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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 %
AC
776
Apella Capital
Connecticut
$545K -$11.2K -186 -2%
IA
777
IFG Advisory
Georgia
$544K +$176K +2,930 +48%
WB
778
WesBanco Bank
West Virginia
$542K +$63.1K +1,047 +13%
TRCT
779
Tower Research Capital (TRC)
New York
$538K -$2.58M -42,742 -83%
AFM
780
Andesa Financial Management
Pennsylvania
$538K +$212K +3,517 +65%
PGFC
781
Peapack-Gladstone Financial Corp
New Jersey
$536K +$182K +3,016 +51%
KWA
782
KCS Wealth Advisory
California
$524K -$723 -12 -0.1%
CCM
783
Covington Capital Management
California
$511K +$269K +4,465 +111%
HPC
784
HM Payson & Co
Maine
$510K +$31.3K +520 +7%
VCS
785
Vaughan & Co Securities
New Jersey
$500K -$5K -83 -1%
BAMG
786
Brand Asset Management Group
Missouri
$493K -$18.1K -300 -4%
CCP
787
Clarkston Capital Partners
Michigan
$491K – – –
PL
788
Plancorp LLC
Missouri
$489K -$4.58M -76,066 -90%
BFS
789
Bradley Foster & Sargent
Connecticut
$486K +$486K +8,067 New
CIA
790
Choate Investment Advisors
Massachusetts
$482K -$44.2K -733 -8%
MSR
791
Main Street Research
Connecticut
$482K +$482K +8,000 New
DP
792
Denver PWM
Colorado
$481K -$10K -166 -2%
FNC
793
First National Corp
Massachusetts
$474K +$9.25K +122 +2%
Fiera Capital (Canada)
794
Fiera Capital (Canada)
Quebec, Canada
$473K -$17.6M -292,831 -97%
CAM
795
Congress Asset Management
Massachusetts
$470K – – –
T
796
TrueFG
Texas
$470K +$9.15K +152 +2%
RPGK
797
Retirement Planning Group (Kansas)
Kansas
$469K -$142K -2,359 -23%
KPWG
798
KFA Private Wealth Group
Virginia
$465K +$8.56K +142 +2%
AFG
799
Arkansas Financial Group
Arkansas
$462K – – –
VHAM
800
Van Hulzen Asset Management
California
$455K -$17.4K -288 -4%
30 31
32
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