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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 %
BHWM
601
Bay Harbor Wealth Management
Maryland
$1.62M +$276K +4,576 +20%
JWA
602
JFS Wealth Advisors
Pennsylvania
$1.6M +$161K +2,663 +11%
PG
603
Patten Group
Tennessee
$1.58M +$1.21K +20 +0.1%
MIM
604
Macroview Investment Management
Maryland
$1.58M +$1.25M +20,690 +379%
GPWA
605
Great Point Wealth Advisors
Massachusetts
$1.57M – – –
ARG
606
Advisory Resource Group
Oklahoma
$1.55M +$280K +4,640 +22%
EWM
607
Evercore Wealth Management
New York
$1.55M +$239K +3,962 +18%
APA
608
American Portfolios Advisors
New York
$1.54M +$859K +14,244 +126%
AWMS
609
Advocacy Wealth Management Services
Georgia
$1.54M +$349K +5,747 +29%
CIA
610
Capital Investment Advisors
Georgia
$1.53M -$106K -1,759 -6%
CAG
611
Csenge Advisory Group
Florida
$1.52M -$385K -6,327 -20%
WA
612
Waverly Advisors
Alabama
$1.48M -$46K -791 -3%
BCM
613
Brookstone Capital Management
Illinois
$1.48M +$662K +10,986 +81%
SFG
614
SevenBridge Financial Group
Pennsylvania
$1.46M +$192K +3,183 +15%
VCM
615
Vivaldi Capital Management
Illinois
$1.46M -$60.3K -922 -4%
YIA
616
YHB Investment Advisors
Connecticut
$1.44M +$1.44M +23,953 New
WRTC
617
Wind River Trust Company
Wyoming
$1.44M – – –
ZIM
618
Zacks Investment Management
Illinois
$1.44M +$150K +2,493 +12%
TVAMP
619
Tennessee Valley Asset Management Partners
Tennessee
$1.44M -$1.19M -19,749 -45%
PPSG
620
Princeton Portfolio Strategies Group
New Jersey
$1.44M +$50.4K +837 +4%
I2I
621
Insight 2811 Inc
Illinois
$1.43M +$35.6K +591 +3%
SFSG
622
Sound Financial Strategies Group
Mississippi
$1.42M -$8.08K -134 -0.6%
PA
623
Paracle Advisors
Washington
$1.41M -$4.34K -72 -0.3%
HFA
624
HC Financial Advisors
California
$1.4M – – –
SWA
625
Stratos Wealth Advisors
Ohio
$1.39M -$10.7K -178 -0.8%
23 24
25
26 27