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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 %
CRC
851
Curi RMB Capital
Illinois
$363K +$363K +6,017 New
IPW
852
Inlet Private Wealth
Florida
$362K – – –
BW
853
Bison Wealth
Georgia
$361K -$12.6K -209 -3%
HB
854
Homrich & Berg
Georgia
$360K -$707K -11,744 -66%
AP
855
Adero Partners
California
$360K -$98.9K -1,640 -22%
KCM
856
Kathmere Capital Management
Pennsylvania
$357K -$5.78K -96 -2%
DACG
857
Donor Advised Charitable Giving
California
$355K -$116K -1,926 -25%
BFG
858
Baron Financial Group
New Jersey
$354K +$354K +5,875 New
AAS
859
Annex Advisory Services
Wisconsin
$354K -$37.2K -618 -10%
LPT
860
Legacy Private Trust
Wisconsin
$350K +$117K +1,943 +50%
TNB
861
Thomasville National Bank
Georgia
$349K +$7.36K +122 +2%
TPA
862
Trivium Point Advisory
Connecticut
$343K -$57.4K -952 -14%
ACM
863
Ategra Capital Management
Virginia
$341K – – –
MFS
864
McNamara Financial Services
Massachusetts
$340K +$1.99K +33 +0.6%
ETI
865
Enterprise Trust & Investment
California
$339K – – –
ACM
866
Argent Capital Management
Missouri
$336K +$29.2K +485 +10%
DWM
867
Dakota Wealth Management
Florida
$329K -$72.3K -1,201 -18%
PAS
868
Partnervest Advisory Services
California
$328K +$22.1K +367 +7%
DS
869
DRW Securities
Illinois
$324K +$324K +5,376 New
SP
870
Successful Portfolios
Florida
$323K +$323K +5,365 New
PIA
871
Perennial Investment Advisors
California
$321K -$86.4K -1,429 -21%
TAM
872
Townsend Asset Management
North Carolina
$320K -$79.8K -1,323 -20%
BCM
873
Bourgeon Capital Management
Connecticut
$317K – – –
SEIA
874
Signature Estate & Investment Advisors
California
$317K +$51.8K +860 +20%
GCM
875
Gibraltar Capital Management
Oklahoma
$317K +$317K +5,259 New
33 34
35
36 37