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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 %
Lazard Asset Management
476
Lazard Asset Management
New York
$2.78M -$6.57K -115 -0.2%
BG
477
Bahl & Gaynor
Ohio
$2.78M -$146K -2,556 -5%
PFM
478
Parsec Financial Management
North Carolina
$2.78M -$455K -7,964 -14%
1WA
479
180 Wealth Advisors
Washington
$2.78M -$444K -7,448 -14%
PGA
480
Portland Global Advisors
Maine
$2.76M +$177K +3,104 +7%
CAC
481
Certified Advisory Corp
Florida
$2.76M +$2.33M +40,773 +546%
IOOF
482
Independent Order of Foresters
Ontario, Canada
$2.74M -$7.84M -137,161 -74%
AF
483
Advisornet Financial
Minnesota
$2.74M -$776K -13,572 -22%
SSW
484
Smith Shellnut Wilson
Mississippi
$2.73M +$11.3K +198 +0.4%
LNC
485
Lincoln National Corp
Pennsylvania
$2.69M -$1.91M -33,428 -42%
CWM
486
Cabot Wealth Management
Massachusetts
$2.66M -$1.56M -27,241 -37%
GIA
487
Gladstone Institutional Advisory
Florida
$2.65M -$2.14M -37,510 -45%
OFG
488
Omega Financial Group
California
$2.64M +$101K +1,775 +4%
PWPCM
489
Perella Weinberg Partners Capital Management
New York
$2.62M +$2.62M +45,890 New
GTAM
490
Global Trust Asset Management
Florida
$2.61M +$813K +14,221 +45%
I
491
INVST
Indiana
$2.58M -$2.4M -41,817 -48%
CAM
492
Concorde Asset Management
Michigan
$2.56M -$2.11M -36,942 -45%
HSWM
493
Hubbell Strickland Wealth Management
Louisiana
$2.56M -$137K -2,402 -5%
HT
494
Heritage Trust
Oklahoma
$2.54M -$79.1K -1,384 -3%
VAS
495
Vestmark Advisory Solutions
Massachusetts
$2.54M +$1.12M +19,556 +79%
FFA
496
First Foundation Advisors
California
$2.53M -$3.22M -56,320 -56%
PAM
497
Peninsula Asset Management
Florida
$2.52M -$154K -2,693 -6%
WFA
498
Wade Financial Advisory
California
$2.51M -$723K -12,658 -22%
TVAMP
499
Tennessee Valley Asset Management Partners
Tennessee
$2.49M -$7.45M -130,249 -75%
TIA
500
Tiemann Investment Advisors
California
$2.49M +$1.02M +17,857 +70%
18 19
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