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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 %
CHA
1051
Carmichael Hill & Associates
Maryland
$6K – – –
SFA
1052
Stewardship Financial Advisors
Georgia
$5K -$4.04K -76 -45%
AW
1053
Avion Wealth
Texas
$5K – – –
CG
1054
Cutler Group
California
$5K +$5K +100 New
LAS
1055
Lloyd Advisory Services
Georgia
$4K +$63 +1 +2%
FCAS
1056
First Command Advisory Services
Texas
$3K – – –
JWM
1057
Janiczek Wealth Management
Colorado
$3K – – –
GWS
1058
Glassman Wealth Services
Virginia
$3K – – –
EWM
1059
Edge Wealth Management
New York
$2K -$437K -7,643 -100%
RFA
1060
Reilly Financial Advisors
California
$2K – – –
PWMG
1061
Prestige Wealth Management Group
New Jersey
$2K – – –
RCA
1062
Rowland Carmichael Advisors
Arizona
$2K +$2K +33 New
WR
1063
Watson Rebecca
$2K +$2K +41 New
SIS
1064
Sound Income Strategies
Florida
$1K – – –
FMB
1065
Field & Main Bank
Kentucky
$1K +$1K +15 New
WA
1066
WestEnd Advisors
North Carolina
$800 – – –
FCH
1067
Freestone Capital Holdings
Washington
$636 +$636 +11,119 New
JG
1068
Jefferies Group
New York
$275 -$42 -730 -13%
DS
1069
DRW Securities
Illinois
– -$42.9M -859,768 Closed
UBS AM
1070
UBS AM
Illinois
– -$25.3M -507,000 Closed
CWM
1071
Connecticut Wealth Management
Connecticut
– -$21.6M -433,817 Closed
State of Wisconsin Investment Board
1072
State of Wisconsin Investment Board
Wisconsin
– -$14.2M -284,480 Closed
SW
1073
SteelPeak Wealth
California
– -$11.7M -234,642 Closed
HF
1074
HRT Financial
New York
– -$7.36M -147,465 Closed
BAC
1075
Boys Arnold & Co
North Carolina
– -$6.62M -132,709 Closed
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