IEFA icon

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 %
ZCA
801
Zeke Capital Advisors
Pennsylvania
$455K +$455K +7,554 New
FIM
802
Freedom Investment Management
Connecticut
$453K -$3.25K -54 -0.7%
HFS
803
Haverford Financial Services
Pennsylvania
$451K -$352K -5,845 -44%
IC
804
Inscription Capital
Texas
$448K +$49.1K +814 +12%
SAM
805
Secure Asset Management
Michigan
$447K -$316K -5,241 -41%
VPIM
806
Vanguard Personalized Indexing Management
California
$444K +$444K +7,365 New
PIA
807
Pinion Investment Advisors
Kansas
$441K – – –
LFA
808
Lighthouse Financial Advisors
Maryland
$438K -$12.3K -204 -3%
AWS
809
AJ Wealth Strategies
New York
$436K -$55.1K -914 -11%
WF
810
WoodTrust Financial
Wisconsin
$434K +$434K +7,205 New
GAM
811
Gould Asset Management
California
$433K -$1.46M -24,155 -77%
CIBC Private Wealth Group
812
CIBC Private Wealth Group
Georgia
$432K +$432K +7,173 New
CFG
813
Cooper Financial Group
California
$431K -$13.9K -230 -3%
MOS
814
MGO One Seven
Ohio
$427K -$26.4K -438 -6%
SL
815
Savior LLC
Massachusetts
$426K – – –
IF
816
Intrua Financial
Texas
$420K -$344K -5,261 -45%
GCA
817
Gradient Capital Advisors
California
$419K – – –
OFG
818
OmniStar Financial Group
North Carolina
$419K +$24.5K +406 +6%
CTA
819
Chesley Taft & Associates
Illinois
$419K +$419K +6,950 New
APC
820
Aspire Private Capital
North Carolina
$415K -$7.59K -126 -2%
APWM
821
Atlas Private Wealth Management
New York
$412K +$30.1K +500 +8%
TA
822
Tiedemann Advisors
New York
$410K -$204K -3,375 -33%
BFO
823
Boston Family Office
Massachusetts
$410K – – –
OCM
824
Oakwood Capital Management
California
$410K +$144K +2,379 +54%
RCG
825
Rock Creek Group
District of Columbia
$408K – – –
31 32
33
34 35