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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 %
RGC
751
Roberts, Glore & Co
Illinois
$629K -$144K -2,519 -19%
FHC
752
First Heartland Consultants
Missouri
$628K -$244K -4,263 -28%
LWANC
753
Laurel Wealth Advisors (North Carolina)
North Carolina
$627K +$28.4K +497 +5%
VA
754
Valmark Advisers
Ohio
$598K +$21.2K +371 +4%
PPW
755
Parcion Private Wealth
Washington
$597K -$6.87M -116,394 -92%
Kovitz Investment Group Partners
756
Kovitz Investment Group Partners
Illinois
$594K -$7.32K -128 -1%
QCMC
757
Quantum Capital Management (California)
California
$593K -$373K -6,519 -39%
LF
758
Lantz Financial
Illinois
$591K +$32.2K +561 +6%
Lido Advisors
759
Lido Advisors
California
$590K -$415K -7,268 -41%
CFA
760
Carroll Financial Associates
North Carolina
$588K -$165K -2,894 -22%
VCA
761
Verdence Capital Advisors
Maryland
$586K -$21.2K -370 -3%
TA
762
Tiedemann Advisors
New York
$581K -$1.24M -21,697 -68%
CFB
763
Cullen/Frost Bankers
Texas
$581K +$50.9K +891 +10%
RPGK
764
Retirement Planning Group (Kansas)
Kansas
$580K +$580K +10,140 New
IBOK
765
Independence Bank of Kentucky
Kentucky
$573K – – –
CMBA
766
C.M. Bidwell & Associates
Hawaii
$570K +$107K +1,877 +23%
HWA
767
Hilltop Wealth Advisors
North Carolina
$566K -$17K -298 -3%
SLT
768
St Louis Trust
Missouri
$544K -$505K -8,840 -48%
FWIA
769
Fort Washington Investment Advisors
Ohio
$530K -$80.8K -1,414 -13%
CCMD
770
Cypress Capital Management (Delaware)
Delaware
$528K -$206K -3,600 -28%
AC
771
Apella Capital
Connecticut
$527K +$527K +9,226 New
RIA
772
Realta Investment Advisors
Delaware
$513K +$150K +2,617 +41%
OWA
773
One Wealth Advisors
California
$509K -$907K -15,865 -64%
CFS
774
CRA Financial Services
New Jersey
$506K -$12.7K -222 -2%
KWA
775
KCS Wealth Advisory
California
$498K -$14K -244 -3%
29 30
31
32 33