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iShares Core MSCI EAFE ETF
IEFA

Overview Fund Activity

1,092 hedge funds and large institutions have $60.8B invested in iShares Core MSCI EAFE ETF in 2020 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 472 increasing their positions, 403 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,092
Holders Change
+24
Holders Change %
+2.25%
% of All Funds
22.09%
Holding in Top 10
230
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
4.65%
New
89
Increased
472
Reduced
403
Closed
54
Calls
$6.15M
Puts
$7.76M
Net Calls
-$1.61M
Net Calls Change
-$1.97M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$2.25B
2
BlackRock
BlackRock
New York
+$423M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$169M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$168M
5
US Bancorp
US Bancorp
Minnesota
+$78.5M

Top Sellers

1
APF
Alaska Permanent Fund
Alaska
-$368M
2
Victory Capital Management
Victory Capital Management
Texas
-$89.4M
3
Jones Financial Companies
Jones Financial Companies
Missouri
-$88.6M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$88.5M
5
PCIG
Partners Capital Investment Group
Massachusetts
-$69.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
P3I
226
Progeny 3 Inc
Washington
$15M – – –
ACA
227
Affinity Capital Advisors
California
$15M +$1.38M +22,837 +10%
WCM
228
Windham Capital Management
Massachusetts
$14.8M +$14.4M +239,167 +3,986%
DIA
229
Davidson Investment Advisors
Montana
$14.3M +$3.58M +59,470 +33%
MG
230
McCutchen Group
Washington
$14.2M +$35.5K +589 +0.3%
CCM
231
Coldstream Capital Management
Washington
$14.2M +$209K +3,475 +1%
BBA
232
BLB&B Advisors
Pennsylvania
$14.2M -$47.8K -793 -0.3%
HCM
233
Hudson Capital Management
New Jersey
$14M -$1.57M -26,093 -10%
HIM
234
Hanlon Investment Management
New Jersey
$13.9M +$5.51M +91,477 +66%
HCMT
235
Highland Capital Management (Tennessee)
Tennessee
$13.8M -$3.53M -58,484 -20%
SIA
236
Sovereign Investment Advisors
Arizona
$13.6M – – –
William Blair & Company
237
William Blair & Company
Illinois
$13.5M -$68.2K -1,131 -0.5%
BC
238
Brio Consultants
California
$13.5M +$1.08M +17,968 +9%
SHWM
239
Smith & Howard Wealth Management
Georgia
$13.5M +$512K +8,496 +4%
RTC
240
Riverview Trust Company
Washington
$13.5M -$2.79M -46,298 -17%
TFCP
241
Twin Focus Capital Partners
Massachusetts
$13.3M +$109K +1,815 +0.8%
DT
242
Daniels + Tansey
Delaware
$13.3M +$13.3M +221,115 New
NEI
243
Northwest & Ethical Investments
Ontario, Canada
$13.2M +$4.14M +68,600 +45%
AA
244
Ancora Advisors
Ohio
$13.2M +$212K +3,521 +2%
CIC
245
Cutler Investment Counsel
Oregon
$13M +$541K +8,972 +4%
GSAM
246
Grant Street Asset Management
Pennsylvania
$12.7M -$860K -14,275 -6%
FFW
247
Fusion Family Wealth
New York
$12.5M -$363K -6,030 -3%
FWM
248
Fairhaven Wealth Management
Illinois
$12.4M +$90.2K +1,496 +0.7%
MM
249
Main Management
California
$12.4M +$8.92K +148 +0.1%
WPA
250
West Paces Advisors
Georgia
$12.4M +$258K +4,285 +2%
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