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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 %
SWM
926
SVA Wealth Management
Wisconsin
$244K +$9.57K +159 +4%
NPA
927
Nichols & Pratt Advisers
Massachusetts
$243K – – –
BOTW
928
Bank of the West
California
$241K -$34.2K -567 -12%
SIC
929
Samalin Investment Counsel
New York
$241K +$241K +4,000 New
Principal Financial Group
930
Principal Financial Group
Iowa
$240K +$10.3K +171 +4%
EW
931
Emerson Wealth
Michigan
$239K -$1.99K -33 -0.8%
RP
932
Rowlandmiller & Partners
Georgia
$237K – – –
MCM
933
Mitchell Capital Management
Kansas
$237K -$54.4K -900 -19%
SAS
934
Stelac Advisory Services
New York
$235K – – –
PFBT
935
Parkside Financial Bank & Trust
Missouri
$234K – – –
CL
936
Choreo LLC
Illinois
$234K +$234K +3,875 New
MCCP
937
Mission Creek Capital Partners
California
$232K +$10.1K +168 +5%
CCG
938
Cypress Capital Group
Florida
$229K -$181K -3,000 -44%
GKWIM
939
Gerber Kawasaki Wealth & Investment Management
California
$229K -$167K -2,767 -42%
VWA
940
V Wealth Advisors
Kansas
$228K -$2.41K -40 -1%
BCA
941
Biltmore Capital Advisors
New Jersey
$228K +$228K +3,790 New
FPS
942
Fieldpoint Private Securities
Connecticut
$227K -$101K -1,677 -31%
MWM
943
Meridian Wealth Management
Kentucky
$227K +$227K +3,779 New
PCMC
944
Private Capital Management (Colorado)
Colorado
$226K +$6.04K +100 +3%
NCM
945
Neumann Capital Management
California
$224K +$224K +3,711 New
PFA
946
Pathway Financial Advisors
Vermont
$221K -$815K -13,427 -79%
MAG
947
Mayfair Advisory Group
Alabama
$221K – – –
CCT
948
Capital City Trust
Florida
$221K +$221K +3,661 New
FSWA
949
Financial Synergies Wealth Advisors
Texas
$220K -$147K -2,437 -40%
TFGT
950
TS Financial Group (TSFG)
Illinois
$220K – – –
36 37
38
39 40