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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 %
WIM
1201
Westside Investment Management
California
$127K +$2.96K +2,605 +2%
RFWA
1202
RPg Family Wealth Advisory
Massachusetts
$122K – – –
CAAS
1203
Capital Asset Advisory Services
Michigan
$121K -$814 -11 -0.7%
BCPWM
1204
Bradley & Co Private Wealth Management
Florida
$120K – – –
SFC
1205
SYM Financial Corp
Indiana
$116K +$116K +1,563 New
LPIC
1206
LeJeune Puetz Investment Counsel
Michigan
$115K – – –
APWA
1207
Atlas Private Wealth Advisors
New Jersey
$112K +$1.56K +21 +1%
DI
1208
Disciplined Investments
Oklahoma
$112K +$63.6K +853 +131%
FF
1209
FourThought Financial
Florida
$111K -$5.68K -77 -5%
SCA
1210
Stonebridge Capital Advisors
Minnesota
$110K -$44K -593 -29%
GC
1211
Garde Capital
Washington
$110K – – –
FPFS
1212
First Personal Financial Services
North Carolina
$104K – – –
CYG
1213
Clean Yield Group
Vermont
$100K – – –
BFC
1214
Bedel Financial Consulting
Indiana
$98K +$39.2K +530 +67%
GAM
1215
Gemmer Asset Management
California
$97K – – –
OIA
1216
Optimum Investment Advisors
Illinois
$96K +$1.56K +21 +2%
TCCM
1217
Timber Creek Capital Management
Massachusetts
$95K – – –
RG
1218
Retirement Group
California
$95K +$4.52K +61 +5%
CWP
1219
Concord Wealth Partners
Virginia
$94K -$177K -2,388 -65%
RFA
1220
Reilly Financial Advisors
California
$93K +$90.5K +1,222 +3,594%
RP
1221
Rice Partnership
Hawaii
$93K +$93K +1,259 New
HI
1222
Hudock Inc
Pennsylvania
$88K – – –
DAM
1223
Delta Asset Management
Tennessee
$84K – – –
AIM
1224
Arcadia Investment Management
Michigan
$84K – – –
KFI
1225
Key Financial Inc
Pennsylvania
$82K – – –
47 48
49
50 51