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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 %
DI
1076
Disciplined Investments
Oklahoma
$5K -$2.85K -49 -36%
PFA
1077
Professional Financial Advisors
Nebraska
$5K +$5K +79 New
FCAS
1078
First Command Advisory Services
Texas
$4K – – –
LAS
1079
Lloyd Advisory Services
Georgia
$4K – – –
Koshinski Asset Management
1080
Koshinski Asset Management
Illinois
$3.44K -$161 -2,579 -4%
JWM
1081
Janiczek Wealth Management
Colorado
$3K – – –
IWP
1082
IAG Wealth Partners
Wisconsin
$3K +$3K +49 New
HCP
1083
Hexagon Capital Partners
Arkansas
$3K +$3K +53 New
SSW
1084
Smith Shellnut Wilson
Mississippi
$2.88K +$1 +15 +0%
FCA
1085
FinTrust Capital Advisors
South Carolina
$2.53K +$423 +7,017 +20%
AAP
1086
Arax Advisory Partners
Colorado
$2K -$28.5K -442 -93%
RFA
1087
Reilly Financial Advisors
California
$2K – – –
VCM
1088
Vigilant Capital Management
Maine
$2K +$2K +36 New
WA
1089
WestEnd Advisors
North Carolina
$1.33K +$482 +8 +57%
Millennium Management
1090
Millennium Management
New York
$1.12K +$1.12K +18,562 New
PWMG
1091
Prestige Wealth Management Group
New Jersey
$1K -$417 -10 -29%
SIS
1092
Sound Income Strategies
Florida
$1K – – –
Rafferty Asset Management
1093
Rafferty Asset Management
New York
– -$6.05M -105,801 Closed
RIA
1094
Regal Investment Advisors
Michigan
– -$3.62M -63,406 Closed
TSS
1095
Two Sigma Securities
New York
– -$2.81M -49,105 Closed
PWPCM
1096
Perella Weinberg Partners Capital Management
New York
– -$2.62M -45,890 Closed
CWS
1097
Cypress Wealth Services
California
– -$1.9M -33,218 Closed
NL
1098
NWAM LLC
Washington
– -$1.7M -29,818 Closed
GM
1099
GeoWealth Management
Illinois
– -$1.56M -27,211 Closed
PFS
1100
Prospera Financial Services
Texas
– -$1.52M -26,599 Closed
42 43
44
45 46