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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 %
GT
826
Glenview Trust
Kentucky
$384K -$1.72M -29,979 -82%
MAS
827
Madden Advisory Services
Florida
$384K +$79.3K +1,390 +26%
DWM
828
Dakota Wealth Management
Florida
$381K +$3.15K +55 +0.8%
BHIA
829
Birch Hill Investment Advisors
Massachusetts
$379K -$6.06K -106 -2%
TAM
830
Townsend Asset Management
North Carolina
$379K +$7.78K +136 +2%
IC
831
Inscription Capital
Texas
$378K – – –
GKWIM
832
Gerber Kawasaki Wealth & Investment Management
California
$375K -$524K -9,183 -58%
OFG
833
OmniStar Financial Group
North Carolina
$374K -$627K -10,978 -63%
MAM
834
Madison Asset Management
Wisconsin
$374K – – –
SC
835
Stolper & Co
Oklahoma
$373K – – –
LC
836
Lincoln Capital
Nebraska
$373K +$373K +6,526 New
AWM
837
Alterna Wealth Management
Texas
$372K -$144K -2,524 -28%
RC
838
Rovin Capital
Arizona
$371K -$13.3K -233 -3%
GPC
839
Garrison Point Capital
California
$371K +$371K +6,487 New
AAS
840
Annex Advisory Services
Wisconsin
$371K +$371K +6,492 New
GA
841
GFS Advisors
Texas
$369K +$369K +6,450 New
LFG
842
Larson Financial Group
Missouri
$368K -$85.2K -1,491 -19%
9WM
843
9258 Wealth Management
Ohio
$366K -$752K -13,165 -67%
SWM
844
SeaCrest Wealth Management
New York
$365K -$22.8K -399 -6%
APWM
845
Atlas Private Wealth Management
New York
$363K -$17K -297 -4%
BW
846
Bison Wealth
Georgia
$354K -$483K -8,454 -58%
EWM
847
Empirical Wealth Management
Washington
$352K -$127K -2,225 -27%
AOWM
848
Alpha Omega Wealth Management
Virginia
$350K – – –
FNC
849
First National Corp
Massachusetts
$350K +$28.2K +493 +9%
FSWA
850
Financial Synergies Wealth Advisors
Texas
$348K +$348K +6,091 New
32 33
34
35 36