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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 %
BC
951
Burney Company
Virginia
$215K +$215K +3,569 New
BFG
952
Beacon Financial Group
Texas
$212K -$1.12M -21,085 -84%
BA
953
Ballast Advisors
Minnesota
$212K – – –
FP
954
Financial Perspectives
Minnesota
$211K – – –
Sumitomo Mitsui Trust Group
955
Sumitomo Mitsui Trust Group
Japan
$210K +$210K +3,480 New
CNB
956
Camden National Bank
Maine
$209K -$62.9K -1,041 -23%
LSPW
957
Lake Street Private Wealth
Illinois
$209K -$17.9K -297 -8%
WIC
958
Whitegate Investment Counselors
New Hampshire
$208K -$15.5K -257 -7%
SCP
959
Sandhill Capital Partners
New York
$207K +$207K +3,430 New
CA
960
Claro Advisors
Massachusetts
$206K +$206K +3,417 New
NIC
961
Northwest Investment Counselors
Oregon
$205K -$28.1K -467 -12%
LFA
962
Legend Financial Advisors
Pennsylvania
$204K +$204K +3,381 New
PG
963
Proffitt & Goodson
Tennessee
$202K – – –
SDWMA
964
Schneider Downs Wealth Management Advisors
Pennsylvania
$202K +$202K +3,350 New
SQA
965
Simon Quick Advisors
New Jersey
$197K – – –
IRC
966
Investors Research Corp
Georgia
$196K – – –
ACM
967
AUA Capital Management
Pennsylvania
$181K +$181K +3,000 New
GSWM
968
Golden State Wealth Management
California
$179K +$179K +2,976 New
CBT
969
Central Bank & Trust
Kentucky
$176K – – –
CWC
970
Carolinas Wealth Consulting
North Carolina
$176K +$11.2K +186 +7%
TFS
971
TrustCore Financial Services
Tennessee
$175K +$1.99K +33 +1%
JFA
972
JNBA Financial Advisors
Minnesota
$173K +$9.65K +160 +6%
Toronto Dominion Bank
973
Toronto Dominion Bank
Ontario, Canada
$172K – – –
AF
974
Allworth Financial
California
$163K -$17.9K -296 -10%
FHA
975
Flagship Harbor Advisors
Massachusetts
$153K -$909K -15,102 -86%
37 38
39
40 41