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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 %
BA
1126
Ballast Advisors
Minnesota
$268K +$268K +3,613 New
HWM
1127
HighMark Wealth Management
Minnesota
$267K -$371 -5 -0.1%
PMFA
1128
Plante Moran Financial Advisors
Michigan
$266K +$112K +1,501 +72%
FAM
1129
Formidable Asset Management
Ohio
$262K -$185K -2,490 -41%
MAG
1130
Mayfair Advisory Group
Alabama
$261K +$10.8K +147 +4%
OWA
1131
Octavia Wealth Advisors
Ohio
$260K -$49.9K -673 -16%
SEEDPG
1132
S.E.E.D. Planning Group
New York
$260K – – –
FFA
1133
Freedman Financial Associates
Massachusetts
$253K – – –
FHA
1134
Flagship Harbor Advisors
Massachusetts
$253K – – –
CT
1135
Cambridge Trust
Massachusetts
$252K +$4.84K +65 +2%
LCM
1136
Logan Capital Management
Pennsylvania
$251K – – –
CCA
1137
Column Capital Advisors
Indiana
$251K +$223K +3,007 +802%
SDWMA
1138
Schneider Downs Wealth Management Advisors
Pennsylvania
$249K – – –
WIC
1139
Whitegate Investment Counselors
New Hampshire
$249K – – –
ACP
1140
Aviance Capital Partners
Florida
$248K -$80.6K -1,086 -25%
ST
1141
Sabal Trust
Florida
$247K +$31.2K +420 +14%
JFS
1142
JD Financial Services
Pennsylvania
$247K +$247K +3,323 New
BOPW
1143
Brandywine Oak Private Wealth
Pennsylvania
$243K -$107K -1,453 -31%
OIM
1144
Oder Investment Management
California
$243K – – –
CBT
1145
Central Bank & Trust
Kentucky
$243K – – –
AWA
1146
Alta Wealth Advisors
Massachusetts
$242K +$8.54K +115 +4%
AWP
1147
Abacus Wealth Partners
California
$242K -$94.6K -1,274 -28%
LJAC
1148
L.J. Altfest & Co
New York
$241K +$14.2K +191 +6%
CCT
1149
Capital City Trust
Florida
$241K +$14.4K +194 +6%
STB
1150
S&T Bank
Pennsylvania
$238K -$238K -3,211 -50%
44 45
46
47 48