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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 %
LCM
826
Logan Capital Management
Pennsylvania
$407K -$54.4K -901 -12%
OWA
827
One Wealth Advisors
California
$404K -$132K -2,196 -25%
SWM
828
SeaCrest Wealth Management
New York
$404K +$19.8K +328 +5%
FNBT
829
FineMark National Bank & Trust
Florida
$403K -$4.82K -80 -1%
MAS
830
Madden Advisory Services
Florida
$403K -$2.53K -42 -0.6%
AIC
831
Ameritas Investment Company
Nebraska
$403K – – –
AOWM
832
Alpha Omega Wealth Management
Virginia
$402K +$33.5K +557 +9%
GLA
833
Good Life Advisors
Pennsylvania
$399K -$75.1K -1,244 -16%
BHIA
834
Birch Hill Investment Advisors
Massachusetts
$399K – – –
MAM
835
Madison Asset Management
Wisconsin
$399K +$4.88K +81 +1%
PCM
836
Parsons Capital Management
Rhode Island
$397K -$105K -1,746 -21%
BRWM
837
B. Riley Wealth Management
Tennessee
$390K -$80.7K -1,339 -17%
GA
838
GFS Advisors
Texas
$389K – – –
BJ
839
Brouwer & Janachowski
California
$388K -$34.5K -572 -8%
SC
840
Stolper & Co
Oklahoma
$386K -$7.53K -125 -2%
RC
841
Rovin Capital
Arizona
$384K -$7.24K -120 -2%
SWMG
842
Strategic Wealth Management Group
Maryland
$380K +$380K +6,301 New
KMWM
843
Keudell/Morrison Wealth Management
Oregon
$379K -$115K -1,910 -23%
RWA
844
RGT Wealth Advisors
Texas
$379K +$379K +6,287 New
EWM
845
Empirical Wealth Management
Washington
$372K +$784 +13 +0.2%
AA
846
Advisory Alpha
Michigan
$370K -$21.6K -352 -6%
9WM
847
9258 Wealth Management
Ohio
$370K -$2.15K -37 -0.6%
PAM
848
Premier Asset Management
Illinois
$369K +$369K +6,118 New
WAS
849
Wealth Advisory Solutions
Indiana
$368K -$59.8K -994 -14%
JIP
850
Jaffetilchin Investment Partners
Florida
$363K +$48.2K +800 +15%
32 33
34
35 36