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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 %
PP
1151
Prosperity Planning
Missouri
$232K +$232K +3,130 New
SWA
1152
SOA Wealth Advisors
New York
$230K -$17K -230 -7%
LBA
1153
Lowell Blake & Associates
Massachusetts
$229K – – –
PSP
1154
Principal Street Partners
Tennessee
$228K – – –
DBT
1155
Dubuque Bank & Trust
Iowa
$227K -$2.3K -31 -1%
TI
1156
Trexquant Investment
Connecticut
$226K -$26.4K -355 -10%
TAM
1157
Tocqueville Asset Management
New York
$224K -$37K -500 -14%
XF
1158
XML Financial
Maryland
$224K -$9.57K -129 -4%
ACM
1159
AUA Capital Management
Pennsylvania
$223K – – –
BA
1160
Bridge Advisory
California
$223K +$223K +3,005 New
ACM
1161
Argent Capital Management
Missouri
$221K +$221K +2,983 New
AAM
1162
Aureus Asset Management
Massachusetts
$220K – – –
TWM
1163
Tradition Wealth Management
Minnesota
$220K +$5.36K +72 +2%
SQA
1164
Simon Quick Advisors
New Jersey
$217K – – –
SAM
1165
Secure Asset Management
Michigan
$215K -$200K -2,704 -48%
NHC
1166
Nicholas Hoffman & Company
Georgia
$215K – – –
KTC
1167
Kistler-Tiffany Companies
Pennsylvania
$213K -$20.2K -272 -9%
TH
1168
TCTC Holdings
Texas
$213K +$167K +2,250 +367%
MA
1169
Montag & Associates
Georgia
$213K +$211K +2,841 +11,838%
PNC
1170
Park National Corp
Ohio
$212K – – –
FCFC
1171
First Commonwealth Financial Corp
Pennsylvania
$210K +$210K +2,829 New
FSG
1172
Financial Strategies Group
Michigan
$209K +$7.64K +103 +4%
BFM
1173
Boston Financial Management
Massachusetts
$209K +$209K +2,815 New
BHWM
1174
Bar Harbor Wealth Management
New Hampshire
$208K – – –
SFSG
1175
Sound Financial Strategies Group
Mississippi
$207K -$9.11M -122,547 -98%
45 46
47
48 49