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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 %
CWM
251
Chicago Wealth Management
Illinois
$12.3M +$353K +5,857 +3%
QCG
252
Quadrant Capital Group
Ohio
$12.2M +$761K +12,628 +7%
RCA
253
Resonant Capital Advisors
Wisconsin
$12.2M +$1.14M +18,993 +10%
UWPG
254
Ullmann Wealth Partners Group
Florida
$11.9M +$205K +3,401 +2%
CA
255
Cetera Advisors
Colorado
$11.8M -$925K -15,340 -7%
OPS
256
Orion Portfolio Solutions
Nebraska
$11.7M -$864K -14,326 -7%
KAS
257
Kestra Advisory Services
Texas
$11.7M +$11.7M +193,633 New
SPC
258
Sigma Planning Corp
Michigan
$11.7M -$220K -3,656 -2%
WT
259
Washington Trust
Rhode Island
$11.7M +$432K +7,166 +4%
CA
260
Capital Advantage
California
$11.6M +$165K +2,687 +1%
FI
261
FormulaFolio Investments
Michigan
$11.6M +$2.39M +39,725 +26%
WRF
262
Waddell & Reed Financial
Kansas
$11.5M +$11.5M +191,160 New
GSIS
263
Global Strategic Investment Solutions
Arizona
$11.5M +$22.2K +368 +0.2%
CG
264
Colony Group
Massachusetts
$11.2M +$1.17M +19,483 +12%
AWM
265
AE Wealth Management
Kansas
$11.1M -$4.56M -75,591 -29%
LWA
266
LWS Wealth Advisors
New Jersey
$11.1M -$511K -8,477 -4%
TCM
267
Towercrest Capital Management
Pennsylvania
$11.1M +$138K +2,284 +1%
LL
268
LPWM LLC
Minnesota
$11.1M +$528K +8,711 +5%
WA
269
Wealth Architects
California
$11.1M -$278K -4,608 -2%
GBT
270
Grove Bank & Trust
Florida
$11M +$810K +13,433 +8%
HW
271
Hancock Whitney
Mississippi
$10.9M +$276K +4,577 +3%
LMIM
272
Lockheed Martin Investment Management
Maryland
$10.9M -$3.01M -50,000 -22%
LFA
273
Legacy Financial Advisors
Kentucky
$10.8M -$132K -2,184 -1%
SFO
274
Stokes Family Office
Louisiana
$10.7M -$29.2K -484 -0.3%
SS
275
Simplicity Solutions
Minnesota
$10.7M -$4.15M -68,812 -28%
9 10
11
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