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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
826
Cornerstone Wealth Management
Missouri
$1.1M +$698K +9,407 +174%
TPWA
827
TRUE Private Wealth Advisors
Oregon
$1.09M +$74 +1 +0%
WB
828
WesBanco Bank
West Virginia
$1.09M +$75.4K +1,015 +7%
BAM
829
Belpointe Asset Management
Nevada
$1.08M -$126K -1,693 -10%
WFA
830
West Financial Advisors
Iowa
$1.08M -$55.7K -750 -5%
BJL
831
Brighton Jones LLC
Washington
$1.08M +$27.1K +365 +3%
EK
832
Evensky & Katz
Florida
$1.07M -$5.34K -72 -0.5%
WMP
833
Wealth Management Partners
Arizona
$1.07M -$21K -283 -2%
BDF
834
Black Diamond Financial
Maryland
$1.05M -$69.1K -930 -6%
EPP
835
ETF Portfolio Partners
Kansas
$1.03M +$965 +13 +0.1%
4FG
836
4Thought Financial Group
New York
$1.03M -$268K -3,611 -21%
PWM
837
Perigon Wealth Management
California
$1.03M +$169K +2,275 +20%
HFA
838
High Falls Advisors
New York
$1.03M -$37.4K -504 -4%
EIP
839
Ellis Investment Partners
Pennsylvania
$1.02M +$119K +1,606 +13%
CFB
840
Cullen/Frost Bankers
Texas
$1.01M -$103K -1,382 -9%
SWM
841
Segment Wealth Management
Texas
$1.01M – – –
TSS
842
Two Sigma Securities
New York
$1M +$1M +13,475 New
CIC
843
Carnegie Investment Counsel
Ohio
$1M -$12.8K -172 -1%
RW
844
RVW Wealth
California
$1M +$376K +3,227 +60%
KA
845
Kovack Advisors
Florida
$999K -$31.4K -423 -3%
DSA
846
Droms Strauss Advisors
Missouri
$998K +$167K +2,241 +20%
TCM
847
Tufton Capital Management
Maryland
$990K +$9.43K +127 +1%
BFA
848
Beacon Financial Advisory
Ohio
$989K +$167K +2,254 +20%
FB
849
Fulton Bank
Pennsylvania
$985K +$273K +3,680 +38%
FFA
850
Founders Financial Alliance
North Carolina
$980K -$20.2K -272 -2%
32 33
34
35 36