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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
$13.1B
2
BlackRock
BlackRock
New York
$2.87B
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$2.22B
4
Fidelity Investments
Fidelity Investments
Massachusetts
$592M
5
US Bancorp
US Bancorp
Minnesota
$859M

Top Sellers

1
APF
Alaska Permanent Fund
Alaska
$1.13B
2
Victory Capital Management
Victory Capital Management
Texas
$86.8M
3
Jones Financial Companies
Jones Financial Companies
Missouri
$2.58B
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$792M
5
PCIG
Partners Capital Investment Group
Massachusetts
$39.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWA
101
Lenox Wealth Advisors
New York
$51.2M -$619K -10,264 -1%
AWE
102
Avidian Wealth Enterprises
Texas
$51M +$9.88M +163,926 +24%
B
103
Bailard
California
$50.9M -$1.98M -32,898 -4%
Citadel Advisors
104
Citadel Advisors
Florida
$50.8M +$50.8M +843,226 New
FDCC
105
Foster Dykema Cabot & Co
Massachusetts
$50.2M -$871K -14,449 -2%
CNHF
106
Conrad N. Hilton Foundation
California
$49.9M -$19.9M -330,337 -29%
SAS
107
Sage Advisory Services
Texas
$49.9M +$8.33M +138,120 +20%
FCBT
108
First Citizens Bank & Trust
North Carolina
$48.8M +$3.63M +60,197 +8%
CCFM
109
Clear Creek Financial Management
Washington
$48.8M +$48M +796,745 +6,122%
CFFP
110
Center for Financial Planning
Michigan
$48.8M -$682K -11,319 -1%
CAG
111
Crestwood Advisors Group
Massachusetts
$48.7M -$568K -9,426 -1%
DLDF
112
Dan L. Duncan Foundation
Texas
$48.7M – – –
AWA
113
Alaska Wealth Advisors
Alaska
$48M +$5.98M +99,180 +14%
EH
114
Equitable Holdings
New York
$47.7M +$4.76M +79,030 +11%
ECM
115
ETrade Capital Management
Virginia
$47.7M +$10.9M +180,461 +30%
FCB
116
First Command Bank
Texas
$46.2M +$2.52M +41,853 +6%
FCFS
117
First Command Financial Services
Texas
$46.2M +$2.52M +41,853 +6%
FBFS
118
First Business Financial Services
Wisconsin
$45.7M +$704K +11,684 +2%
RMC
119
Regis Management Company
California
$45.6M +$2.3M +38,225 +5%
Cambridge Investment Research Advisors
120
Cambridge Investment Research Advisors
Iowa
$45.3M +$2.53M +41,906 +6%
SFI
121
SPC Financial Inc
Maryland
$44.3M +$2.34M +38,761 +6%
CAM
122
Cresset Asset Management
Illinois
$43.8M +$579K +9,605 +1%
LSAG
123
Lake Street Advisors Group
New Hampshire
$43.3M +$530K +8,797 +1%
IB
124
Intrust Bank
Kansas
$43.3M -$2.01M -33,288 -4%
BWA
125
BDO Wealth Advisors
Florida
$42.9M +$1.74M +28,852 +4%
3 4
5
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