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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
$1.42B
2
Charles Schwab
Charles Schwab
California
$333M
3
BlackRock
BlackRock
New York
$2.32B
4
RIG
RiverFront Investment Group
Virginia
$310M
5
Betterment LLC
Betterment LLC
New York
$353M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$831M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$402M
3
Victory Capital Management
Victory Capital Management
Texas
$167M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.95B
5
RJA
Raymond James & Associates
Florida
$1.77B
Name Holding Trade Value Shares
Change 		Shares
Change %
MIA
76
MainStreet Investment Advisors
Illinois
$72.6M +$72.6M +1,270,478 New
BOS
77
Bingham Osborn & Scarborough
California
$72.4M -$1.11M -19,411 -2%
RWM
78
RKL Wealth Management
Pennsylvania
$72.3M +$5.16M +90,357 +8%
GC
79
Grimes & Company
Massachusetts
$69M +$58.5M +1,022,786 +557%
State of New Jersey Common Pension Fund D
80
State of New Jersey Common Pension Fund D
New Jersey
$68.6M – – –
CNHF
81
Conrad N. Hilton Foundation
California
$66.2M -$66.7M -1,166,775 -50%
APCM
82
Alaska Permanent Capital Management
Alaska
$61.2M -$11M -192,333 -15%
PAS
83
Park Avenue Securities
New York
$59.7M -$89M -1,556,338 -60%
BL
84
Balentine LLC
Georgia
$55.3M +$2.98M +52,168 +6%
BB
85
Bell Bank
North Dakota
$55.3M +$839K +14,676 +2%
UB
86
UMB Bank
Missouri
$52.7M +$23.1M +404,027 +78%
MWM
87
Mission Wealth Management
California
$52.5M +$8.83M +154,462 +20%
FFBTD
88
First Financial Bank - Trust Division
Ohio
$52M +$3.82M +66,819 +8%
MML Investors Services
89
MML Investors Services
Massachusetts
$51.9M -$21.9M -383,464 -30%
VC
90
Vicus Capital
Pennsylvania
$51.7M -$4.2M -73,556 -8%
CW
91
Cabot-Wellington
Massachusetts
$51.3M +$599K +10,478 +1%
HHGA
92
Halbert Hargrove Global Advisors
California
$51.1M +$2.1M +36,665 +4%
Mackenzie Financial
93
Mackenzie Financial
Ontario, Canada
$50.6M -$591K -10,333 -1%
AWC
94
Abundance Wealth Counselors
Pennsylvania
$50.2M -$16.3M -285,777 -25%
B
95
Bailard
California
$50.1M +$41.8M +730,711 +499%
FLPIM
96
F.L. Putnam Investment Management
Massachusetts
$50.1M +$10.2M +178,070 +25%
QI
97
QS Investors
New York
$49.9M +$1.46M +25,599 +3%
LWA
98
Lenox Wealth Advisors
New York
$49.1M +$560K +9,790 +1%
RI
99
RPTC Inc
Wyoming
$49M +$460K +8,039 +0.9%
FDCC
100
Foster Dykema Cabot & Co
Massachusetts
$48.4M -$658K -11,505 -1%
2 3
4
5 6