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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 %
TI
626
Trexquant Investment
Connecticut
$1.38M +$1.38M +22,946 New
NCM
627
New Capital Management
Texas
$1.38M – – –
IAA
628
Independent Advisor Alliance
North Carolina
$1.38M -$176K -2,995 -11%
CAL
629
Capital Advisors Ltd
Ohio
$1.38M -$60.3K -1,000 -4%
NWM
630
Northwest Wealth Management
Iowa
$1.37M +$90K +1,493 +7%
RG
631
Retirement Group
California
$1.37M -$69.4K -1,151 -5%
HNB
632
Huntington National Bank
Ohio
$1.37M -$1.39M – –
CBFP
633
Cedar Brook Financial Partners
Ohio
$1.37M +$94.4K +1,567 +7%
KWM
634
Kingsview Wealth Management
Oregon
$1.36M -$19.8K -328 -1%
CMO
635
Covenant Multifamily Offices
Texas
$1.36M -$699K -11,594 -34%
MCA
636
Magnolia Capital Advisors
Mississippi
$1.35M -$46.6K -774 -3%
CFIA
637
Cantor Fitzgerald Investment Advisors
New York
$1.33M – – –
PA
638
PFG Advisors
Arizona
$1.33M +$111K +1,812 +9%
RSWM
639
Robertson Stephens Wealth Management
California
$1.32M -$819K -13,595 -38%
PFGIA
640
Patriot Financial Group Insurance Agency
Massachusetts
$1.29M -$19.4K -322 -1%
FCFC
641
First Citizens Financial Corp
Iowa
$1.28M -$1.21M -20,065 -49%
HR
642
Howe & Rusling
New York
$1.25M -$49.2K -817 -4%
EPP
643
ETF Portfolio Partners
Kansas
$1.25M +$70.6K +1,171 +6%
CFA
644
Cahill Financial Advisors
Minnesota
$1.25M -$136K -2,256 -10%
PGWM
645
Parisi Gray Wealth Management
New Jersey
$1.24M -$238K -3,954 -16%
GL
646
Graypoint LLC
New York
$1.24M +$15.1K +250 +1%
SFG
647
StrategIQ Financial Group
Indiana
$1.22M +$7.36K +122 +0.6%
SC
648
Savant Capital
Illinois
$1.22M -$105K -1,739 -8%
PP
649
PrairieView Partners
Minnesota
$1.21M -$26.2K -434 -2%
LWM
650
Laidlaw Wealth Management
New York
$1.2M +$79.9K +1,326 +7%
24 25
26
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