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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 %
RJT
201
Raymond James Trust
Florida
$18.1M -$150K -2,488 -0.8%
Comerica Bank
202
Comerica Bank
Texas
$18.1M +$1.82M +29,570 +11%
PA
203
Parallel Advisors
California
$18.1M +$9.31M +154,433 +106%
IDA
204
Intelligence Driven Advisers
California
$17.9M +$11M +182,345 +160%
FNBTCON
205
First National Bank & Trust Co of Newtown
Pennsylvania
$17.7M -$92.3K -1,531 -0.5%
BCI
206
Brinker Capital Investments
Pennsylvania
$17.6M +$17.6M +291,986 New
FAAS
207
First Allied Advisory Services
California
$17.5M -$2.27M -37,697 -12%
State of Wisconsin Investment Board
208
State of Wisconsin Investment Board
Wisconsin
$17.4M +$17.4M +289,400 New
LIA
209
LBMC Investment Advisors
Tennessee
$17.4M +$1.52M +25,146 +10%
PAG
210
Private Advisor Group
New Jersey
$17.2M +$11K +186 +0.1%
MAM
211
Meeder Asset Management
Ohio
$17M +$2.8M +46,504 +20%
NAM
212
North American Management
Massachusetts
$16.8M -$2.81M -46,603 -14%
BWM
213
BerganKDV Wealth Management
Minnesota
$16.7M +$1.65M +27,326 +11%
PA
214
Probity Advisors
Texas
$16.7M +$1.44M +23,868 +9%
BCIM
215
Bishop & Co Investment Management
Pennsylvania
$16.6M +$65.5K +1,087 +0.4%
IA
216
IndexIQ Advisors
New York
$16.5M -$3.84M -63,645 -19%
SWP
217
Stratos Wealth Partners
Ohio
$16M +$1.1M +18,245 +7%
SRSA
218
S.R. Schill & Associates
Washington
$15.9M +$124K +2,056 +0.8%
PWA
219
Physician Wealth Advisors
Utah
$15.9M -$241K -4,106 -1%
WTC
220
WhitTier Trust Company
Nevada
$15.9M -$1.17M -19,364 -7%
Wealth Enhancement Advisory Services
221
Wealth Enhancement Advisory Services
Minnesota
$15.6M +$762K +12,188 +5%
FPGK
222
Financial Partners Group (Kansas)
Kansas
$15.5M -$803K -13,316 -5%
OCG
223
Opus Capital Group
Ohio
$15.5M +$473K +7,848 +3%
IWC
224
Integrated Wealth Concepts
Massachusetts
$15.4M +$1.27M +21,108 +9%
ECG
225
Edge Capital Group
Georgia
$15.2M +$4.43M +73,441 +41%
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