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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 %
CA
501
Cambridge Associates
Massachusetts
$2.72M -$884K -14,663 -25%
WP
502
WealthShield Partners
North Carolina
$2.72M +$356K +5,902 +15%
WI
503
Wintrust Investments
Illinois
$2.71M +$580K +9,618 +27%
JWCA
504
J.W. Cole Advisors
Florida
$2.71M -$236K -3,917 -8%
HSWM
505
Hubbell Strickland Wealth Management
Louisiana
$2.69M -$8.32K -138 -0.3%
BCA
506
Bray Capital Advisors
Florida
$2.69M +$153K +2,535 +6%
EFL
507
ERn Financial LLC
Wisconsin
$2.68M +$201K +3,332 +8%
GLLW
508
Graves Light Lenhart Wealth
Virginia
$2.67M +$265K +4,403 +11%
HT
509
Heritage Trust
Oklahoma
$2.66M -$17.4K -289 -0.7%
SF
510
Synovus Financial
Georgia
$2.65M +$1.27M +21,095 +92%
LGWM
511
Litman Gregory Wealth Management
California
$2.65M +$130K +2,153 +5%
WFA
512
Wade Financial Advisory
California
$2.64M -$7.23K -120 -0.3%
EI
513
Ellevest Inc
New York
$2.62M +$30.6K +508 +1%
LP
514
LGL Partners
Pennsylvania
$2.62M +$16.8K +279 +0.6%
CTA
515
Colonial Trust Advisors
South Carolina
$2.6M +$12.4K +205 +0.5%
PBF
516
Petix & Botte Financial
California
$2.59M -$3.92M -65,012 -60%
LFG
517
LifePlan Financial Group
Ohio
$2.59M +$20.1K +333 +0.8%
PA
518
Planning Alternatives
Michigan
$2.59M -$4.86M -80,717 -65%
AF
519
Advisornet Financial
Minnesota
$2.57M -$315K -5,227 -11%
PAM
520
Peninsula Asset Management
Florida
$2.56M -$91.6K -1,520 -3%
VAS
521
Vestmark Advisory Solutions
Massachusetts
$2.53M -$142K -2,350 -5%
Bessemer Group
522
Bessemer Group
New Jersey
$2.52M +$141K +2,346 +6%
GTAM
523
Global Trust Asset Management
Florida
$2.52M -$259K -4,270 -9%
PWP
524
Personal Wealth Partners
Minnesota
$2.5M +$159K +2,633 +7%
DT
525
Diversified Trust
Tennessee
$2.48M +$16.5K +274 +0.7%
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