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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 %
BB
451
Busey Bank
Illinois
$3.67M -$255K -4,230 -6%
KFP
452
KMG Fiduciary Partners
Ohio
$3.63M +$127K +2,110 +4%
BAM
453
Baldrige Asset Management
Pennsylvania
$3.62M -$49K -813 -1%
MIAN
454
Mariner Independent Advisor Network
Kansas
$3.6M +$209K +3,463 +6%
CWM
455
Calamos Wealth Management
Illinois
$3.56M -$226K -3,750 -6%
ACM
456
Armbruster Capital Management
New York
$3.51M +$158K +2,625 +5%
Mercer Global Advisors
457
Mercer Global Advisors
Colorado
$3.46M +$3M +49,761 +646%
BRM
458
Boston Research & Management
Massachusetts
$3.45M +$60.5K +1,004 +2%
BG
459
Bahl & Gaynor
Ohio
$3.43M +$500K +8,295 +17%
PP
460
Palladium Partners
Virginia
$3.43M +$7.84K +130 +0.2%
PCA
461
Providence Capital Advisors
North Carolina
$3.41M +$58.8K +975 +2%
HCA
462
Heck Capital Advisors
Wisconsin
$3.38M -$1.87M -31,012 -36%
SSWM
463
Smith Salley Wealth Management
North Carolina
$3.38M +$194K +3,212 +6%
FCA
464
FLC Capital Advisors
California
$3.38M -$576K -9,393 -15%
FPCP
465
Fort Point Capital Partners
California
$3.33M -$152K -2,525 -4%
MNBTD
466
Moody National Bank Trust Division
Texas
$3.33M – – –
MWM
467
Merriman Wealth Management
Washington
$3.32M -$33.3K -552 -1%
TIA
468
Tiemann Investment Advisors
California
$3.24M +$618K +10,255 +24%
I
469
INVST
Indiana
$3.16M +$441K +7,270 +16%
HFA
470
Hoover Financial Advisors
Pennsylvania
$3.16M +$1.09K +18 +0%
PS
471
Planned Solutions
California
$3.15M +$3.15M +52,303 New
SSWG
472
Seven Springs Wealth Group
Tennessee
$3.11M -$2.26M -37,487 -42%
KCM
473
Kanawha Capital Management
Virginia
$3.06M +$99.5K +1,650 +3%
FT
474
Fiduciary Trust
Massachusetts
$3.05M -$17.2K -285 -0.6%
WAM
475
Wealthspire Advisors (Maryland)
Maryland
$3.04M +$1.48M +24,529 +95%
17 18
19
20 21