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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 %
ST
476
Spinnaker Trust
Maine
$3.03M -$553K -9,184 -15%
PM
477
Pembroke Management
Quebec, Canada
$2.99M +$17K +282 +0.6%
GFS
478
GYL Financial Synergies
Connecticut
$2.99M -$74.3K -1,233 -2%
KPWS
479
Kestra Private Wealth Services
Texas
$2.97M +$2.97M +49,233 New
Lazard Asset Management
480
Lazard Asset Management
New York
$2.93M – – –
SIA
481
Soltis Investment Advisors
Utah
$2.93M -$26K -432 -0.9%
SF
482
Summit Financial
New Jersey
$2.93M +$514K +8,529 +21%
CWM
483
Cahaba Wealth Management
Georgia
$2.92M +$113K +1,868 +4%
WIA
484
World Investment Advisors
California
$2.91M -$20.4K -338 -0.7%
LWM
485
Liberty Wealth Management
California
$2.91M +$520K +8,627 +22%
CIR
486
Clear Investment Research
Georgia
$2.91M -$67.4K -1,118 -2%
PBO
487
Peoples Bank (Ohio)
Ohio
$2.9M +$346K +5,740 +14%
MWM
488
Marietta Wealth Management
Georgia
$2.9M +$345K +5,715 +14%
Macquarie Group
489
Macquarie Group
Australia
$2.89M -$5.48M -95,828 Closed
IOOF
490
Independent Order of Foresters
Ontario, Canada
$2.89M – – –
RA
491
RFG Advisory
Alabama
$2.88M +$1.5M +24,842 +108%
OFG
492
Omega Financial Group
California
$2.87M +$94.3K +1,565 +3%
CC
493
Copperleaf Capital
North Carolina
$2.86M -$204K -3,383 -7%
CAM
494
Concorde Asset Management
Michigan
$2.84M +$141K +2,338 +5%
CFD
495
Creative Financial Designs
Indiana
$2.83M +$2.13M +35,324 +302%
IL
496
Investure LLC
Virginia
$2.81M -$4.76M -78,905 -63%
Jane Street
497
Jane Street
New York
$2.81M -$36M -597,948 -93%
PFM
498
Parsec Financial Management
North Carolina
$2.78M -$146K -2,429 -5%
CWM
499
Cabot Wealth Management
Massachusetts
$2.76M -$43.9K -729 -2%
1WA
500
180 Wealth Advisors
Washington
$2.73M -$122K -1,993 -4%
18 19
20
21 22