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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 %
CWM
551
Calamos Wealth Management
Illinois
$4.33M +$379K +5,102 +10%
PFS
552
Prospera Financial Services
Texas
$4.32M +$1.51M +20,348 +54%
RIA
553
Regal Investment Advisors
Michigan
$4.29M +$103K +1,388 +2%
SS
554
Simplicity Solutions
Minnesota
$4.28M +$1.55M +20,809 +57%
MIM
555
Macroview Investment Management
Maryland
$4.23M +$1.85M +24,978 +78%
NFG
556
Next Financial Group
Texas
$4.23M +$480K +6,467 +13%
HWMA
557
Heritage Wealth Management (Arizona)
Arizona
$4.2M +$1.43M +19,207 +51%
PP
558
Palladium Partners
Virginia
$4.2M -$6.16K -83 -0.1%
GWM
559
Gitterman Wealth Management
New Jersey
$4.19M -$684K -9,217 -14%
ST
560
Spinnaker Trust
Maine
$4.17M +$305K +4,109 +8%
BSSFA
561
Baron Silver Stevens Financial Advisors
Florida
$4.16M +$1.28M +17,282 +45%
Bank of Nova Scotia
562
Bank of Nova Scotia
Ontario, Canada
$4.12M +$4.12M +55,500 New
RTL
563
Red Tortoise LLC
Georgia
$4.11M +$4.11M +78,023 New
LNC
564
Lincoln National Corp
Pennsylvania
$4.1M +$110K +1,476 +3%
MIAN
565
Mariner Independent Advisor Network
Kansas
$4.1M +$130K +1,747 +3%
FPCP
566
Fort Point Capital Partners
California
$4.09M -$147K -1,979 -3%
TWA
567
TPB Wealth Advisors
Texas
$4.08M +$540K +7,273 +15%
BB
568
Berkshire Bank
Massachusetts
$4.07M +$1.86M +25,091 +84%
MNBTD
569
Moody National Bank Trust Division
Texas
$4.06M -$32.6K -439 -0.8%
IC
570
Iconiq Capital
California
$4.06M +$896K +12,063 +28%
SCA
571
St. Clair Advisors
Ohio
$4.01M +$896K +12,072 +29%
BWM
572
Baystate Wealth Management
Massachusetts
$3.96M -$69.9K -941 -2%
GVAG
573
Great Valley Advisor Group
Delaware
$3.96M +$235K +3,170 +6%
ECM
574
Evergreen Capital Management
Washington
$3.93M +$23K +310 +0.6%
MWM
575
Merriman Wealth Management
Washington
$3.93M -$8.02K -108 -0.2%
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