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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 %
CI Investments Inc
126
CI Investments Inc
Ontario, Canada
$41M +$3.73M +61,853 +10%
CAL
127
Capital Analysts LLC
Pennsylvania
$40.8M +$1.58M +26,294 +4%
CWM
128
Connecticut Wealth Management
Connecticut
$40.2M +$40.2M +667,108 New
BCA
129
Berman Capital Advisors
Georgia
$40.1M -$3.67M -60,936 -8%
Cerity Partners
130
Cerity Partners
New York
$40M +$16.5M +273,481 +70%
BOH
131
Bank of Hawaii
Hawaii
$39.8M +$403K +6,685 +1%
UOMF
132
University of Massachusetts Foundation
Massachusetts
$39.8M – – –
CCA
133
Conservest Capital Advisors
Pennsylvania
$39.7M -$1.12M -18,516 -3%
PCIG
134
Partners Capital Investment Group
Massachusetts
$39.3M -$69.9M -1,159,309 -64%
PFA
135
Pure Financial Advisors
California
$38.9M -$58.3K -967 -0.1%
BC
136
Bartlett & Co
Ohio
$38.7M +$191K +3,161 +0.5%
BCWM
137
Bartlett & Co Wealth Management
Ohio
$38.7M +$191K +3,161 +0.5%
BSB
138
Bangor Savings Bank
Maine
$38M +$117K +1,940 +0.3%
Manulife (Manufacturers Life Insurance)
139
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$37.7M +$1.56M +25,888 +4%
PI
140
PFS Investments
Georgia
$37.4M +$8.23M +136,511 +28%
CCFCSB
141
Cape Cod Five Cents Savings Bank
Massachusetts
$37.1M -$6.15M -102,051 -14%
EVM
142
Eaton Vance Management
Massachusetts
$37M +$2.72M +45,184 +8%
SWM
143
SigFig Wealth Management
California
$36.9M +$2.61M +43,068 +8%
MCM
144
MAI Capital Management
Ohio
$36.4M +$1.53M +25,399 +4%
RCAG
145
Rehmann Capital Advisory Group
Michigan
$34.1M -$325K -5,384 -0.9%
MA
146
MCF Advisors
Kentucky
$33.5M -$142K -2,350 -0.4%
GLA
147
Great Lakes Advisors
Illinois
$32.8M -$307K -5,089 -0.9%
IAA
148
Ironsides Asset Advisors
North Carolina
$32.6M +$19.7M +326,687 +152%
RFC
149
Regions Financial Corp
Alabama
$32.4M +$1.45M +23,982 +5%
AHSW
150
Adventist Health System West
California
$32.3M +$4.87M +80,710 +18%
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