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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 %
SS
601
Sunbelt Securities
Texas
$1.5M -$2.16M -37,829 -59%
PG
602
Patten Group
Tennessee
$1.5M -$114K -1,992 -7%
WAM
603
Wealthspire Advisors (Maryland)
Maryland
$1.48M -$40.1K -701 -3%
GVAG
604
Great Valley Advisor Group
Delaware
$1.44M -$8.57K -150 -0.6%
BFG
605
Beacon Financial Group
Texas
$1.44M -$1.31M -22,764 -48%
VCM
606
Vivaldi Capital Management
Illinois
$1.43M +$200K +3,239 +16%
DAS
607
Dynamic Advisor Solutions
Arizona
$1.43M +$50K +874 +4%
DWA
608
Divergent Wealth Advisors
Utah
$1.42M -$427K -7,468 -23%
PTC
609
Private Trust Company
Ohio
$1.41M -$506K -8,721 -26%
WWM
610
Windsor Wealth Management
Indiana
$1.41M -$3.08M -53,939 -69%
PGWM
611
Parisi Gray Wealth Management
New Jersey
$1.4M -$12.2K -214 -0.9%
HNB
612
Huntington National Bank
Ohio
$1.39M -$1.33M – –
APW
613
Acima Private Wealth
Virginia
$1.39M +$1.23M +21,501 +763%
LFAS
614
Level Four Advisory Services
Texas
$1.38M -$266K -4,639 -16%
AL
615
Aspiriant LLC
California
$1.38M -$10.8M -188,886 -89%
WRTC
616
Wind River Trust Company
Wyoming
$1.37M -$26.2M -458,597 -95%
I2I
617
Insight 2811 Inc
Illinois
$1.36M +$36.1K +612 +3%
RG
618
Retirement Group
California
$1.36M +$1.36M +23,865 New
CAL
619
Capital Advisors Ltd
Ohio
$1.36M -$8K -140 -0.6%
JWA
620
JFS Wealth Advisors
Pennsylvania
$1.36M +$296K +5,182 +28%
SFSG
621
Sound Financial Strategies Group
Mississippi
$1.35M +$12.1K +212 +0.9%
PA
622
Paracle Advisors
Washington
$1.34M -$1.4M -24,538 -51%
SWA
623
Stratos Wealth Advisors
Ohio
$1.33M -$190K -3,323 -12%
CFIA
624
Cantor Fitzgerald Investment Advisors
New York
$1.33M -$168K -2,945 -11%
HFA
625
HC Financial Advisors
California
$1.33M -$5.72K -100 -0.4%
23 24
25
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