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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 %
OWM
326
Orgel Wealth Management
Wisconsin
$7.46M +$492K +8,158 +7%
IFAM
327
Institutional & Family Asset Management
Colorado
$7.45M -$107K -1,776 -1%
WPW
328
Waldron Private Wealth
Pennsylvania
$7.43M +$581K +9,645 +8%
FCT
329
Family Capital Trust
Massachusetts
$7.4M -$348K -5,770 -4%
TIM
330
Tortoise Investment Management
New York
$7.37M +$220K +3,651 +3%
CA
331
Clearstead Advisors
Ohio
$7.26M +$1.04M +17,294 +17%
CGA
332
Crescent Grove Advisors
Illinois
$7.24M +$208K +3,452 +3%
PFG
333
PAX Financial Group
Texas
$7.22M +$286K +4,751 +4%
N
334
Natixis
France
$7.22M +$744K +12,336 +11%
NYLIM
335
New York Life Investment Management
New York
$7.13M +$5.87M +97,410 +468%
LWA
336
Lineweaver Wealth Advisors
Ohio
$7.08M +$24.7K +410 +0.4%
FDCDDQ
337
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7.01M -$72.5K -1,203 -1%
AGA
338
Arkos Global Advisors
Texas
$6.99M +$654K +10,857 +10%
IC
339
IEQ Capital
California
$6.98M +$6.98M +115,799 New
SIM
340
Stratos Investment Management
Ohio
$6.95M -$204K -3,377 -3%
MFM
341
Mirsky Financial Management
New York
$6.95M +$177K +2,932 +3%
GWM
342
Geneos Wealth Management
Colorado
$6.92M +$110K +1,835 +2%
AFC
343
Adaptive Financial Consulting
Ohio
$6.91M +$421K +6,989 +6%
SWP
344
Summit Wealth Partners
Florida
$6.9M -$131K -2,167 -2%
FAIM
345
Financial Advocates Investment Management
Washington
$6.9M +$6.9M +114,426 New
FCIM
346
Fairview Capital Investment Management
California
$6.81M +$123K +2,035 +2%
CJA
347
C-J Advisory
California
$6.78M -$15.2K -252 -0.2%
Cetera Investment Advisers
348
Cetera Investment Advisers
Illinois
$6.72M +$925K +15,342 +16%
WB
349
Webster Bank
Connecticut
$6.71M -$48K -797 -0.7%
First Trust Advisors
350
First Trust Advisors
Illinois
$6.71M +$76.5K +1,269 +1%
12 13
14
15 16