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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 %
OPWM
1001
Oakwell Private Wealth Management
Texas
$456K -$83.8K -1,130 -16%
SW
1002
StrongBox Wealth
Missouri
$450K +$10K +135 +2%
HIP
1003
HUB Investment Partners
Texas
$448K +$110K +1,487 +33%
IPW
1004
Inlet Private Wealth
Florida
$446K – – –
New York State Common Retirement Fund
1005
New York State Common Retirement Fund
New York
$446K +$300K +4,045 +206%
GFP
1006
Gryphon Financial Partners
Ohio
$442K +$442K +5,958 New
B
1007
Brightworth
Georgia
$440K +$440K +5,926 New
CL
1008
Choreo LLC
Illinois
$438K +$95.3K +1,283 +28%
MFS
1009
McNamara Financial Services
Massachusetts
$436K – – –
MWM
1010
MorganRosel Wealth Management
Colorado
$435K – – –
OBWG
1011
Onyx Bridge Wealth Group
New York
$428K +$428K +5,659 New
P
1012
Pitcairn
Pennsylvania
$427K – – –
LG
1013
Leuthold Group
Minnesota
$425K +$144K +1,946 +51%
DP
1014
Denver PWM
Colorado
$421K +$34.3K +462 +9%
PB
1015
Pinnacle Bancorp
Nebraska
$420K +$19.9K +268 +5%
CRC
1016
Curi RMB Capital
Illinois
$417K – – –
FNBOO
1017
First National Bank of Omaha
Nebraska
$417K +$417K +5,612 New
BFWA
1018
Benchmark Financial Wealth Advisors
Florida
$408K – – –
TCMP
1019
Thrive Capital Management (Pennsylvania)
Pennsylvania
$407K -$4.45K -60 -1%
LOPW
1020
Live Oak Private Wealth
North Carolina
$403K +$13.8K +186 +4%
AP
1021
Appleton Partners
Massachusetts
$401K +$95.1K +1,282 +31%
LA
1022
Latitude Advisors
Florida
$400K +$193K +2,603 +93%
NWA
1023
New World Advisors
Massachusetts
$400K +$400K +5,225 New
AOWM
1024
Alpha Omega Wealth Management
Virginia
$397K -$2.23K -30 -0.6%
SFG
1025
Sovereign Financial Group
Connecticut
$396K +$7.56K +102 +2%
39 40
41
42 43