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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 %
MYIA
576
Mount Yale Investment Advisors
Colorado
$1.84M -$174K -2,879 -9%
V
577
Veritable
Delaware
$1.83M +$12K +199 +0.7%
KCP
578
KDI Capital Partners
North Carolina
$1.83M -$44K -730 -2%
TCM
579
Twele Capital Management
Minnesota
$1.82M -$11.8K -196 -0.6%
QCM
580
Quest Capital Management
Texas
$1.82M -$11.3K -187 -0.6%
SIS
581
SVB Investment Services
Utah
$1.81M -$713K -11,825 -28%
TFS
582
Thoroughbred Financial Services
Tennessee
$1.8M -$63.3K -1,051 -3%
WANY
583
Wealthspire Advisors (New York)
New York
$1.78M +$1.78M +29,594 New
WQ
584
Wealth Quarterback
New Jersey
$1.78M – – –
PTC
585
Private Trust Company
Ohio
$1.77M +$305K +5,065 +21%
FUBT
586
First United Bank & Trust
Maryland
$1.77M -$628K -10,419 -26%
MWC
587
MKD Wealth Coaches
Michigan
$1.77M -$1.85M -30,650 -51%
PAG
588
Pinnacle Advisory Group
Maryland
$1.76M +$90.8K +1,507 +5%
KFGK
589
Keystone Financial Group (Kentucky)
Kentucky
$1.75M -$60.5K -1,003 -3%
MWA
590
Martel Wealth Advisors
Washington
$1.74M -$21.2K -352 -1%
LNWWM
591
Laird Norton Wetherby Wealth Management
California
$1.73M -$206K -3,421 -11%
MG
592
Mather Group
Illinois
$1.72M +$433K +7,183 +34%
CFA
593
CWS Financial Advisors
Michigan
$1.7M +$37.9K +629 +2%
KL
594
KWMG LLC
Kansas
$1.69M -$26.9K -446 -2%
LWP
595
Legacy Wealth Partners
California
$1.69M -$2.7M -44,741 -62%
CRCM
596
Corbett Road Capital Management
Virginia
$1.68M -$256K -4,241 -13%
EAM
597
Evanson Asset Management
California
$1.68M +$60 +1 +0%
NFG
598
Nations Financial Group
Iowa
$1.67M +$1.21K +20 +0.1%
PSUF
599
People's United Financial
Connecticut
$1.67M -$208K -3,458 -11%
CWM
600
CCG Wealth Management
California
$1.66M -$65.3K -1,083 -4%
22 23
24
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