IEFA icon

iShares Core MSCI EAFE ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
MOACM
51
Mutual of America Capital Management
New York
$119M +$3.9M +68,210 +3%
Bank of Montreal
52
Bank of Montreal
Ontario, Canada
$118M -$48.1M -830,886 -29%
Commonwealth Equity Services
53
Commonwealth Equity Services
Massachusetts
$118M -$17.2M -300,278 -13%
GT
54
Greenleaf Trust
Michigan
$114M +$28.9M +505,228 +34%
HTC
55
Haverford Trust Company
Pennsylvania
$109M -$1.79M -31,255 -2%
Baird Financial Group
56
Baird Financial Group
Wisconsin
$109M -$18.4M -322,486 -14%
PCIG
57
Partners Capital Investment Group
Massachusetts
$104M -$32M -559,005 -24%
Neuberger Berman Group
58
Neuberger Berman Group
New York
$103M +$1.71M +29,864 +2%
Janney Montgomery Scott
59
Janney Montgomery Scott
Pennsylvania
$101M -$51.3M -897,984 -34%
MMI
60
Matson Money Inc
Ohio
$101M +$3.39M +59,221 +3%
AWM
61
Altium Wealth Management
New York
$100M -$1.27M -22,279 -1%
CCWA
62
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$97.3M +$97.3M +1,701,627 New
HCC
63
Hirtle Callaghan & Co
Pennsylvania
$94M +$92M +1,609,286 +4,495%
WHG
64
Westwood Holdings Group
Texas
$93.6M -$4.98M -87,146 -5%
HighTower Advisors
65
HighTower Advisors
Illinois
$89.4M +$30M +524,334 +50%
AAS
66
Avantax Advisory Services
Texas
$88.8M +$3.38M +59,187 +4%
JCM
67
Janney Capital Management
Pennsylvania
$86.2M -$25.9M -453,401 -23%
FHB
68
First Hawaiian Bank
Hawaii
$84.3M +$4.02M +70,359 +5%
SIM
69
Strategic Investment Management
Virginia
$84.2M -$20.6M -359,806 -20%
BP
70
Ballentine Partners
Massachusetts
$83.5M +$11M +193,244 +15%
RIG
71
Roosevelt Investment Group
New York
$83.5M -$1.42M -24,856 -2%
CFG
72
CKW Financial Group
Hawaii
$80.7M +$28.5M +496,194 +55%
USAA
73
United Services Automobile Association
Texas
$80.6M -$398M -6,695,850 -83%
TI
74
Truepoint Inc
Ohio
$78.4M +$1.92M +33,676 +3%
AC
75
Allstate Corporation
Illinois
$74.9M -$3.4M -59,481 -4%