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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 %
ACA
976
Atlas Capital Advisors
Wyoming
$68.3K -$20K -350 -23%
DAM
977
Delta Asset Management
Tennessee
$65K – – –
OIA
978
Optimum Investment Advisors
Illinois
$64K +$3.02K +53 +5%
RAM
979
Riggs Asset Management
Pennsylvania
$63K – – –
SA
980
SRH Advisors
Kansas
$59K – – –
C
981
Cliffwater
California
$59K – – –
NA
982
Nottingham Advisors
New York
$56.3K +$2.23K +37,714 +4%
IA
983
Independence Advisors
Pennsylvania
$54K +$54K +941 New
SWM
984
Selective Wealth Management
Virginia
$53K +$8.76K +152 +20%
GEA
985
Glen Eagle Advisors
New Jersey
$52.5K +$57 +1 +0.1%
WIM
986
Westside Investment Management
California
$51.4K -$3.23K -6,278 -6%
BC
987
Barnett & Company
Tennessee
$49K – – –
GI
988
Gradient Investments
Minnesota
$49K +$1.26K +22 +3%
FRA
989
Front Row Advisors
California
$49K +$19.9K +350 +68%
PMFA
990
Plante Moran Financial Advisors
Michigan
$48K +$31.4K +547 +190%
CIAS
991
Capital Investment Advisory Services
North Carolina
$45K -$13.4K -235 -23%
HWA
992
HHM Wealth Advisors
Tennessee
$45K +$2.47K +43 +6%
CAAS
993
Capital Asset Advisory Services
Michigan
$44K -$13.9K -231 -24%
JCM
994
Jacobi Capital Management
Pennsylvania
$43K +$13.1K +317 +44%
HS
995
Horan Securities
United States
$41K -$11K -190 -21%
SFSIG
996
San Francisco Sentry Investment Group
California
$40K – – –
TCM
997
TD Capital Management
Tennessee
$40K +$20.5K +356 +105%
FWM
998
Filbrandt Wealth Management
Wisconsin
$40K +$40K +700 New
FPB
999
First PREMIER Bank
South Dakota
$39K +$29.7K +524 +320%
GFP
1000
Gryphon Financial Partners
Ohio
$39K +$39K +689 New
38 39
40
41 42