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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 %
Financial Engines Advisors
176
Financial Engines Advisors
California
$20.1M -$8.62M -150,873 -30%
A
177
AdvicePeriod
California
$19.9M -$939K -16,425 -5%
CB
178
Commerce Bank
Missouri
$19.8M +$11.4M +198,889 +135%
W
179
Wealthquest
Ohio
$19.8M +$19.8M +345,614 New
BBNA
180
Bremer Bank National Association
Minnesota
$19.4M -$1.3M -22,786 -6%
CWM
181
Cranbrook Wealth Management
Michigan
$19.4M +$7.44M +130,227 +62%
IA
182
IndexIQ Advisors
New York
$19.2M +$16.1M +281,092 +506%
WP
183
WealthSource Partners
California
$19M -$24.6M -430,595 -56%
FAAS
184
First Allied Advisory Services
California
$18.7M -$329K -5,748 -2%
WT
185
Whittier Trust
California
$18.7M -$1.26M -21,993 -6%
NAM
186
North American Management
Massachusetts
$18.6M -$1.11M -19,361 -6%
BWM
187
Brickley Wealth Management
California
$18.4M +$9.75M +170,647 +113%
FLA
188
Financial Life Advisors
Texas
$18.1M -$348K -6,092 -2%
NA
189
NewEdge Advisors
Louisiana
$18M +$2.24M +39,211 +14%
BFM
190
Broadview Financial Management
Wisconsin
$17.8M -$457K -7,992 -2%
TF
191
Trek Financial
Arizona
$17.8M +$3.12M +54,518 +21%
MA
192
MUFG Americas
New York
$17.7M -$9.1M -159,154 -34%
AIM
193
Acropolis Investment Management
Missouri
$17.5M +$740K +12,943 +4%
COF
194
Capital One Financial
Virginia
$17.4M -$2.82M -49,340 -14%
RJT
195
Raymond James Trust
Florida
$17.3M -$5.33M -93,181 -24%
Fiera Capital (Canada)
196
Fiera Capital (Canada)
Quebec, Canada
$17.2M +$2.8M +48,952 +19%
BC
197
Brinker Capital
Pennsylvania
$17.1M -$172K -3,010 -1%
FNBTCON
198
First National Bank & Trust Co of Newtown
Pennsylvania
$16.9M -$65.4K -1,145 -0.4%
PAG
199
Private Advisor Group
New Jersey
$16.5M -$14.7M -257,526 -47%
PWA
200
Physician Wealth Advisors
Utah
$16.5M +$2.52M +41,842 +18%
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