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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 %
VFA
326
Valeo Financial Advisors
Indiana
$6.85M +$382K +7,006 +6%
SIM
327
Stratos Investment Management
Ohio
$6.79M -$197K -3,447 -3%
TIM
328
Tortoise Investment Management
New York
$6.78M +$556K +9,733 +9%
FDCDDQ
329
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.72M -$97.2K -1,701 -1%
LWA
330
Lineweaver Wealth Advisors
Ohio
$6.69M -$6.59M -115,337 -50%
CGA
331
Crescent Grove Advisors
Illinois
$6.67M +$446K +7,797 +7%
SWP
332
Summit Wealth Partners
Florida
$6.67M -$218K -3,817 -3%
FCI
333
Financial Counselors Inc
Kansas
$6.62M +$1.03M +18,050 +18%
OWM
334
Orgel Wealth Management
Wisconsin
$6.6M +$6.6M +115,541 New
PFG
335
PAX Financial Group
Texas
$6.57M +$6.57M +115,014 New
IDA
336
Intelligence Driven Advisers
California
$6.53M +$22.3K +391 +0.3%
WPW
337
Waldron Private Wealth
Pennsylvania
$6.5M +$640K +11,196 +11%
CJA
338
C-J Advisory
California
$6.48M -$76.4K -1,331 -1%
GWM
339
Geneos Wealth Management
Colorado
$6.46M -$76.7K -1,350 -1%
MFM
340
Mirsky Financial Management
New York
$6.42M +$1.28M +22,344 +25%
WB
341
Webster Bank
Connecticut
$6.41M -$214K -3,746 -3%
FCIM
342
Fairview Capital Investment Management
California
$6.34M +$4.76M +83,250 +301%
CM
343
Columbus Macro
Pennsylvania
$6.25M +$3.66M +63,982 +141%
JFGIW
344
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$6.19M -$264K -4,612 -4%
AFC
345
Adaptive Financial Consulting
Ohio
$6.16M +$708K +12,380 +13%
N
346
Natixis
France
$6.14M -$264K -4,611 -4%
CIBC World Market
347
CIBC World Market
Ontario, Canada
$6.14M +$575K +10,062 +10%
Rafferty Asset Management
348
Rafferty Asset Management
New York
$6.05M -$3.61M -63,203 -37%
IP
349
Investment Partners
Ohio
$6.05M +$143K +2,508 +2%
AGA
350
Arkos Global Advisors
Texas
$6.01M -$1.83M -31,948 -23%
12 13
14
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