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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 %
DIA
251
Davidson Investment Advisors
Montana
$12.9M +$725K +11,110 +6%
IA
252
IndexIQ Advisors
New York
$12.8M +$6.68M +102,322 +109%
CFIA
253
Cantor Fitzgerald Investment Advisors
New York
$12.7M -$87.1K -1,335 -0.7%
MWM
254
Merriman Wealth Management
Washington
$12.5M -$578K -8,853 -4%
CA
255
Capital Advantage
California
$12.2M -$12.5M -191,213 -51%
BRWA
256
B. Riley Wealth Advisors
Florida
$12.2M +$3.22M +49,312 +36%
AIM
257
Acropolis Investment Management
Missouri
$12.2M +$25K +383 +0.2%
WPA
258
West Paces Advisors
Georgia
$12.2M +$501K +7,685 +4%
IOOF
259
Independent Order of Foresters
Ontario, Canada
$12.1M – – –
Macquarie Group
260
Macquarie Group
Australia
$12.1M +$12.1M +185,075 New
WT
261
Washington Trust
Rhode Island
$12.1M +$3.53M +54,089 +41%
SCA
262
Snowden Capital Advisors
New York
$11.7M -$371K -5,691 -3%
MA
263
Mutual Advisors
Nebraska
$11.7M +$8.24M +126,238 +237%
PFG
264
PAX Financial Group
Texas
$11.7M +$11.7M +181,208 New
FPCP
265
Fort Point Capital Partners
California
$11.6M +$10.2K +156 +0.1%
IC
266
IEQ Capital
California
$11.6M +$11.6M +177,439 New
OCG
267
Opus Capital Group
Ohio
$11.6M +$87.7K +1,344 +0.8%
LP
268
LGL Partners
Pennsylvania
$11.5M +$717K +10,983 +7%
UOC
269
University of Chicago
Illinois
$11.4M -$22.1M -339,167 -66%
MCM
270
MV Capital Management
Maryland
$11.4M +$161K +2,475 +1%
CS
271
Comerica Securities
Michigan
$11.4M +$450K +6,900 +4%
VOYA Investment Management
272
VOYA Investment Management
Georgia
$11.3M +$11.3M +172,838 New
GFS
273
GYL Financial Synergies
Connecticut
$11.3M +$6.25M +95,752 +124%
MW
274
Marcum Wealth
Ohio
$11.2M +$11.2M +172,224 New
SSWG
275
Seven Springs Wealth Group
Tennessee
$11.1M +$11.1M +170,595 New
9 10
11
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