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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 %
RVPG
526
Relative Value Partners Group
$2.44M +$113K +1,882 +5%
WAM
527
Wakefield Asset Management
Colorado
$2.44M -$41.8K -694 -2%
MA
528
Mutual Advisors
Nebraska
$2.43M -$63.5K -1,054 -3%
SCM
529
Smith Capital Management
Arkansas
$2.41M +$142K +2,353 +6%
EFSCE
530
Enterprise Financial Services Corp (EFSC)
Missouri
$2.37M +$81.5K +1,351 +4%
SGAM
531
Stephens Group Asset Management
Arkansas
$2.36M +$354K +5,872 +18%
MPWT
532
MassMutual Private Wealth & Trust
Connecticut
$2.34M +$723K +11,988 +45%
OCM
533
One Capital Management
California
$2.32M -$208K -3,456 -8%
VWM
534
Valley Wealth Managers
New Jersey
$2.31M +$160K +2,661 +7%
HIA
535
Harbor Investment Advisory
Maryland
$2.3M +$26.2K +435 +1%
MAS
536
Managed Account Services
Florida
$2.26M +$4.73K +77 +0.2%
Nisa Investment Advisors
537
Nisa Investment Advisors
Missouri
$2.26M – – –
AL
538
Aspiriant LLC
California
$2.26M +$808K +13,403 +56%
SWP
539
Strategic Wealth Partners
Ohio
$2.26M -$208K -3,450 -8%
KWMG
540
King Wealth Management Group
Florida
$2.25M -$70.8K -1,174 -3%
TSA
541
Tri-Star Advisors
Texas
$2.25M -$893K -14,457 -28%
IWM
542
IHT Wealth Management
Illinois
$2.22M +$32.9K +546 +2%
DE
543
Day & Ennis
Georgia
$2.2M -$172K -2,854 -7%
FFA
544
First Foundation Advisors
California
$2.2M -$466K -7,726 -17%
WSFS
545
Wilmington Savings Fund Society
Delaware
$2.2M +$62K +1,029 +3%
FG
546
Fiduciary Group
Georgia
$2.18M +$4.04K +67 +0.2%
W
547
WealthOne
New York
$2.16M -$214K -3,545 -9%
AWM
548
Apollon Wealth Management
South Carolina
$2.15M +$68.7K +1,140 +3%
AIA
549
Arbor Investment Advisors
North Carolina
$2.15M -$51.2K -849 -2%
RHBC
550
R.H. Bluestein & Co
Michigan
$2.11M +$163K +2,700 +8%
20 21
22
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