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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 %
MWM
1276
Mascoma Wealth Management
New Hampshire
$25K +$25K +334 New
LIA
1277
LS Investment Advisors
Michigan
$24K – – –
FBT
1278
First Bank & Trust
South Dakota
$24K +$24K +317 New
TAM
1279
Tucker Asset Management
Colorado
$22.6K – – –
TF
1280
TimeScale Financial
Massachusetts
$22K – – –
JIR
1281
James Investment Research
Ohio
$22K +$22K +298 New
LPWM
1282
Lake Point Wealth Management
Texas
$21K – – –
EL
1283
EMFO LLC
Florida
$21K – – –
SL
1284
Savior LLC
Massachusetts
$20K -$513K -6,751 -96%
VNA
1285
Valley National Advisers
Pennsylvania
$20K +$664 +9 +3%
FA
1286
Faithward Advisors
Pennsylvania
$20K +$20K +269 New
PP
1287
Pacifica Partners
Canada
$19K -$4.34K -58 -19%
IAS
1288
IMA Advisory Services
Colorado
$19K – – –
DOA
1289
D'Orazio & Associates
Virginia
$18K – – –
CWM
1290
Cedar Wealth Management
California
$18K – – –
PCFFS
1291
Pacific Center for Financial Services
California
$18K +$18K +249 New
Bank Julius Baer & Co
1292
Bank Julius Baer & Co
Switzerland
$17K +$438 +6 +3%
OC
1293
Oakworth Capital
Alabama
$17K +$17K +229 New
GWSG
1294
GPS Wealth Strategies Group
Colorado
$15K – – –
EWA
1295
Evolution Wealth Advisors
Florida
$15K +$15K +201 New
FEG
1296
Financial Enhancement Group
Indiana
$14K – – –
GP
1297
Greenline Partners
New York
$13K -$76 -1 -0.6%
DWMG
1298
DB Wealth Management Group
California
$13K – – –
VCM
1299
Versant Capital Management
Arizona
$13K – – –
JWM
1300
Janiczek Wealth Management
Colorado
$13K +$9.05K +119 +229%
50 51
52
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