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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 %
ECM
401
Evergreen Capital Management
Washington
$4.46M -$464K -8,110 -9%
OAP
402
One Advisory Partners
Kansas
$4.45M +$4.45M +77,849 New
SAM
403
Silvercrest Asset Management
New York
$4.42M -$241K -4,211 -5%
MWM
404
Maltin Wealth Management
New Jersey
$4.42M +$11.5K +202 +0.3%
PFM
405
Phillips Financial Management
Indiana
$4.41M +$2.09M +36,479 +90%
C
406
Clearshares
New York
$4.34M – – –
NFG
407
Next Financial Group
Texas
$4.26M +$309K +5,404 +8%
PIMG
408
Patriot Investment Management Group
Tennessee
$4.24M +$118K +2,072 +3%
SPP
409
Single Point Partners
Massachusetts
$4.24M +$115K +2,005 +3%
IWA
410
Independence Wealth Advisors
Virginia
$4.18M -$5.12M -89,540 -55%
TTWM
411
TCV Trust & Wealth Management
Virginia
$4.16M +$628K +10,991 +18%
LWP
412
Legacy Wealth Partners
California
$4.16M -$1.08M -18,859 -21%
RIA
413
RPG Investment Advisory
California
$4.15M -$55.6K -972 -1%
SHWM
414
Silicon Hills Wealth Management
Texas
$4.13M -$396K -6,928 -9%
WA
415
WBH Advisory
Maryland
$4.13M +$641K +11,220 +18%
RBC
416
Roble Belko & Company
Pennsylvania
$4.05M +$345K +6,042 +9%
SHJ
417
Sharkey, Howes & Javer
Colorado
$4.04M -$5.01M -87,595 -55%
KOMWMG
418
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$4M +$274K +4,795 +7%
VR
419
Viridian RIA
Washington
$4M -$1.08M -18,861 -21%
CFO
420
CVA Family Office
Colorado
$3.98M -$2.24M -39,223 -36%
FBA
421
Front Barnett Associates
Illinois
$3.9M -$6.86K -120 -0.2%
BWM
422
Baystate Wealth Management
Massachusetts
$3.88M -$215K -3,759 -5%
NEGWA
423
New England Guild Wealth Advisors
Connecticut
$3.87M -$80.5K -1,409 -2%
HIP
424
Harrell Investment Partners
Texas
$3.86M -$2.22M -38,758 -36%
FCA
425
FLC Capital Advisors
California
$3.8M +$1.29M +21,907 +51%
15 16
17
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