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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 %
RC
676
Roundview Capital
New Jersey
$1.06M +$93K +1,543 +10%
FCM
677
Firestone Capital Management
Florida
$1.04M -$16.9K -280 -2%
RWP
678
RWA Wealth Partners
Massachusetts
$1.03M -$19.7K -326 -2%
SCM
679
SOL Capital Management
Maryland
$1.03M +$27.8K +462 +3%
CFB
680
Cullen/Frost Bankers
Texas
$1.03M +$415K +6,879 +68%
CS
681
Credit Suisse
Switzerland
$1.03M -$196K -3,247 -16%
KA
682
Kovack Advisors
Florida
$1.01M -$608K -10,083 -38%
QPWM
683
Quadrant Private Wealth Management
Pennsylvania
$1.01M +$51K +845 +5%
SIA
684
Strategic Investment Advisors
Michigan
$1.01M +$17.8K +295 +2%
BMCM
685
Bryn Mawr Capital Management
Pennsylvania
$1M +$280K +4,645 +39%
PPP
686
Private Portfolio Partners
New Jersey
$1M +$66.9K +1,109 +7%
OC
687
Oppenheimer & Co
New York
$988K -$57.5K -953 -5%
TCA
688
Transcend Capital Advisors
New Jersey
$975K +$975K +16,175 New
BZWA
689
Blue Zone Wealth Advisors
California
$973K – – –
PCG
690
Private Capital Group
Connecticut
$973K +$44.8K +743 +5%
TCB
691
Texas Capital Bancshares
Texas
$972K -$129K -2,142 -12%
CSPIA
692
Cary Street Partners Investment Advisory
Virginia
$971K +$138K +2,291 +17%
HH
693
Hilltop Holdings
Texas
$970K -$1.01M -16,742 -51%
BWA
694
Burt Wealth Advisors
Maryland
$970K -$37.7K -626 -4%
State Street
695
State Street
Massachusetts
$968K +$55.7K +924 +6%
DCM
696
Disciplina Capital Management
Tennessee
$963K – – –
BAM
697
Belpointe Asset Management
Nevada
$959K +$121K +2,001 +14%
WAP
698
Wealthcare Advisory Partners
Pennsylvania
$956K +$218K +3,614 +30%
BA
699
Bristlecone Advisors
Washington
$953K – – –
TW
700
Transform Wealth
Colorado
$949K +$949K +15,737 New
26 27
28
29 30