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 %
MWM
876
MorganRosel Wealth Management
Colorado
$293K -$15.7K -275 -5%
TA
877
TCG Advisors
Texas
$292K +$292K +5,103 New
ACM
878
Argent Capital Management
Missouri
$291K +$291K +5,092 New
PAS
879
Partnervest Advisory Services
California
$290K -$27.9K -488 -9%
MFW
880
Mosaic Family Wealth
Missouri
$287K -$374K -6,538 -57%
LG
881
Leuthold Group
Minnesota
$284K
HWM
882
HighMark Wealth Management
Minnesota
$284K +$1.22K +21 +0.4%
PWPS
883
Pinnacle Wealth Planning Services
Ohio
$280K -$303K -5,302 -52%
LWP
884
Legacy Wealth Planning
Nevada
$280K -$94.7K -1,657 -25%
CDIA
885
Capital Directions Investment Advisors
Georgia
$280K -$23.6K -413 -8%
SSB
886
Sandy Spring Bank
Maryland
$280K -$5.36K -94 -2%
PWM
887
PBMares Wealth Management
Virginia
$277K -$75.9K -1,330 -22%
GA
888
Geller Advisors
New York
$277K -$33.7K -589 -11%
MCM
889
Mitchell Capital Management
Kansas
$276K
CPSC
890
Carl P. Sherr & Co
Massachusetts
$276K +$3.71K +65 +1%
C
891
Certuity
Florida
$274K +$274K +4,788 New
AAMC
892
Asset Allocation & Management Company
Illinois
$272K -$698K -12,223 -72%
FAM
893
Formidable Asset Management
Ohio
$272K +$272K +4,621 New
RP
894
Rowlandmiller & Partners
Georgia
$272K
RW
895
RVW Wealth
California
$269K -$218K -3,811 -45%
VAG
896
VisionPoint Advisory Group
Texas
$269K +$269K +4,516 New
NGA
897
Naples Global Advisors
Florida
$267K -$101K -1,770 -27%
BOTW
898
Bank of the West
California
$261K -$181K -3,169 -41%
RCM
899
Radnor Capital Management
Pennsylvania
$258K
TWM
900
Tolleson Wealth Management
Texas
$258K