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iShares Core MSCI EAFE ETF
IEFA

Overview Fund Activity

892 hedge funds and large institutions have $42.1B invested in iShares Core MSCI EAFE ETF in 2018 Q4 according to their latest regulatory filings, with 212 funds opening new positions, 370 increasing their positions, 249 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
892
Holders Change
+136
Holders Change %
+17.99%
% of All Funds
19.91%
Holding in Top 10
196
Holding in Top 10 Change
+30
Holding in Top 10 Change %
+18.07%
% of All Funds
4.37%
New
212
Increased
370
Reduced
249
Closed
68
Calls
$1.9M
Puts
$605K
Net Calls
+$1.3M
Net Calls Change
-$1.22M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$388M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$334M
3
SIM
Strategic Investment Management
Virginia
+$329M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$195M
5
TF
TIAA FSB
Florida
+$168M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$1.29B
2
AC
Allstate Corporation
Illinois
-$447M
3
Bank of America
Bank of America
North Carolina
-$390M
4
BlackRock
BlackRock
New York
-$356M
5
CWM
Cornerstone Wealth Management
Missouri
-$155M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
226
Cresset Asset Management
Illinois
$9.11M +$9.11M +165,550 New
NEGWA
227
New England Guild Wealth Advisors
Connecticut
$9M +$5.47M +99,457 +155%
GRP
228
Global Retirement Partners
California
$8.88M -$1.75M -31,761 -16%
Rockefeller Capital Management
229
Rockefeller Capital Management
New York
$8.83M +$6.98M +126,911 +377%
FFBTD
230
First Financial Bank - Trust Division
Ohio
$8.83M +$1.48M +26,893 +20%
PFA
231
Pure Financial Advisors
California
$8.77M +$2.38M +43,362 +37%
GC
232
Grimes & Company
Massachusetts
$8.68M -$13M -236,393 -60%
IWP
233
Icon Wealth Partners
Texas
$8.53M +$2.82M +51,308 +49%
LWMT
234
Legacy Wealth Management (Tennessee)
Tennessee
$8.44M +$8.44M +153,494 New
FC
235
Ferris Capital
Massachusetts
$8.42M +$8.42M +153,000 New
CWM
236
Calamos Wealth Management
Illinois
$8.41M -$5.22M -94,848 -38%
GPA
237
Guidance Point Advisors
Massachusetts
$8.33M +$8.33M +169,737 New
HFS
238
HL Financial Services
Kentucky
$8.31M +$4.98M +90,635 +150%
OCG
239
Opus Capital Group
Ohio
$8.26M +$1.34M +24,423 +19%
JA
240
JVL Associates
Michigan
$8.22M -$2.47M -44,846 -23%
AWM
241
Avondale Wealth Management
Texas
$8.18M +$6.31M +114,756 +338%
QIM
242
Quantitative Investment Management
Virginia
$8.11M -$31.6M -575,000 -80%
FLPIM
243
F.L. Putnam Investment Management
Massachusetts
$7.91M +$4.52M +82,148 +133%
MIAN
244
Mariner Independent Advisor Network
Kansas
$7.85M +$7.85M +138,145 New
ASN
245
Advisory Services Network
Georgia
$7.82M +$2.11M +38,290 +37%
FWM
246
Fairhaven Wealth Management
Illinois
$7.77M +$7.77M +141,307 New
CAPTRUST Financial Advisors
247
CAPTRUST Financial Advisors
North Carolina
$7.75M +$7.26M +131,942 +1,473%
Allianz Asset Management
248
Allianz Asset Management
Germany
$7.74M +$2.07M +37,547 +36%
LC
249
LCNB Corp
Ohio
$7.74M +$166K +3,017 +2%
SWP
250
Stratos Wealth Partners
Ohio
$7.73M -$4.51M -82,006 -37%
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