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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 %
AIA
251
Alera Investment Advisors
Illinois
$11.4M +$1.56M +27,246 +16%
CWM
252
Chicago Wealth Management
Illinois
$11.4M +$11.4M +198,988 New
MCIA
253
Mountain Capital Investment Advisors
Colorado
$11.3M -$363K -6,234 -3%
SPC
254
Sigma Planning Corp
Michigan
$11.3M -$1.07M -18,644 -9%
UWPG
255
Ullmann Wealth Partners Group
Florida
$11.1M -$7.91M -138,383 -42%
LWA
256
LWS Wealth Advisors
New Jersey
$11M +$1.03M +18,082 +10%
GSIS
257
Global Strategic Investment Solutions
Arizona
$10.9M +$2.07M +36,285 +24%
QCG
258
Quadrant Capital Group
Ohio
$10.9M +$897K +15,694 +9%
WA
259
Wealth Architects
California
$10.8M -$401K -7,023 -4%
CA
260
Capital Advantage
California
$10.7M -$139K -2,427 -1%
WT
261
Washington Trust
Rhode Island
$10.7M +$591K +10,308 +6%
RCA
262
Resonant Capital Advisors
Wisconsin
$10.5M +$5.16M +90,334 +97%
VC
263
Veracity Capital
Georgia
$10.5M -$1.83M -31,959 -15%
CAPTRUST Financial Advisors
264
CAPTRUST Financial Advisors
North Carolina
$10.4M +$4.49M +78,200 +75%
CGI
265
Cougar Global Investments
Ontario, Canada
$10.4M -$4.24M -74,141 -29%
TCM
266
Towercrest Capital Management
Pennsylvania
$10.4M +$890K +15,569 +9%
LFA
267
Legacy Financial Advisors
Kentucky
$10.4M +$3.33M +58,219 +47%
SFO
268
Stokes Family Office
Louisiana
$10.2M -$376K -6,577 -4%
DIA
269
Davidson Investment Advisors
Montana
$10.2M -$1.12M -19,520 -10%
ECG
270
Edge Capital Group
Georgia
$10.2M -$9.99M -174,830 -50%
HW
271
Hancock Whitney
Mississippi
$10.1M +$1.27M +22,210 +14%
CI
272
CX Institutional
Indiana
$10M +$9.91M +173,321 +7,562%
LL
273
LPWM LLC
Minnesota
$9.95M -$458K -8,020 -4%
SCP
274
Syntal Capital Partners
Texas
$9.91M -$4.97M -86,884 -33%
SWM
275
Sugarloaf Wealth Management
Georgia
$9.88M -$135K -2,361 -1%
9 10
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