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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 %
JFGIW
351
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$6.65M +$119K +1,967 +2%
SW
352
SteelPeak Wealth
California
$6.64M +$6.64M +110,088 New
DC
353
Davenport & Co
Virginia
$6.6M +$304K +5,049 +5%
MBT
354
Montecito Bank & Trust
California
$6.59M +$629K +10,433 +11%
CIBC World Market
355
CIBC World Market
Ontario, Canada
$6.58M +$114K +1,883 +2%
SFS
356
Sowell Financial Services
Arkansas
$6.55M +$1.81M +30,094 +38%
LWA
357
Lowe Wealth Advisors
Maryland
$6.44M +$263K +4,364 +4%
IP
358
Investment Partners
Ohio
$6.38M – – –
BFPW
359
BOK Financial Private Wealth
Colorado
$6.33M -$2.15M -35,717 -25%
RPC
360
Rossmore Private Capital
Connecticut
$6.26M -$32.4K -538 -0.5%
ABC
361
Associated Banc-Corp
Wisconsin
$6.19M +$364K +6,031 +6%
GRP
362
Global Retirement Partners
California
$6.16M -$11.2M -186,266 -65%
State of Tennessee, Department of Treasury
363
State of Tennessee, Department of Treasury
Tennessee
$6.15M – – –
TWM
364
Titus Wealth Management
California
$6.1M -$2.29K -38 -0%
VFA
365
Valeo Financial Advisors
Indiana
$6.07M -$1.49M -24,703 -20%
CM
366
Columbus Macro
Pennsylvania
$6.05M -$541K -8,976 -8%
AWM
367
Aprio Wealth Management
Georgia
$6.04M +$2.55M +42,237 +73%
HIM
368
HawsGoodwin Investment Management
Tennessee
$6.03M +$234K +3,888 +4%
MWP
369
MYCIO Wealth Partners
Pennsylvania
$6.03M +$810K +13,441 +16%
CIM
370
CIM Investment Management
Pennsylvania
$5.99M – – –
NNP
371
Nachman Norwood & Parrott
South Carolina
$5.97M -$284K -4,711 -5%
GWMIA
372
Global Wealth Management Investment Advisory
Florida
$5.96M +$125K +2,072 +2%
NB
373
Northwest Bancshares
Pennsylvania
$5.95M -$155K -2,572 -3%
QIM
374
Quantitative Investment Management
Virginia
$5.95M +$4.91M +81,425 +471%
CWM
375
Concentric Wealth Management
California
$5.94M +$5.94M +98,452 New
13 14
15
16 17