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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 %
WC
651
Whitney & Co
New York
$1.2M +$160K +2,657 +15%
CWM
652
Cornerstone Wealth Management
Missouri
$1.2M +$517K +8,569 +76%
Chevy Chase Trust
653
Chevy Chase Trust
Maryland
$1.19M +$142K +2,355 +13%
AIP
654
Almanack Investment Partners
Pennsylvania
$1.19M +$1.19M +18,388 New
BCA
655
Bay Colony Advisors
Massachusetts
$1.19M +$5.91K +98 +0.5%
GVAG
656
Great Valley Advisor Group
Delaware
$1.18M -$337K -5,591 -22%
LIM
657
Leavell Investment Management
Alabama
$1.18M +$484K +8,037 +70%
AWMG
658
Alliance Wealth Management Group
New Jersey
$1.18M +$171K +2,819 +17%
SG
659
StoneX Group
New York
$1.17M -$57.9K -960 -5%
CA
660
Calton & Associates
Florida
$1.17M +$165K +2,742 +17%
HR
661
Hayden Royal
North Carolina
$1.17M -$870K -14,442 -43%
MCIA
662
Mountain Capital Investment Advisors
Colorado
$1.14M -$11M -176,529 -91%
QCIG
663
Quad-Cities Investment Group
Iowa
$1.13M +$65K +1,078 +6%
AWM
664
Avior Wealth Management
Nebraska
$1.13M +$33.7K +560 +3%
Natixis Advisors
665
Natixis Advisors
Massachusetts
$1.13M +$112K +1,852 +11%
BIA
666
Bigelow Investment Advisors
Maine
$1.11M -$32K -530 -3%
S
667
SignatureFD
Georgia
$1.11M +$71.9K +1,194 +7%
CF
668
Centaurus Financial
California
$1.09M +$181K +3,006 +20%
CAS
669
Cascadia Advisory Services
Oregon
$1.09M +$137K +2,272 +14%
WSTAM
670
Wilbanks Smith & Thomas Asset Management
Virginia
$1.08M -$5.73K -95 -0.5%
MFW
671
Mosaic Family Wealth
Missouri
$1.08M +$773K +12,816 +256%
COPPSERS
672
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.07M -$2.71M -45,000 -72%
OIA
673
OneDigital Investment Advisors
Kansas
$1.07M -$31.7K -525 -3%
CMP
674
Courage Miller Partners
Virginia
$1.06M – – –
CWM
675
Capital Wealth Management
Rhode Island
$1.06M +$366K +6,075 +53%
25 26
27
28 29