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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 %
CNB
901
Camden National Bank
Maine
$257K – – –
WU
902
Wealthsimple US
New York
$257K +$257K +4,489 New
AWA
903
Arete Wealth Advisors
Illinois
$256K -$212K -3,699 -45%
WIP
904
Wellesley Investment Partners
Massachusetts
$254K -$3.71K -65 -1%
OCM
905
Oakwood Capital Management
California
$253K +$253K +4,417 New
SEIA
906
Signature Estate & Investment Advisors
California
$252K -$2.78M -48,664 -92%
CC
907
Courier Capital
New York
$251K – – –
ESB
908
Essex Savings Bank
Connecticut
$245K -$764K -13,333 -76%
ACA
909
Anchor Capital Advisors
Massachusetts
$244K -$257K -4,500 -51%
DADC
910
D.A. Davidson & Co
Montana
$243K -$2.75M -48,257 -92%
BP
911
BBR Partners
New York
$242K -$340K -5,959 -58%
SC
912
Schoolcraft Capital
Colorado
$241K +$241K +4,222 New
AP
913
Appleton Partners
Massachusetts
$241K -$28.6K -500 -11%
RMDI
914
R.M. Davis Inc
Maine
$239K -$23.2K -406 -9%
RC
915
RegentAtlantic Capital
New Jersey
$239K +$239K +4,186 New
AWP
916
Ascent Wealth Partners
New York
$238K -$572 -10 -0.2%
WFM
917
Wolff Financial Management
Michigan
$232K +$1.49K +26 +0.6%
NPA
918
Nichols & Pratt Advisers
Massachusetts
$230K – – –
CCM
919
Covington Capital Management
California
$229K +$203K +3,551 +782%
EW
920
Emerson Wealth
Michigan
$228K -$10.2K -178 -4%
LSA
921
Lion Street Advisors
Texas
$226K -$30.1K -527 -12%
NPT
922
Nixon Peabody Trust
Massachusetts
$225K +$225K +3,931 New
FHA
923
First Horizon Advisors
Tennessee
$224K -$43K -750 -16%
SAS
924
Stelac Advisory Services
New York
$223K -$78.7K -1,378 -26%
SWM
925
SVA Wealth Management
Wisconsin
$223K +$223K +3,895 New
35 36
37
38 39