IEFA icon

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
$13.1B
2
BlackRock
BlackRock
New York
$2.87B
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$2.22B
4
Fidelity Investments
Fidelity Investments
Massachusetts
$592M
5
US Bancorp
US Bancorp
Minnesota
$859M

Top Sellers

1
APF
Alaska Permanent Fund
Alaska
$1.13B
2
Victory Capital Management
Victory Capital Management
Texas
$86.8M
3
Jones Financial Companies
Jones Financial Companies
Missouri
$2.58B
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$792M
5
PCIG
Partners Capital Investment Group
Massachusetts
$39.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
JCM
76
Janney Capital Management
Pennsylvania
$74.7M -$16.2M -269,212 -18%
State of New Jersey Common Pension Fund D
77
State of New Jersey Common Pension Fund D
New Jersey
$72.4M – – –
PAS
78
Park Avenue Securities
New York
$66.8M +$3.88M +64,323 +6%
APCM
79
Alaska Permanent Capital Management
Alaska
$66.3M +$1.75M +28,986 +3%
USAA
80
United Services Automobile Association
Texas
$62.1M -$19.7M -326,298 -24%
NA
81
Nottingham Advisors
New York
$61.7M +$4.2M +69,458 +7%
MML Investors Services
82
MML Investors Services
Massachusetts
$61.7M +$6.89M +114,266 +13%
FLPIM
83
F.L. Putnam Investment Management
Massachusetts
$60.6M +$7.74M +128,331 +15%
FFBTD
84
First Financial Bank - Trust Division
Ohio
$59.9M +$5.06M +83,946 +9%
BB
85
Bell Bank
North Dakota
$59.8M +$1.53M +25,356 +3%
BL
86
Balentine LLC
Georgia
$59.7M +$1.41M +23,408 +2%
MWM
87
Mission Wealth Management
California
$58.7M +$3.32M +55,126 +6%
JPMPWA
88
J.P. Morgan Private Wealth Advisors
California
$56.7M +$14.9M +247,968 +36%
CFG
89
Citizens Financial Group
Rhode Island
$56.6M +$19.3M +318,932 +52%
Neuberger Berman Group
90
Neuberger Berman Group
New York
$56.2M -$52.2M -866,595 -48%
JRP
91
Jasper Ridge Partners
California
$55.6M +$9.78M +162,232 +21%
CW
92
Cabot-Wellington
Massachusetts
$54.1M +$55.2K +915 +0.1%
VC
93
Vicus Capital
Pennsylvania
$53.4M -$1.18M -19,542 -2%
Mackenzie Financial
94
Mackenzie Financial
Ontario, Canada
$53.3M – – –
UB
95
UMB Bank
Missouri
$52.7M – – –
PFO
96
Pathstone Family Office
New Jersey
$52.5M +$14.4M +238,556 +38%
AWC
97
Abundance Wealth Counselors
Pennsylvania
$52.3M -$589K -9,778 -1%
RWM
98
Ritholtz Wealth Management
New York
$52.1M +$6.95M +115,319 +15%
RI
99
RPTC Inc
Wyoming
$51.7M – – –
QI
100
QS Investors
New York
$51.7M -$937K -15,547 -2%
2 3
4
5 6