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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 %
MWM
151
Modera Wealth Management
New Jersey
$32.2M -$818K -13,566 -2%
Rockefeller Capital Management
152
Rockefeller Capital Management
New York
$31.8M +$8.01M +132,835 +34%
MIA
153
MainStreet Investment Advisors
Illinois
$30.5M -$46.1M -764,325 -60%
NQWM
154
Northwest Quadrant Wealth Management
Oregon
$30.1M +$59.9K +990 +0.2%
TCBWMS
155
Texas Capital Bank Wealth Management Services
Texas
$29.4M +$1.18M +19,526 +4%
HPWM
156
Highland Private Wealth Management
Washington
$29.2M -$400K -6,628 -1%
CB
157
Commerce Bank
Missouri
$29.1M +$8.31M +137,874 +40%
HWA
158
Heritage Wealth Advisors
Virginia
$28.7M -$467K -7,750 -2%
SPIA
159
Steward Partners Investment Advisory
New York
$28.7M +$4.54M +75,329 +19%
AI
160
Atria Investments
North Carolina
$28.6M +$3.47M +57,616 +14%
TFO
161
Tarbox Family Office
California
$28.2M +$5.02M +83,262 +22%
FSC
162
Full Sail Capital
Oklahoma
$28.1M +$3.08M +49,398 +12%
CAI
163
Capital Advisors Inc
Oklahoma
$28M +$27.7M +459,450 +9,400%
DIP
164
DT Investment Partners
Pennsylvania
$27.9M +$5.32M +88,300 +24%
CAN
165
Cetera Advisor Networks
California
$27.7M +$187K +3,099 +0.7%
CB
166
Community Bank
New York
$26.9M +$3.7M +61,439 +16%
Thrivent Financial for Lutherans
167
Thrivent Financial for Lutherans
Minnesota
$26.7M -$34.4M -287,006 -56%
MMA
168
Miracle Mile Advisors
California
$26.5M -$6.93K -115 -0%
MGIA
169
Moneta Group Investment Advisors
Missouri
$26.1M -$3.75M -62,228 -13%
FA
170
FDx Advisors
Illinois
$26.1M +$3.61M +59,872 +16%
5L
171
55I LLC
Massachusetts
$25.8M +$13M +215,347 +101%
MW
172
Marcum Wealth
Ohio
$24.6M -$250K -4,140 -1%
A
173
AdvicePeriod
California
$24.4M +$3.39M +56,315 +16%
SIAM
174
Sterling Investment Advisors (Missouri)
Missouri
$24.1M -$252K -4,176 -1%
WA
175
Waddell & Associates
Tennessee
$24M +$644K +10,679 +3%
5 6
7
8 9