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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 %
DWT
551
Dorsey & Whitney Trust
South Dakota
$2.11M +$184K +3,053 +10%
BWA
552
BlueSky Wealth Advisors
North Carolina
$2.11M -$50.2K -812 -2%
LNC
553
Lincoln National Corp
Pennsylvania
$2.08M -$759K -12,585 -27%
RZH
554
Relyea Zuckerberg Hanson
Connecticut
$2.07M -$427K -7,010 -17%
SRC
555
Shufro Rose & Co
New York
$2.04M +$2.04M +33,844 New
SS
556
Sunbelt Securities
Texas
$2.01M +$427K +7,083 +27%
ACP
557
Aveo Capital Partners
Colorado
$2M +$2M +33,205 New
BWCS
558
Beirne Wealth Consulting Services
Connecticut
$2M +$7.72K +128 +0.4%
WBG
559
Wharton Business Group
Pennsylvania
$1.97M -$121K -2,000 -6%
RA
560
Rational Advisors
New York
$1.96M +$856K +14,205 +77%
CA
561
Continuum Advisory
Idaho
$1.96M +$90K +1,484 +5%
CTC
562
Central Trust Company
Missouri
$1.93M +$904 +15 +0%
SW
563
SkyOak Wealth
Michigan
$1.93M +$695K +11,525 +56%
WWM
564
Western Wealth Management
Colorado
$1.91M -$23.7K -393 -1%
MFG
565
Merit Financial Group
Georgia
$1.91M +$52.3K +867 +3%
NSIM
566
North Star Investment Management
Illinois
$1.89M +$89.9K +1,491 +5%
PA
567
Procyon Advisors
Connecticut
$1.89M +$14.3K +237 +0.8%
Deutsche Bank
568
Deutsche Bank
Germany
$1.89M +$15.7K +260 +0.8%
LHC
569
Little House Capital
Massachusetts
$1.88M +$66K +1,095 +4%
GIA
570
Gladstone Institutional Advisory
Florida
$1.88M -$921K -15,272 -33%
RWA
571
Ropes Wealth Advisors
Massachusetts
$1.88M – – –
Fisher Asset Management
572
Fisher Asset Management
Washington
$1.87M +$1.52M +25,266 +438%
MSWMA
573
Market Street Wealth Management Advisors
Indiana
$1.86M -$133K -2,211 -7%
BSW
574
Buckingham Strategic Wealth
Missouri
$1.86M +$28.1K +466 +2%
FWP
575
FAS Wealth Partners
Kansas
$1.84M -$208K -3,450 -10%
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