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 %
FNBSF
926
First National Bank Sioux Falls
South Dakota
$660K +$660K +8,891 New
BI
927
Berkeley Inc
Idaho
$646K +$95.9K +1,292 +17%
RI
928
Ridgewood Investments
New Jersey
$640K – – –
CP
929
Cumberland Partners
Ontario, Canada
$640K +$640K +8,621 New
SIM
930
Sadoff Investment Management
Wisconsin
$638K +$23.6K +318 +4%
CCM
931
Covington Capital Management
California
$636K +$7.35K +99 +1%
BWA
932
Beam Wealth Advisors
Louisiana
$632K +$22.9K +308 +4%
PWM
933
PBMares Wealth Management
Virginia
$627K +$119K +1,605 +23%
PO
934
Private Ocean
California
$625K +$216K +2,912 +53%
PCG
935
Private Capital Group
Connecticut
$621K +$63.9K +860 +11%
FWIA
936
Fort Washington Investment Advisors
Ohio
$619K -$114K -1,538 -16%
ODG
937
O'Dell Group
Ohio
$618K +$19.2K +259 +3%
FNC
938
First National Corp
Massachusetts
$612K +$157K +2,116 +35%
MAS
939
Madden Advisory Services
Florida
$610K +$101K +1,363 +20%
IA
940
IFG Advisory
Georgia
$608K +$132K +1,777 +28%
AP
941
Adero Partners
California
$605K – – –
CPW
942
Catalyst Private Wealth
California
$605K – – –
AAS
943
Annex Advisory Services
Wisconsin
$604K +$17.3K +233 +3%
DY
944
Dowling & Yahnke
California
$599K – – –
TAM
945
Townsend Asset Management
North Carolina
$597K +$202K +2,720 +51%
NIC
946
Northwest Investment Counselors
Oregon
$597K +$597K +8,046 New
LC
947
Lavaca Capital
Texas
$596K +$74 +1 +0%
CA
948
Claro Advisors
Massachusetts
$596K +$365K +4,911 +158%
CHC
949
City Holding Co
West Virginia
$596K +$415K +5,596 +230%
GIA
950
Goodwin Investment Advisory
Georgia
$594K +$183K +2,461 +45%
36 37
38
39 40