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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
$13.1B
2
BlackRock
BlackRock
New York
$2.87B
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$2.22B
4
Fidelity Investments
Fidelity Investments
Massachusetts
$592M
5
US Bancorp
US Bancorp
Minnesota
$859M

Top Sellers

1
APF
Alaska Permanent Fund
Alaska
$1.13B
2
Victory Capital Management
Victory Capital Management
Texas
$86.8M
3
Jones Financial Companies
Jones Financial Companies
Missouri
$2.58B
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$792M
5
PCIG
Partners Capital Investment Group
Massachusetts
$39.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Betterment LLC
26
Betterment LLC
New York
$370M -$2.16M -35,854 -0.6%
Truist Financial
27
Truist Financial
North Carolina
$363M -$26.7M -442,892 -7%
TAIM
28
TD Ameritrade Investment Management
Nebraska
$333M -$29.8M -493,907 -8%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$333M +$37.2M +616,681 +13%
AssetMark Inc
30
AssetMark Inc
California
$332M -$7.89M -130,938 -2%
RIG
31
RiverFront Investment Group
Virginia
$330M +$2.76M +45,802 +0.8%
Ameriprise
32
Ameriprise
Minnesota
$323M +$28.1M +466,254 +10%
RJFSA
33
Raymond James Financial Services Advisors
Florida
$320M -$3.63M -60,194 -1%
Charles Schwab
34
Charles Schwab
California
$309M -$42.2M -699,648 -12%
Franklin Resources
35
Franklin Resources
California
$299M +$1.63M +27,006 +0.5%
AA
36
Alesco Advisors
New York
$298M +$1.93M +32,041 +0.7%
AllianceBernstein
37
AllianceBernstein
Tennessee
$288M -$18.9M -313,028 -6%
Carson Wealth (CWM LLC)
38
Carson Wealth (CWM LLC)
Nebraska
$246M – – –
Osaic Holdings
39
Osaic Holdings
Arizona
$235M +$19.1M +318,371 +9%
SEI Investments
40
SEI Investments
Pennsylvania
$231M +$9.73M +161,428 +4%
Fifth Third Bancorp
41
Fifth Third Bancorp
Ohio
$225M +$9.51M +157,830 +4%
Members Trust
42
Members Trust
Florida
$187M +$9.32M +154,666 +5%
Wellington Management Group
43
Wellington Management Group
Massachusetts
$162M +$10.3M +171,092 +7%
MOACM
44
Mutual of America Capital Management
New York
$148M +$22.8M +377,907 +18%
Mariner
45
Mariner
Kansas
$144M +$2.77M +45,894 +2%
Northern Trust
46
Northern Trust
Illinois
$136M -$35.9M -595,409 -21%
BA
47
Bridgewater Associates
Connecticut
$135M -$2.33M -38,734 -2%
HSBC Holdings
48
HSBC Holdings
United Kingdom
$135M -$9.11M -151,111 -6%
Creative Planning
49
Creative Planning
Kansas
$132M +$4.58M +75,978 +4%
Janney Montgomery Scott
50
Janney Montgomery Scott
Pennsylvania
$128M +$21.5M +356,853 +20%
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