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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 %
DWA
1101
Divergent Wealth Advisors
Utah
– -$1.42M -24,902 Closed
MSA
1102
Mason Street Advisors
Wisconsin
– -$1.15M -20,100 Closed
PP
1103
Prudential plc
United Kingdom
– -$1.05M -18,300 Closed
IP
1104
Intellectus Partners
California
– -$858K -15,010 Closed
MSL
1105
Mackay Shields LLC
New York
– -$807K -14,125 Closed
IIC
1106
Integrated Investment Consultants
Michigan
– -$790K -13,824 Closed
QCMC
1107
Quantum Capital Management (California)
California
– -$593K -10,366 Closed
PAMG
1108
Patton Albertson Miller Group
Tennessee
– -$400K -6,995 Closed
IC
1109
Innealta Capital
Texas
– -$396K -6,936 Closed
GT
1110
Glenview Trust
Kentucky
– -$384K -6,712 Closed
W
1111
WealthStone
Ohio
– -$307K -5,371 Closed
TA
1112
TCG Advisors
Texas
– -$292K -5,103 Closed
JG
1113
Jefferies Group
New York
– -$275 -4,805 Closed
TWM
1114
Tolleson Wealth Management
Texas
– -$258K -4,519 Closed
WU
1115
Wealthsimple US
New York
– -$257K -4,489 Closed
WIP
1116
Wellesley Investment Partners
Massachusetts
– -$254K -4,447 Closed
BP
1117
BBR Partners
New York
– -$242K -4,238 Closed
NPT
1118
Nixon Peabody Trust
Massachusetts
– -$225K -3,931 Closed
STB
1119
S&T Bank
Pennsylvania
– -$211K -3,695 Closed
WP
1120
WealthPLAN Partners
Nebraska
– -$207K -3,379 Closed
WOSD
1121
WFA of San Diego
California
– -$218K -3,317 Closed
FANJ
1122
Financial Architects (New Jersey)
New Jersey
– -$177K -3,105 Closed
KPW
1123
Kore Private Wealth
New York
– -$110K -1,935 Closed
HWA
1124
HCR Wealth Advisors
California
– -$105K -1,826 Closed
BFIM
1125
Beese Fulmer Investment Management
Ohio
– -$86K -1,500 Closed
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