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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 %
POIA
1026
Pin Oak Investment Advisors
Texas
$37K – – –
FWC
1027
First Washington Corp
Washington
$36K – – –
F
1028
F3Logic
Minnesota
$33.9K +$221 +3,664 +0.7%
TSW
1029
Thompson Siegel & Walmsley
Virginia
$33K – – –
WCG
1030
Weaver Consulting Group
California
$33K +$5.51K +92 +20%
SNT
1031
Security National Trust
West Virginia
$32K – – –
SIAP
1032
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$30K – – –
NFSG
1033
Newbridge Financial Services Group
Florida
$28K +$28K +461 New
IF
1034
Ironwood Financial
Arizona
$27K -$120 -2 -0.4%
MRCM
1035
M&R Capital Management
New Jersey
$27K – – –
AIA
1036
Arcadia Investment Advisors
Idaho
$26.9K +$2.95K +49 +12%
OIS
1037
Okabena Investment Services
Minnesota
$26K – – –
MCM
1038
MV Capital Management
Maryland
$26K +$26K +435 New
SFSIG
1039
San Francisco Sentry Investment Group
California
$25K -$17K -285 -41%
AWM
1040
AllSquare Wealth Management
New York
$25K – – –
OFG
1041
Oxford Financial Group
Indiana
$25K – – –
EW
1042
Evoke Wealth
California
$23K -$59.4K -968 -72%
LC
1043
Lindbrook Capital
California
$23K – – –
CHAM
1044
Clear Harbor Asset Management
Connecticut
$22.6K +$22.6K +375 New
LIA
1045
LS Investment Advisors
Michigan
$19K – – –
TCM
1046
Tradewinds Capital Management
Washington
$19K – – –
AWA
1047
Arkadios Wealth Advisors
Georgia
$18.9K -$306 -5 -2%
UFF
1048
USA Financial Formulas
Michigan
$17K +$17K +278 New
CWM
1049
Cedar Wealth Management
California
$15K – – –
TWP
1050
TFO Wealth Partners
Ohio
$15K – – –
40 41
42
43 44