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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 %
LP
501
LGL Partners
Pennsylvania
$2.47M -$4.68M -81,910 -65%
EI
502
Ellevest Inc
New York
$2.46M +$2.31M +40,462 +1,590%
CTA
503
Colonial Trust Advisors
South Carolina
$2.45M -$136K -2,386 -5%
IC
504
InterOcean Capital
Illinois
$2.45M +$301K +5,269 +14%
BBHC
505
Brown Brothers Harriman & Co
New York
$2.44M -$1.05M -18,438 -30%
LFG
506
LifePlan Financial Group
Ohio
$2.44M -$2.59M -45,341 -52%
JHCP
507
Jackson Hole Capital Partners
Oklahoma
$2.44M -$220K -3,844 -8%
PBO
508
Peoples Bank (Ohio)
Ohio
$2.42M -$1.75M -30,567 -42%
MWM
509
Marietta Wealth Management
Georgia
$2.42M -$892K -15,603 -27%
GFPC
510
Global Financial Private Capital
Florida
$2.41M +$8.58K +150 +0.4%
BCA
511
Bray Capital Advisors
Florida
$2.4M +$139K +2,430 +6%
OCM
512
One Capital Management
California
$2.4M -$723K -12,648 -23%
SIS
513
SVB Investment Services
Utah
$2.39M -$251K -4,396 -10%
LGWM
514
Litman Gregory Wealth Management
California
$2.39M +$827K +14,465 +53%
MA
515
Mutual Advisors
Nebraska
$2.37M -$8.51M -148,870 -78%
FCFC
516
First Citizens Financial Corp
Iowa
$2.36M +$267K +4,671 +13%
EFL
517
ERn Financial LLC
Wisconsin
$2.35M +$595K +10,419 +34%
WAM
518
Wakefield Asset Management
Colorado
$2.35M +$2.35M +41,084 New
RZH
519
Relyea Zuckerberg Hanson
Connecticut
$2.34M -$303K -5,294 -11%
DT
520
Diversified Trust
Tennessee
$2.34M – – –
SWP
521
Strategic Wealth Partners
Ohio
$2.34M +$1.86M +32,514 +387%
SF
522
Summit Financial
New Jersey
$2.29M +$2.29M +40,015 New
GLLW
523
Graves Light Lenhart Wealth
Virginia
$2.28M +$2.28M +39,938 New
FUBT
524
First United Bank & Trust
Maryland
$2.28M -$107K -1,876 -4%
LWM
525
Liberty Wealth Management
California
$2.26M -$2.77M -48,408 -55%
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