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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 %
LWP
901
Legacy Wealth Planning
Nevada
$273K -$22.8K -377 -8%
SSB
902
Sandy Spring Bank
Maryland
$271K -$25.9K -429 -9%
RCM
903
Radnor Capital Management
Pennsylvania
$271K – – –
MCM
904
Murphy Capital Management
New Jersey
$271K +$271K +4,500 New
FHA
905
First Horizon Advisors
Tennessee
$269K +$33.6K +558 +14%
CBN
906
Cadence Bank NA
Texas
$267K +$267K +4,425 New
NGA
907
Naples Global Advisors
Florida
$266K -$15.8K -263 -6%
KP
908
Keel Point
Alabama
$265K -$62.1K -1,029 -19%
CPSC
909
Carl P. Sherr & Co
Massachusetts
$262K -$29.4K -487 -10%
EWA
910
EP Wealth Advisors
California
$260K +$260K +4,317 New
FAM
911
Formidable Asset Management
Ohio
$259K -$21.1K -348 -8%
PCA
912
Personal Capital Advisors
California
$258K +$258K +4,282 New
ESB
913
Essex Savings Bank
Connecticut
$256K -$1.93K -32 -0.7%
DADC
914
D.A. Davidson & Co
Montana
$256K -$482 -8 -0.2%
RWA
915
River Wealth Advisors
Pennsylvania
$256K +$256K +4,241 New
BWFA
916
Baltimore-Washington Financial Advisors
Maryland
$255K -$233K -3,873 -48%
SC
917
Schoolcraft Capital
Colorado
$254K – – –
ACA
918
Anchor Capital Advisors
Massachusetts
$254K -$3.01K -50 -1%
AP
919
Appleton Partners
Massachusetts
$254K – – –
AWM
920
Alterna Wealth Management
Texas
$251K -$141K -2,347 -36%
RC
921
RegentAtlantic Capital
New Jersey
$251K -$963 -16 -0.4%
PPW
922
Parcion Private Wealth
Washington
$249K -$364K -6,007 -59%
WFM
923
Wolff Financial Management
Michigan
$248K +$4.03K +67 +2%
RMDI
924
R.M. Davis Inc
Maine
$246K -$6.16K -102 -2%
AWP
925
Ascent Wealth Partners
New York
$244K -$6.88K -114 -3%
35 36
37
38 39