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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 %
W
176
Wealthquest
Ohio
$23.1M +$2.29M +37,995 +11%
FFA
177
Fragasso Financial Advisors
Pennsylvania
$23.1M +$207K +3,431 +0.9%
MPW
178
MA Private Wealth
California
$23M +$190K +3,149 +0.8%
IWMA
179
Ironwood Wealth Management (Arizona)
Arizona
$22.7M – – –
NA
180
NewEdge Advisors
Louisiana
$22.2M +$3.25M +53,918 +17%
Financial Engines Advisors
181
Financial Engines Advisors
California
$22M +$882K +14,630 +4%
BWP
182
BSW Wealth Partners
Colorado
$21.6M -$1.92M -31,839 -8%
CWM
183
Cranbrook Wealth Management
Michigan
$21.4M +$958K +15,897 +5%
FWM
184
FFT Wealth Management
Pennsylvania
$20.9M -$796K -13,206 -4%
Brown Advisory
185
Brown Advisory
Maryland
$20.8M -$2.64M -43,723 -11%
FLA
186
Financial Life Advisors
Texas
$20.4M +$1.35M +22,411 +7%
FMWA
187
Forvis Mazars Wealth Advisors
Missouri
$20.3M -$1.47M -24,382 -7%
BBNA
188
Bremer Bank National Association
Minnesota
$20.3M -$144K -2,390 -0.7%
BWM
189
Brickley Wealth Management
California
$20.3M +$635K +10,406 +3%
Susquehanna International Group
190
Susquehanna International Group
Pennsylvania
$20.1M +$14.6M +241,504 +261%
WT
191
Whittier Trust
California
$20M +$243K +4,036 +1%
MA
192
MUFG Americas
New York
$19.7M +$1.07M +17,672 +6%
WP
193
WealthSource Partners
California
$19.7M -$349K -5,791 -2%
T. Rowe Price Associates
194
T. Rowe Price Associates
Maryland
$19.3M +$6.52M +108,078 +51%
LNB
195
Ledyard National Bank
$19.3M +$2.11M +34,980 +12%
VWM
196
Venturi Wealth Management
Texas
$19.2M +$1.79M +29,691 +10%
ANTB
197
AMG National Trust Bank
Colorado
$18.8M +$5.09M +84,361 +37%
AIM
198
Acropolis Investment Management
Missouri
$18.8M +$346K +5,744 +2%
TF
199
Trek Financial
Arizona
$18.4M -$430K -7,136 -2%
BFM
200
Broadview Financial Management
Wisconsin
$18.2M -$653K -10,828 -3%
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