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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 %
IAS
1051
IMA Advisory Services
Colorado
$15K +$1.49K +25 +11%
SFG
1052
Sowa Financial Group
Rhode Island
$13K – – –
TF
1053
TimeScale Financial
Massachusetts
$13K – – –
WLPWM
1054
Walled Lake Planning & Wealth Management
Illinois
$13K – – –
ST
1055
Sageworth Trust
Pennsylvania
$13K +$13K +217 New
PP
1056
Pacifica Partners
Canada
$12K – – –
HB
1057
Horizon Bancorp
Indiana
$12K +$3.28K +53 +38%
TCOV
1058
Trust Company of Vermont
Vermont
$12K +$12K +200 New
CYG
1059
Clean Yield Group
Vermont
$12K +$12K +200 New
HFA
1060
High Falls Advisors
New York
$12K +$3.85K +62,740 +47%
GP
1061
Greenline Partners
New York
$11K – – –
ZB
1062
Zions Bancorporation
Utah
$10K -$10K -173 -50%
VCM
1063
Versant Capital Management
Arizona
$10K – – –
GWS
1064
Glassman Wealth Services
Virginia
$10K +$6.93K +115 +225%
ME
1065
McIlrath & Eck
Washington
$9K – – –
BAM
1066
Barrett Asset Management
New York
$8K – – –
TWA
1067
TCI Wealth Advisors
Arizona
$7K – – –
LDFR
1068
Lehman & Derafelo Financial Resources
Pennsylvania
$7K – – –
AWM
1069
Adams Wealth Management
Utah
$7K +$7K +108 New
NL
1070
NEPC LLC
Massachusetts
$6.09K +$6.09K +101 New
First Manhattan
1071
First Manhattan
New York
$6K – – –
AW
1072
Avion Wealth
Texas
$6K – – –
CHA
1073
Carmichael Hill & Associates
Maryland
$6K – – –
MHR
1074
Matthew Hamilton Rosenberg
$6K – – –
SIAS
1075
Shine Investment Advisory Services
Colorado
$5K -$104K -1,865 -95%
41 42
43
44 45