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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 %
CIC
726
Carnegie Investment Counsel
Ohio
$786K +$290K +4,816 +59%
PWM
727
Perigon Wealth Management
California
$773K -$3.19K -53 -0.4%
LSA
728
Lion Street Advisors
Texas
$771K +$535K +8,934 +226%
PAM
729
Palisade Asset Management
Minnesota
$769K -$82.8K -1,375 -10%
RT
730
Rockland Trust
Massachusetts
$767K -$28K -464 -4%
TPW
731
TL Private Wealth
Texas
$766K +$12.1K +193 +2%
QC
732
QCM Cayman
Texas
$761K -$82.7K -1,372 -10%
SVWAG
733
Sound View Wealth Advisors Group
Georgia
$761K -$29.8K -494 -4%
PCIA
734
Prime Capital Investment Advisors
Kansas
$755K -$127K -2,102 -14%
CFN
735
Cordasco Financial Network
Florida
$751K – – –
Massachusetts Financial Services
736
Massachusetts Financial Services
Massachusetts
$730K +$730K +12,116 New
WWM
737
Windsor Wealth Management
Indiana
$720K -$765K -12,671 -52%
TCM
738
Tufton Capital Management
Maryland
$718K +$19.6K +325 +3%
VA
739
Valmark Advisers
Ohio
$710K +$79.5K +1,319 +13%
JWM
740
JGP Wealth Management
Oregon
$703K +$26.9K +439 +4%
CCA
741
Cobblestone Capital Advisors
New York
$701K – – –
LWANC
742
Laurel Wealth Advisors (North Carolina)
North Carolina
$694K +$32.1K +533 +5%
IWS
743
Insight Wealth Strategies
California
$692K +$15.2K +253 +2%
RGC
744
Roberts, Glore & Co
Illinois
$683K +$19.9K +330 +3%
NP
745
NorthRock Partners
Minnesota
$681K -$193K -3,201 -22%
SIM
746
Sadoff Investment Management
Wisconsin
$680K – – –
FFA
747
Founders Financial Alliance
North Carolina
$674K +$674K +11,071 New
FCH
748
Freestone Capital Holdings
Washington
$670K – – –
EA
749
Efficient Advisors
Ohio
$666K -$5.61K -93 -0.8%
SWPG
750
Strategic Wealth Partners Group
Illinois
$665K -$65.1K -1,080 -9%
28 29
30
31 32