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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 %
CCM
301
Condor Capital Management
New Jersey
$8.69M +$84.8K +1,406 +1%
SCA
302
Snowden Capital Advisors
New York
$8.68M -$1.11M -18,412 -11%
SWM
303
Southern Wealth Management
Texas
$8.61M +$40.6K +673 +0.5%
GG
304
Gofen & Glossberg
Illinois
$8.47M -$54.1K -897 -0.6%
WS
305
Wela Strategies
Georgia
$8.46M -$762K -12,637 -8%
CI
306
Conning Inc
Connecticut
$8.41M – – –
CI
307
CX Institutional
Indiana
$8.1M -$2.49M -41,328 -24%
BPA
308
Beacon Pointe Advisors
California
$8.08M -$913K -15,137 -10%
VVP
309
Venture Visionary Partners
Ohio
$8.04M +$3.53K +58 +0%
CGI
310
Cougar Global Investments
Ontario, Canada
$8M -$2.99M -49,568 -27%
HI
311
Human Investing
Oregon
$7.97M -$23.3M -386,663 -75%
NB
312
NBT Bank
New York
$7.94M +$3.14M +52,110 +65%
CAPTRUST Financial Advisors
313
CAPTRUST Financial Advisors
North Carolina
$7.87M -$3.16M -52,019 -29%
SIC
314
Shoker Investment Counsel
Ohio
$7.87M +$226K +3,744 +3%
TF
315
Tompkins Financial
New York
$7.85M +$1.99M +32,952 +34%
HR
316
Hardy Reed
Mississippi
$7.77M +$2.17K +36 +0%
HCA
317
Harbour Capital Advisors
Virginia
$7.72M +$49.7K +825 +0.6%
ISWM
318
Independent Solutions Wealth Management
New York
$7.72M +$90.9K +1,508 +1%
FNT
319
First National Trust
Pennsylvania
$7.69M -$2.69M -44,656 -26%
IWP
320
Icon Wealth Partners
Texas
$7.69M +$294K +4,882 +4%
HF
321
Halpern Financial
Virginia
$7.69M +$264K +4,378 +4%
FCI
322
Financial Counselors Inc
Kansas
$7.67M +$693K +11,498 +10%
GPA
323
Guidance Point Advisors
Massachusetts
$7.57M -$500K -8,291 -6%
APSP
324
Asset Planning Services (Pennsylvania)
Pennsylvania
$7.53M -$170K -2,825 -2%
DMC
325
Drexel Morgan & Co
Pennsylvania
$7.46M +$135K +2,245 +2%
11 12
13
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