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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 %
EWM
401
Endurance Wealth Management
Rhode Island
$4.97M – – –
KCM
402
Karp Capital Management
California
$4.97M +$4.97M +82,366 New
NFG
403
NewFocus Financial Group
Washington
$4.92M -$128K -2,131 -3%
NFG
404
Next Financial Group
Texas
$4.86M +$366K +6,072 +8%
OAP
405
One Advisory Partners
Kansas
$4.83M +$137K +2,268 +3%
SPP
406
Single Point Partners
Massachusetts
$4.83M +$359K +5,952 +8%
ASN
407
Advisory Services Network
Georgia
$4.73M -$1.41M -23,393 -23%
BWL
408
Bogart Wealth LLC
Virginia
$4.72M -$120K -1,992 -2%
PFM
409
Peak Financial Management
Massachusetts
$4.69M -$59.1K -980 -1%
IWA
410
Independence Wealth Advisors
Virginia
$4.68M +$267K +4,422 +6%
ECM
411
Evergreen Capital Management
Washington
$4.67M -$24.1K -399 -0.5%
PIMG
412
Patriot Investment Management Group
Tennessee
$4.66M +$190K +3,156 +4%
PFA
413
Pettinga Financial Advisors
Indiana
$4.65M +$1.04M +17,314 +29%
HHRDM
414
H&H Retirement Design & Management
Nevada
$4.64M +$2.65M +44,035 +134%
C
415
Clearshares
New York
$4.57M – – –
WA
416
WBH Advisory
Maryland
$4.54M +$187K +3,102 +4%
TCWA
417
Ten Capital Wealth Advisors
Washington
$4.53M +$4.53M +75,068 New
KOMWMG
418
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$4.51M +$291K +4,832 +7%
EWF
419
Epstein & White Financial
California
$4.5M +$507K +8,406 +13%
BBHC
420
Brown Brothers Harriman & Co
New York
$4.46M +$1.88M +31,160 +73%
CFO
421
CVA Family Office
Colorado
$4.45M +$256K +4,254 +6%
SFA
422
Stewardship Financial Advisors
Georgia
$4.45M +$4.44M +73,682 +78,385%
TTWM
423
TCV Trust & Wealth Management
Virginia
$4.42M +$27.4K +454 +0.6%
RIA
424
RPG Investment Advisory
California
$4.38M +$4.52K +75 +0.1%
SHWM
425
Silicon Hills Wealth Management
Texas
$4.37M +$20.3K +336 +0.5%
15 16
17
18 19