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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 %
HR
651
Howe & Rusling
New York
$2.7M -$128K -1,722 -5%
SS
652
Sunbelt Securities
Texas
$2.69M – – –
SWP
653
Strategic Wealth Partners
Ohio
$2.68M +$58.6K +790 +2%
DWM
654
Defined Wealth Management
Oregon
$2.67M -$1.86M -25,064 -41%
PFGIA
655
Patriot Financial Group Insurance Agency
Massachusetts
$2.66M +$213K +2,864 +9%
USCWA
656
U.S. Capital Wealth Advisors
Texas
$2.64M +$2.64M +35,491 New
RC
657
Roundview Capital
New Jersey
$2.62M +$299K +4,029 +13%
LIM
658
Leavell Investment Management
Alabama
$2.62M +$575K +7,743 +28%
TCM
659
Twele Capital Management
Minnesota
$2.58M -$23.3K -314 -0.9%
CFA
660
Cahill Financial Advisors
Minnesota
$2.57M +$327K +4,403 +15%
FC
661
Ferris Capital
Massachusetts
$2.57M +$2.57M +33,394 New
LWA
662
Lineweaver Wealth Advisors
Ohio
$2.56M -$34.4K -463 -1%
BB
663
Busey Bank
Illinois
$2.56M +$68.4K +922 +3%
IAA
664
Independent Advisor Alliance
North Carolina
$2.54M +$42.8K +576 +2%
DWT
665
Dorsey & Whitney Trust
South Dakota
$2.54M -$40.2K -542 -2%
RZH
666
Relyea Zuckerberg Hanson
Connecticut
$2.53M +$19K +256 +0.8%
FA
667
Fountainhead AM
New Jersey
$2.52M +$47.7K +643 +2%
WP
668
WealthShield Partners
North Carolina
$2.47M -$8.29M -111,617 -77%
AFS
669
Annapolis Financial Services
Maryland
$2.47M +$39.1K +527 +2%
FCM
670
Firestone Capital Management
Florida
$2.45M – – –
FG
671
Fiduciary Group
Georgia
$2.43M -$103K -1,342 -4%
CDIA
672
Capital Directions Investment Advisors
Georgia
$2.42M +$171K +2,297 +8%
WBG
673
Wharton Business Group
Pennsylvania
$2.4M +$34.4K +464 +1%
AIC
674
Ameritas Investment Company
Nebraska
$2.39M +$1.62M +21,760 +208%
BWA
675
BlueSky Wealth Advisors
North Carolina
$2.37M -$52.5K -707 -2%
25 26
27
28 29