IEFA icon

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 %
CAS
901
Cascadia Advisory Services
Oregon
$753K -$3.49K -47 -0.5%
VC
902
Vicus Capital
Pennsylvania
$750K -$81.1K -1,092 -10%
LWM
903
Laidlaw Wealth Management
New York
$742K -$394K -5,308 -35%
GPC
904
Garrison Point Capital
California
$739K – – –
CFA
905
Carroll Financial Associates
North Carolina
$737K +$38.9K +524 +6%
SVWAG
906
Sound View Wealth Advisors Group
Georgia
$735K +$74 +1 +0%
CCA
907
Cobblestone Capital Advisors
New York
$733K +$53.2K +717 +8%
SIC
908
Salem Investment Counselors
North Carolina
$723K +$332K +4,472 +85%
SL
909
SWMG LLC
Texas
$718K +$331K +4,458 +86%
OAP
910
One Advisory Partners
Kansas
$711K +$57.6K +776 +9%
LF
911
Lantz Financial
Illinois
$707K -$20.6K -277 -3%
SLT
912
St Louis Trust
Missouri
$707K – – –
AA
913
Advisory Alpha
Michigan
$698K +$275K +3,705 +65%
HWA
914
Hilltop Wealth Advisors
North Carolina
$694K – – –
TW
915
Transform Wealth
Colorado
$691K +$468K +6,295 +209%
HC
916
Hamilton Capital
Ohio
$685K +$685K +9,222 New
PIA
917
Pinion Investment Advisors
Kansas
$683K +$72.3K +974 +12%
BFS
918
Bradley Foster & Sargent
Connecticut
$672K – – –
AC
919
Apella Capital
Connecticut
$669K -$10.3K -138 -2%
AC
920
AlphaCore Capital
California
$669K +$669K +9,004 New
OSAM
921
O'Shaughnessy Asset Management
Connecticut
$668K +$268K +3,610 +67%
T
922
TrueFG
Texas
$667K +$23.1K +302 +4%
Vontobel Holding
923
Vontobel Holding
Switzerland
$665K +$429K +5,782 +182%
CC
924
Courier Capital
New York
$661K – – –
TNB
925
Thomasville National Bank
Georgia
$660K -$90.9K -1,225 -12%
35 36
37
38 39