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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 %
HPC
451
Hobart Private Capital
North Carolina
$3.22M -$3.61M -63,133 -53%
BRM
452
Boston Research & Management
Massachusetts
$3.21M +$381K +6,671 +13%
MWM
453
Merriman Wealth Management
Washington
$3.18M -$3.72M -65,154 -54%
PCA
454
Providence Capital Advisors
North Carolina
$3.18M -$117K -2,048 -4%
ACM
455
Armbruster Capital Management
New York
$3.17M -$1.65M -28,925 -34%
MNBTD
456
Moody National Bank Trust Division
Texas
$3.15M +$313K +5,481 +11%
BF
457
BOK Financial
Oklahoma
$3.13M -$783K -13,705 -20%
PBF
458
Petix & Botte Financial
California
$3.13M +$1.5M +51,738 +92%
Prudential Financial
459
Prudential Financial
New Jersey
$3.06M -$1.87M -32,745 -38%
TSA
460
Tri-Star Advisors
Texas
$3.03M +$3.03M +50,897 New
SSWM
461
Smith Salley Wealth Management
North Carolina
$3.02M -$24.5K -429 -0.8%
WIA
462
World Investment Advisors
California
$3M -$2.71M -43,888 -47%
HFA
463
Hoover Financial Advisors
Pennsylvania
$2.99M +$69.1K +1,208 +2%
TRCT
464
Tower Research Capital (TRC)
New York
$2.95M +$2.95M +51,662 New
FT
465
Fiduciary Trust
Massachusetts
$2.91M -$644K -11,271 -18%
CC
466
Copperleaf Capital
North Carolina
$2.91M -$604K -10,561 -17%
GFS
467
GYL Financial Synergies
Connecticut
$2.9M -$5.36M -93,758 -65%
PGAM
468
Princeton Global Asset Management
New Jersey
$2.82M +$1.45M +25,343 +105%
CIR
469
Clear Investment Research
Georgia
$2.82M -$278K -4,869 -9%
CWM
470
Cahaba Wealth Management
Georgia
$2.82M -$135K -2,236 -5%
PM
471
Pembroke Management
Quebec, Canada
$2.82M +$251K +4,395 +10%
KCM
472
Kanawha Capital Management
Virginia
$2.81M -$8.57K -150 -0.3%
TSS
473
Two Sigma Securities
New York
$2.81M +$2.81M +49,105 New
SIA
474
Soltis Investment Advisors
Utah
$2.8M -$528K -9,240 -16%
JWCA
475
J.W. Cole Advisors
Florida
$2.79M +$2.79M +48,825 New
17 18
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