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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 %
CHC
976
City Holding Co
West Virginia
$150K -$10.5K -175 -7%
AIC
977
Archer Investment Corporation
Indiana
$135K +$6.75K +112 +5%
M
978
MOTCO
Texas
$134K +$46.4K +768 +53%
KTC
979
Kistler-Tiffany Companies
Pennsylvania
$120K – – –
AIM
980
Anchor Investment Management
South Carolina
$117K +$37.3K +618 +47%
RCA
981
Rowland Carmichael Advisors
Arizona
$110K +$108K +1,795 +5,439%
ICM
982
Islay Capital Management
Texas
$100K -$1.03M -17,205 -91%
BFC
983
Bedel Financial Consulting
Indiana
$100K +$84.1K +1,400 +528%
RFWA
984
RPg Family Wealth Advisory
Massachusetts
$98.7K – – –
PGAM
985
Princeton Global Asset Management
New Jersey
$97K -$2.87M -47,802 -97%
WB
986
West Bancorporation
Iowa
$96K – – –
APWA
987
Atlas Private Wealth Advisors
New Jersey
$93K – – –
FPFS
988
First Personal Financial Services
North Carolina
$85K – – –
HI
989
Hudock Inc
Pennsylvania
$82K -$7.48K -125 -8%
EP
990
Eudaimonia Partners
Tennessee
$77K -$10.9K -182 -12%
TCCM
991
Timber Creek Capital Management
Massachusetts
$77K – – –
TC
992
Trust Company
Kansas
$76K – – –
GAM
993
Gemmer Asset Management
California
$73K – – –
IA
994
Independence Advisors
Pennsylvania
$72K +$15.3K +253 +27%
KFO
995
Kopp Family Office
Minnesota
$71K +$71K +1,178 New
FWM
996
Filbrandt Wealth Management
Wisconsin
$70K +$27.8K +462 +66%
OIA
997
Optimum Investment Advisors
Illinois
$69K +$1.62K +27 +2%
PO
998
Private Ocean
California
$69K +$69K +1,150 New
DAM
999
Delta Asset Management
Tennessee
$68K – – –
FRA
1000
Front Row Advisors
California
$65K +$6.76K +100 +12%
38 39
40
41 42