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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 %
GCM
1101
Gibraltar Capital Management
Oklahoma
– -$629K -12,604 Closed
CCT
1102
Capital City Trust
Florida
– -$598 -11,979 Closed
MWM
1103
MinichMacGregor Wealth Management
New York
– -$590K -11,649 Closed
DY
1104
Dowling & Yahnke
California
– -$516K -10,342 Closed
SDWMA
1105
Schneider Downs Wealth Management Advisors
Pennsylvania
– -$472K -9,458 Closed
TCA
1106
Transcend Capital Advisors
New Jersey
– -$464K -9,293 Closed
SFA
1107
Sequoia Financial Advisors
Ohio
– -$455K -9,113 Closed
SW
1108
StrongBox Wealth
Missouri
– -$443K -8,888 Closed
G
1109
GenTrust
Florida
– -$399K -8,002 Closed
PMG
1110
ProVise Management Group
Florida
– -$355K -7,120 Closed
BII
1111
Bainco International Investors
Massachusetts
– -$339K -6,800 Closed
PCS
1112
Personal CFO Solutions
New Jersey
– -$338K -6,776 Closed
TP
1113
Tranquility Partners
Tennessee
– -$329K -6,602 Closed
SI
1114
Stephens Inc
Arkansas
– -$325K -6,514 Closed
HIMCH
1115
Hartford Investment Management Co (HIMCO)
Connecticut
– -$305K -6,120 Closed
WFA
1116
Wellspring Financial Advisors
Ohio
– -$301K -6,031 Closed
QFA
1117
Quattro Financial Advisors
Texas
– -$238K -5,814 Closed
KCM
1118
Kornitzer Capital Management
Kansas
– -$269K -5,399 Closed
CT
1119
Cambridge Trust
Massachusetts
– -$257K -5,155 Closed
HL
1120
HeadInvest LLC
Maine
– -$248K -4,968 Closed
BJL
1121
Brighton Jones LLC
Washington
– -$243K -4,878 Closed
PD
1122
Planning Directions
Pennsylvania
– -$243K -4,875 Closed
PWA
1123
Peterson Wealth Advisors
Utah
– -$235K -4,712 Closed
CBT
1124
Capital Bank & Trust
California
– -$234K -4,695 Closed
DFG
1125
Demars Financial Group
Washington
– -$226K -4,536 Closed
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