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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 %
BFA
751
Beacon Financial Advisory
Ohio
$664K -$36K -597 -5%
RIA
752
Realta Investment Advisors
Delaware
$649K +$108K +1,796 +20%
LC
753
Lavaca Capital
Texas
$648K -$601K -9,975 -48%
BF
754
BOK Financial
Oklahoma
$644K -$2.66M -44,109 -80%
FB
755
Fulton Bank
Pennsylvania
$628K +$103K +1,705 +20%
FHC
756
First Heartland Consultants
Missouri
$626K -$35.9K -596 -5%
LF
757
Lantz Financial
Illinois
$624K +$2.29K +38 +0.4%
VCA
758
Verdence Capital Advisors
Maryland
$622K +$4.22K +70 +0.7%
IBOK
759
Independence Bank of Kentucky
Kentucky
$603K -$1.51K -25 -0.2%
HWA
760
Hilltop Wealth Advisors
North Carolina
$591K -$5.72K -95 -1%
CCMD
761
Cypress Capital Management (Delaware)
Delaware
$587K +$30.1K +500 +5%
GPC
762
Garrison Point Capital
California
$586K +$195K +3,237 +50%
CMBA
763
C.M. Bidwell & Associates
Hawaii
$583K -$18.4K -305 -3%
TIA
764
Traphagen Investment Advisors
New Jersey
$582K +$582K +9,658 New
CFA
765
Carroll Financial Associates
North Carolina
$582K -$38.7K -643 -6%
DSA
766
Droms Strauss Advisors
Missouri
$578K +$129K +2,136 +29%
Kovitz Investment Group Partners
767
Kovitz Investment Group Partners
Illinois
$577K -$49.1K -815 -8%
AUB
768
Atlantic Union Bankshares
Virginia
$576K -$1.61M -26,720 -74%
SLT
769
St Louis Trust
Missouri
$574K – – –
SBH
770
Segall Bryant & Hamill
Illinois
$569K +$85.7K +1,421 +18%
CFS
771
CRA Financial Services
New Jersey
$565K +$30.6K +507 +6%
FWIA
772
Fort Washington Investment Advisors
Ohio
$560K +$1.45K +24 +0.3%
LC
773
Lincoln Capital
Nebraska
$555K +$161K +2,678 +41%
EFS
774
Essex Financial Services
Connecticut
$554K +$91.4K +1,516 +20%
NFC
775
Northeast Financial Consultants
Connecticut
$546K +$546K +9,051 New
29 30
31
32 33