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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 %
FG
976
Foster Group
Iowa
$504K +$51.7K +696 +11%
NAM
977
NorthCoast Asset Management
Connecticut
$502K +$24.3K +327 +5%
PPP
978
Private Portfolio Partners
New Jersey
$500K +$42.5K +572 +9%
RPGK
979
Retirement Planning Group (Kansas)
Kansas
$500K -$17.2K -232 -3%
PIA
980
Perennial Investment Advisors
California
$500K +$138K +1,853 +38%
KMWM
981
Keudell/Morrison Wealth Management
Oregon
$499K +$15.2K +205 +3%
GCA
982
Gradient Capital Advisors
California
$498K -$2.75K -37 -0.5%
SWM
983
SeaCrest Wealth Management
New York
$498K – – –
CRCM
984
Corbett Road Capital Management
Virginia
$496K +$1.11K +15 +0.2%
APP
985
Avantax Planning Partners
Iowa
$496K +$85.2K +1,147 +21%
BHIA
986
Birch Hill Investment Advisors
Massachusetts
$492K – – –
ARC
987
Advisor Resource Council
Texas
$490K +$490K +6,613 New
ACM
988
Ategra Capital Management
Virginia
$486K – – –
LFG
989
Larson Financial Group
Missouri
$485K +$247K +3,323 +104%
BFO
990
Biltmore Family Office
North Carolina
$484K +$70.3K +946 +17%
3LCM
991
3D/L Capital Management
Connecticut
$482K +$30.7K +414 +7%
SC
992
Stolper & Co
Oklahoma
$480K -$4.9K -66 -1%
AFP
993
Ausdal Financial Partners
Iowa
$477K +$82K +1,103 +21%
MWM
994
Meridian Wealth Management
Kentucky
$475K +$34.8K +469 +8%
LFF
995
Level Four Financial
Texas
$473K +$37.4K +504 +9%
RC
996
Rinet Company
Massachusetts
$472K +$53.7K +724 +13%
KWM
997
Keebeck Wealth Management
Illinois
$469K -$128K -1,720 -21%
ESB
998
Essex Savings Bank
Connecticut
$467K +$121K +1,582 +35%
VHAM
999
Van Hulzen Asset Management
California
$465K – – –
BJ
1000
Brouwer & Janachowski
California
$462K – – –
38 39
40
41 42