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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
$13.1B
2
BlackRock
BlackRock
New York
$2.87B
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$2.22B
4
Fidelity Investments
Fidelity Investments
Massachusetts
$592M
5
US Bancorp
US Bancorp
Minnesota
$859M

Top Sellers

1
APF
Alaska Permanent Fund
Alaska
$1.13B
2
Victory Capital Management
Victory Capital Management
Texas
$86.8M
3
Jones Financial Companies
Jones Financial Companies
Missouri
$2.58B
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$792M
5
PCIG
Partners Capital Investment Group
Massachusetts
$39.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
GT
51
Greenleaf Trust
Michigan
$127M +$6.66M +110,526 +6%
Commonwealth Equity Services
52
Commonwealth Equity Services
Massachusetts
$126M +$1.98M +32,834 +2%
Baird Financial Group
53
Baird Financial Group
Wisconsin
$124M +$9.16M +152,011 +8%
AAS
54
Avantax Advisory Services
Texas
$119M +$25.2M +418,406 +27%
Bank of Montreal
55
Bank of Montreal
Ontario, Canada
$119M -$5.83M -95,719 -5%
Mirae Asset Global Investments
56
Mirae Asset Global Investments
South Korea
$116M -$20.8M -345,500 -15%
HTC
57
Haverford Trust Company
Pennsylvania
$114M -$458K -7,594 -0.4%
SIM
58
Strategic Investment Management
Virginia
$112M +$23.6M +391,140 +27%
AWM
59
Altium Wealth Management
New York
$109M +$3.97M +65,807 +4%
MMI
60
Matson Money Inc
Ohio
$105M -$1.41M -23,413 -1%
HHGA
61
Halbert Hargrove Global Advisors
California
$102M +$47.9M +794,409 +89%
HCC
62
Hirtle Callaghan & Co
Pennsylvania
$101M +$1.36M +22,506 +1%
CCWA
63
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$98.8M -$3.73M -61,890 -4%
HighTower Advisors
64
HighTower Advisors
Illinois
$95M +$694K +11,517 +0.7%
WHG
65
Westwood Holdings Group
Texas
$94.7M -$3.97M -65,870 -4%
FHB
66
First Hawaiian Bank
Hawaii
$92.2M +$3.29M +54,632 +4%
AC
67
Allstate Corporation
Illinois
$91.8M +$12.8M +212,252 +16%
Victory Capital Management
68
Victory Capital Management
Texas
$86.8M -$89.4M -1,482,528 -51%
CFG
69
CKW Financial Group
Hawaii
$86.2M +$1.03M +16,996 +1%
RIG
70
Roosevelt Investment Group
New York
$86.2M -$1.89M -31,287 -2%
BP
71
Ballentine Partners
Massachusetts
$84.9M -$3.24M -53,683 -4%
TI
72
Truepoint Inc
Ohio
$81M -$1.77M -29,376 -2%
GC
73
Grimes & Company
Massachusetts
$77.3M +$4.63M +76,788 +6%
BOS
74
Bingham Osborn & Scarborough
California
$75.5M -$860K -14,269 -1%
RWM
75
RKL Wealth Management
Pennsylvania
$75.2M -$1.04M -17,182 -1%
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