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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 %
WANY
126
Wealthspire Advisors (New York)
New York
$61M +$59.6M +802,801 +4,139%
B
127
Bailard
California
$60.2M -$169K -2,276 -0.3%
Thrivent Financial for Lutherans
128
Thrivent Financial for Lutherans
Minnesota
$60M +$12M +952 +25%
EVM
129
Eaton Vance Management
Massachusetts
$59.1M +$2M +27,730 +4%
Mercer Global Advisors
130
Mercer Global Advisors
Colorado
$59.1M +$16.7M +224,805 +39%
LWA
131
Lenox Wealth Advisors
New York
$58.9M +$199K +2,677 +0.3%
CFFP
132
Center for Financial Planning
Michigan
$58.4M +$137K +1,841 +0.2%
VWM
133
Venturi Wealth Management
Texas
$58.3M +$2.33M +31,372 +4%
SFI
134
SPC Financial Inc
Maryland
$58.1M -$55.1K -742 -0.1%
SFBLI
135
Southern Farm Bureau Life Insurance
Mississippi
$57.8M – – –
HWA
136
Heritage Wealth Advisors
Virginia
$56.5M +$2.82M +37,987 +5%
BC
137
Bartlett & Co
Ohio
$54.5M +$2.39M +32,135 +5%
BCWM
138
Bartlett & Co Wealth Management
Ohio
$54.5M +$2.39M +32,135 +5%
IB
139
Intrust Bank
Kansas
$54.2M +$2.81M +37,890 +5%
BOH
140
Bank of Hawaii
Hawaii
$54.2M – – –
RMC
141
Regis Management Company
California
$53.5M -$1.7M -22,832 -3%
GC
142
Gratus Capital
Georgia
$52.5M +$52.5M +707,109 New
RFC
143
Regions Financial Corp
Alabama
$52.3M +$5.86M +78,961 +13%
LSAG
144
Lake Street Advisors Group
New Hampshire
$51.7M -$1.49M -20,027 -3%
CAN
145
Cetera Advisor Networks
California
$51M +$2.15M +29,021 +4%
LI
146
LVZ Inc
Michigan
$50.8M +$2.26M +30,472 +5%
Manulife (Manufacturers Life Insurance)
147
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$49.6M -$4.36M -58,733 -8%
BSB
148
Bangor Savings Bank
Maine
$49.1M +$2.53M +34,126 +5%
FSC
149
Full Sail Capital
Oklahoma
$48.5M +$4.59M +61,851 +10%
BA
150
Bridgewater Associates
Connecticut
$47.9M -$2.88M -38,845 -6%
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6
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