IEFA icon

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 %
PCWA
276
Pacific Capital Wealth Advisors
California
$10.7M +$250K +4,145 +2%
Citigroup
277
Citigroup
New York
$10.6M -$3.34M -55,358 -24%
ADL
278
Asset Dedication LLC
California
$10.5M +$984K +16,321 +10%
PW
279
Peninsula Wealth
California
$10.4M -$42.8K -710 -0.4%
HIMC
280
Heritage Investors Management Corp
Maryland
$10.3M -$105K -1,736 -1%
TYCC
281
Texas Yale Capital Corp
Florida
$10.1M – – –
EWA
282
Exencial Wealth Advisors
Oklahoma
$10M +$745K +12,352 +8%
LC
283
LCNB Corp
Ohio
$10M +$33.4K +554 +0.3%
SWM
284
Sugarloaf Wealth Management
Georgia
$9.85M -$619K -10,224 -6%
SBSB
285
Sullivan, Bruyette, Speros & Blaney
Virginia
$9.85M +$505K +8,380 +5%
SRC
286
Sage Rhino Capital
California
$9.82M +$98.7K +1,637 +1%
AIA
287
Alera Investment Advisors
Illinois
$9.76M -$2.31M -38,281 -19%
RIM
288
Rockbridge Investment Management
New York
$9.66M +$1.48M +24,620 +18%
ONB
289
Old National Bancorp
Indiana
$9.61M +$1.47M +24,440 +18%
CS
290
Comerica Securities
Michigan
$9.48M +$623K +10,335 +7%
VIM
291
VCU Investment Management
Virginia
$9.23M -$1.11M -18,492 -11%
AA
292
Argent Advisors
Louisiana
$9.18M +$9.18M +152,339 New
DL
293
DOHJ LLC
Washington
$9.13M +$306K +4,903 +3%
RPWA
294
Regent Peak Wealth Advisors
Georgia
$9.11M -$11.9K -198 -0.1%
NEAM
295
New England Asset Management
Connecticut
$9.02M +$9.02M +149,600 New
BRWA
296
B. Riley Wealth Advisors
Florida
$9.01M +$1.64M +27,322 +22%
ATC
297
Argent Trust Co
Tennessee
$8.95M -$493K -8,175 -5%
SCP
298
Syntal Capital Partners
Texas
$8.75M -$1.71M -28,299 -16%
VC
299
Veracity Capital
Georgia
$8.75M -$2.3M -38,162 -21%
AWM
300
Altavista Wealth Management
North Carolina
$8.71M +$163K +2,696 +2%
10 11
12
13 14