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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 %
PFBT
926
Parkside Financial Bank & Trust
Missouri
$222K +$154K +2,703 +228%
LPT
927
Legacy Private Trust
Wisconsin
$221K +$221K +3,865 New
NIC
928
Northwest Investment Counselors
Oregon
$221K +$221K +3,873 New
VWA
929
V Wealth Advisors
Kansas
$218K -$1.08M -19,020 -83%
Principal Financial Group
930
Principal Financial Group
Iowa
$218K -$210K -3,684 -49%
WOSD
931
WFA of San Diego
California
$218K +$218K +3,317 New
LSPW
932
Lake Street Private Wealth
Illinois
$214K +$214K +3,759 New
WIC
933
Whitegate Investment Counselors
New Hampshire
$212K +$212K +3,709 New
STB
934
S&T Bank
Pennsylvania
$211K -$21.1K -369 -9%
MCCP
935
Mission Creek Capital Partners
California
$211K +$211K +3,684 New
MAG
936
Mayfair Advisory Group
Alabama
$210K +$210K +3,668 New
TFGT
937
TS Financial Group (TSFG)
Illinois
$209K -$42.4K -741 -17%
PCMC
938
Private Capital Management (Colorado)
Colorado
$208K +$208K +3,641 New
WP
939
WealthPLAN Partners
Nebraska
$207K +$207K +3,379 New
BA
940
Ballast Advisors
Minnesota
$201K -$31.9K -560 -14%
NS
941
NewDay Solutions
New Hampshire
$200K -$805K -14,061 -80%
FP
942
Financial Perspectives
Minnesota
$200K +$10.3K +180 +5%
PG
943
Proffitt & Goodson
Tennessee
$191K +$29.5K +516 +18%
SQA
944
Simon Quick Advisors
New Jersey
$187K +$20.5K +358 +12%
IRC
945
Investors Research Corp
Georgia
$186K – – –
FANJ
946
Financial Architects (New Jersey)
New Jersey
$177K +$33.3K +584 +23%
AF
947
Allworth Financial
California
$171K +$22.7K +397 +15%
CBT
948
Central Bank & Trust
Kentucky
$167K – – –
Toronto Dominion Bank
949
Toronto Dominion Bank
Ontario, Canada
$164K -$3.39K -59 -2%
TFS
950
TrustCore Financial Services
Tennessee
$164K +$63.8K +1,114 +64%
36 37
38
39 40