IEFA icon

iShares Core MSCI EAFE ETF
IEFA

Overview Fund Activity

1,068 hedge funds and large institutions have $54.9B invested in iShares Core MSCI EAFE ETF in 2020 Q2 according to their latest regulatory filings, with 125 funds opening new positions, 353 increasing their positions, 513 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,068
Holders Change
+26
Holders Change %
+2.5%
% of All Funds
21.95%
Holding in Top 10
230
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-7.63%
% of All Funds
4.73%
New
125
Increased
353
Reduced
513
Closed
89
Calls
$14.8M
Puts
$14.4M
Net Calls
+$358K
Net Calls Change
+$1.37M

Top Buyers

1
APF
Alaska Permanent Fund
Alaska
+$794M
2
Charles Schwab
Charles Schwab
California
+$333M
3
BlackRock
BlackRock
New York
+$188M
4
RIG
RiverFront Investment Group
Virginia
+$162M
5
Betterment LLC
Betterment LLC
New York
+$162M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$1.89B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$654M
3
Victory Capital Management
Victory Capital Management
Texas
-$596M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$547M
5
RJA
Raymond James & Associates
Florida
-$513M
Name Holding Trade Value Shares
Change 		Shares
Change %
Citigroup
226
Citigroup
New York
$13.2M +$1.33M +23,218 +11%
LMIM
227
Lockheed Martin Investment Management
Maryland
$13.1M -$94M -1,645,000 -88%
ANTB
228
AMG National Trust Bank
Colorado
$13M +$11.8M +207,227 +1,017%
SIA
229
Sovereign Investment Advisors
Arizona
$12.9M +$143K +2,502 +1%
ACA
230
Affinity Capital Advisors
California
$12.9M +$873K +15,282 +7%
William Blair & Company
231
William Blair & Company
Illinois
$12.9M -$264K -4,611 -2%
SIC
232
Sigma Investment Counselors
Michigan
$12.9M +$1.07M +18,693 +9%
GSAM
233
Grant Street Asset Management
Pennsylvania
$12.9M +$12.9M +224,875 New
TFCP
234
Twin Focus Capital Partners
Massachusetts
$12.5M -$1.04M -18,167 -8%
AA
235
Ancora Advisors
Ohio
$12.4M -$785K -13,735 -6%
SHWM
236
Smith & Howard Wealth Management
Georgia
$12.3M +$5.72M +100,034 +87%
IAA
237
Ironsides Asset Advisors
North Carolina
$12.3M +$12.3M +214,678 New
FFW
238
Fusion Family Wealth
New York
$12.2M +$7.99M +139,705 +189%
First Trust Advisors
239
First Trust Advisors
Illinois
$12.2M +$5.33M +48,065 +78%
5L
240
55I LLC
Massachusetts
$12.2M +$8.9M +155,782 +272%
T. Rowe Price Associates
241
T. Rowe Price Associates
Maryland
$12.1M -$2.8M -48,974 -19%
AWM
242
Argent Wealth Management
Massachusetts
$12.1M -$642K -10,456 -5%
TPWA
243
TRUE Private Wealth Advisors
Oregon
$12.1M -$1.48M -25,809 -11%
CA
244
Cetera Advisors
Colorado
$12.1M -$1.66M -28,962 -12%
OPS
245
Orion Portfolio Solutions
Nebraska
$12M +$1.86M +32,533 +18%
CIC
246
Cutler Investment Counsel
Oregon
$11.8M +$221K +3,864 +2%
BC
247
Brio Consultants
California
$11.8M +$11.8M +206,062 New
FWM
248
Fairhaven Wealth Management
Illinois
$11.7M +$1.83M +31,928 +18%
MM
249
Main Management
California
$11.7M -$247K -4,329 -2%
WPA
250
West Paces Advisors
Georgia
$11.5M +$1.56M +27,209 +16%
8 9
10
11 12