IEFA icon

iShares Core MSCI EAFE ETF

1,042 hedge funds and large institutions have $51.6B invested in iShares Core MSCI EAFE ETF in 2020 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 460 increasing their positions, 405 reducing their positions, and 164 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,042
Holders Change
-77
Holders Change %
-6.88%
% of All Funds
23.02%
Holding in Top 10
249
Holding in Top 10 Change
-22
Holding in Top 10 Change %
-8.12%
% of All Funds
5.5%
New
97
Increased
460
Reduced
405
Closed
164
Calls
$1.07M
Puts
$2.09M
Net Calls
-$1.01M
Net Calls Change
-$1.12M
Name Holding Trade Value Shares
Change
Shares
Change %
RWP
626
RWA Wealth Partners
Massachusetts
$1.15M -$9.66M -193,542 -89%
PWP
627
Personal Wealth Partners
Minnesota
$1.14M -$444K -8,895 -28%
VWA
628
V Wealth Advisors
Kansas
$1.14M +$191K +3,826 +20%
KFGK
629
Keystone Financial Group (Kentucky)
Kentucky
$1.13M +$139K +2,794 +14%
SFG
630
SevenBridge Financial Group
Pennsylvania
$1.13M -$93.7K -1,878 -8%
I2I
631
Insight 2811 Inc
Illinois
$1.12M -$26.4K -529 -2%
CAG
632
Csenge Advisory Group
Florida
$1.12M +$120K +2,397 +12%
SFG
633
StrategIQ Financial Group
Indiana
$1.1M +$399 +8 +0%
KWMG
634
King Wealth Management Group
Florida
$1.08M -$395K -7,919 -27%
HB
635
Homrich & Berg
Georgia
$1.08M +$89.8K +1,801 +9%
BIA
636
Bigelow Investment Advisors
Maine
$1.07M -$61K -1,223 -5%
PP
637
PrairieView Partners
Minnesota
$1.07M -$307K -6,160 -22%
HR
638
Howe & Rusling
New York
$1.07M +$96.9K +1,942 +10%
PCG
639
Private Capital Group
Connecticut
$1.07M +$359K +7,186 +51%
HHRDM
640
H&H Retirement Design & Management
Nevada
$1.05M +$1.05M +21,083 New
WJWM
641
Williams Jones Wealth Management
New York
$1.05M -$5.61M -112,323 -84%
BDF
642
Black Diamond Financial
Maryland
$1.04M +$633K +12,686 +155%
GL
643
Graypoint LLC
New York
$1.04M +$1.04M +20,857 New
SVWAG
644
Sound View Wealth Advisors Group
Georgia
$1.04M -$333K -6,679 -24%
SAM
645
Strategy Asset Managers
California
$1.03M +$638K +12,803 +165%
9WM
646
9258 Wealth Management
Ohio
$1.02M +$44.6K +853 +5%
ANTB
647
AMG National Trust Bank
Colorado
$1.02M +$432K +8,660 +74%
RHBC
648
R.H. Bluestein & Co
Michigan
$1.01M -$158K -3,171 -14%
PA
649
PFG Advisors
Arizona
$1.01M -$661K -12,896 -40%
EPP
650
ETF Portfolio Partners
Kansas
$999K -$13K -261 -1%