Carolina
$5.09M +$278K +3,747 +6%
TTWM
520
TCV Trust & Wealth Management
Virginia
$5.08M -$1.71K -23 -0%
RHBC
521
R.H. Bluestein & Co
Michigan
$5.06M +$344K +4,634 +7%
FFS
522
Founders Financial Securities
Maryland
$5.01M +$150K +2,018 +3%
WWP
523
Waypoint Wealth Partners
California
$4.97M +$21K +283 +0.4%
LF
524
Lee Financial
Texas
$4.91M +$15.2K +205 +0.3%
BAM
525
Baldrige Asset Management
Pennsylvania
$4.88M +$88.9K +1,197 +2%
19 20
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