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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 %
SFG
676
SevenBridge Financial Group
Pennsylvania
$2.34M +$116K +1,568 +5%
AWMG
677
Alliance Wealth Management Group
New Jersey
$2.33M +$370K +4,984 +19%
JF
678
Jump Financial
Illinois
$2.32M -$2.38M -32,069 -51%
RWA
679
Ropes Wealth Advisors
Massachusetts
$2.31M -$22.3K -300 -1%
EFSCE
680
Enterprise Financial Services Corp (EFSC)
Missouri
$2.3M +$128K +1,728 +6%
LP
681
LGL Partners
Pennsylvania
$2.3M +$59K +795 +3%
MAS
682
Managed Account Services
Florida
$2.29M -$451K -6,082 -16%
NFG
683
Nations Financial Group
Iowa
$2.29M +$51.3K +691 +2%
OC
684
Oppenheimer & Co
New York
$2.28M +$428K +5,767 +23%
RA
685
Rational Advisors
New York
$2.28M -$10.8M -145,817 -83%
PG
686
Patten Group
Tennessee
$2.26M +$266K +3,585 +13%
TCA
687
Transcend Capital Advisors
New Jersey
$2.25M +$93.4K +1,221 +4%
AWMS
688
Advocacy Wealth Management Services
Georgia
$2.24M -$90.9K -1,224 -4%
SIS
689
SVB Investment Services
Utah
$2.23M +$136K +1,836 +7%
ZIM
690
Zacks Investment Management
Illinois
$2.22M -$123K -1,659 -5%
SC
691
Scotia Capital
Ontario, Canada
$2.21M +$755K +10,171 +52%
FCH
692
Freestone Capital Holdings
Washington
$2.19M – – –
WRTC
693
Wind River Trust Company
Wyoming
$2.18M – – –
KL
694
KWMG LLC
Kansas
$2.18M -$9.43K -127 -0.4%
Lido Advisors
695
Lido Advisors
California
$2.16M +$889K +11,972 +70%
VA
696
Valmark Advisers
Ohio
$2.15M +$943K +12,704 +78%
PA
697
Procyon Advisors
Connecticut
$2.15M -$1.12M -15,027 -34%
CW
698
CreativeOne Wealth
Kansas
$2.13M +$215K +2,897 +11%
SMG
699
Spectrum Management Group
Indiana
$2.11M +$801K +10,783 +61%
CFIA
700
Cantor Fitzgerald Investment Advisors
New York
$2.11M +$85.9K +1,157 +4%
26 27
28
29 30