IEFA icon

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 %
NF
1126
Nikulski Financial
Iowa
– -$218K -4,377 Closed
FA
1127
Fortis Advisors
Pennsylvania
– -$216K -4,339 Closed
HC
1128
HNP Capital
New York
– -$217K -4,319 Closed
EWA
1129
EP Wealth Advisors
California
– -$204K -4,096 Closed
JIC
1130
Joel Isaacson & Co
New York
– -$204K -4,085 Closed
NB
1131
Nicolet Bankshares
Wisconsin
– -$203K -4,075 Closed
AFAS
1132
Acorn Financial Advisory Services
Virginia
– -$203K -4,075 Closed
GSWM
1133
Golden State Wealth Management
California
– -$157K -3,147 Closed
ACM
1134
AUA Capital Management
Pennsylvania
– -$150K -3,000 Closed
MCM
1135
MV Capital Management
Maryland
– -$126K -2,527 Closed
PAI
1136
Pittenger & Anderson Inc
Nebraska
– -$77K -1,553 Closed
FM
1137
Family Management
New York
– -$76K -1,517 Closed
FGAM
1138
Financial Gravity Asset Management
Texas
– -$55.2K -1,390 Closed
NEIRG
1139
New England Investment & Retirement Group
Massachusetts
– -$60K -1,206 Closed
QAM
1140
QCI Asset Management
New York
– -$50K -998 Closed
SL
1141
Salomon & Ludwin
Virginia
– -$45K -894 Closed
EWM
1142
EPG Wealth Management
Georgia
– -$45K -894 Closed
PO
1143
Private Ocean
California
– -$42K -857 Closed
DOA
1144
D'Orazio & Associates
Virginia
– -$40K -800 Closed
CA
1145
Centerpoint Advisors
Massachusetts
– -$35K -694 Closed
CCM
1146
Cribstone Capital Management
Maine
– -$32K -650 Closed
1IA
1147
1834 Investment Advisors
Wisconsin
– -$31K -622 Closed
DWM
1148
Darwin Wealth Management
Florida
– -$30K -619 Closed
TCOV
1149
Trust Company of Vermont
Vermont
– -$20K -393 Closed
CAN
1150
Claraphi Advisory Network
United States
– -$14K -271 Closed
43 44 45
46
47