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iShares Core MSCI EAFE ETF
IEFA

Overview Fund Activity

1,119 hedge funds and large institutions have $59.6B invested in iShares Core MSCI EAFE ETF in 2019 Q4 according to their latest regulatory filings, with 224 funds opening new positions, 526 increasing their positions, 270 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,119
Holders Change
+171
Holders Change %
+18.04%
% of All Funds
22.1%
Holding in Top 10
271
Holding in Top 10 Change
+62
Holding in Top 10 Change %
+29.67%
% of All Funds
5.35%
New
224
Increased
526
Reduced
270
Closed
43
Calls
$1.69M
Puts
$1.58M
Net Calls
+$111K
Net Calls Change
-$2.66M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$966M
2
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
+$705M
3
Truist Financial
Truist Financial
North Carolina
+$435M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$210M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$150M

Top Sellers

1
M&T Bank
M&T Bank
New York
-$571M
2
BlackRock
BlackRock
New York
-$353M
3
RJA
Raymond James & Associates
Florida
-$334M
4
UBS AM
UBS AM
Illinois
-$220M
5
Wells Fargo
Wells Fargo
California
-$136M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWM
226
FFT Wealth Management
Pennsylvania
$15M +$353K +5,413 +2%
LWA
227
Lineweaver Wealth Advisors
Ohio
$15M +$15M +229,319 New
AA
228
Ancora Advisors
Ohio
$14.8M +$156K +2,385 +1%
IWP
229
Icon Wealth Partners
Texas
$14.7M -$347K -5,322 -2%
SIA
230
Sovereign Investment Advisors
Arizona
$14.6M +$14.6M +223,575 New
VC
231
Veracity Capital
Georgia
$14.4M +$14.4M +220,428 New
SPC
232
Sigma Planning Corp
Michigan
$14.2M +$1.04M +15,867 +8%
IWMA
233
Ironwood Wealth Management (Arizona)
Arizona
$14.2M +$6.9M +105,757 +94%
SWP
234
Stratos Wealth Partners
Ohio
$14.2M +$1.57M +24,037 +12%
PA
235
Probity Advisors
Texas
$14.2M +$695K +10,660 +5%
OPS
236
Orion Portfolio Solutions
Nebraska
$14.1M +$14.1M +216,758 New
RWP
237
RWA Wealth Partners
Massachusetts
$14.1M -$406K -6,224 -3%
Rafferty Asset Management
238
Rafferty Asset Management
New York
$14M -$1.22M -18,721 -8%
LL
239
LPWM LLC
Minnesota
$13.8M +$13.8M +211,407 New
WS
240
Wela Strategies
Georgia
$13.8M -$157K -2,407 -1%
AWM
241
Argent Wealth Management
Massachusetts
$13.8M +$13.8M +210,801 New
EDRIA
242
Edmonds Duncan Registered Investment Advisors
Kansas
$13.7M +$320K +4,907 +2%
LWA
243
LWS Wealth Advisors
New Jersey
$13.6M +$13.6M +208,785 New
ACA
244
Affinity Capital Advisors
California
$13.5M +$13.5M +207,254 New
TCM
245
Towercrest Capital Management
Pennsylvania
$13.4M +$301K +4,614 +2%
CCM
246
Coldstream Capital Management
Washington
$13.4M +$1.81M +27,767 +16%
AL
247
Aspiriant LLC
California
$13.3M +$67.8K +1,039 +0.5%
PFA
248
Pure Financial Advisors
California
$13.3M -$587 -9 -0%
CIC
249
Cutler Investment Counsel
Oregon
$13.1M -$255K -3,911 -2%
ATC
250
Argent Trust Co
Tennessee
$13.1M -$169K -2,585 -1%
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