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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 %
HIMC
276
Heritage Investors Management Corp
Maryland
$11.1M -$522 -8 -0%
SFO
277
Stokes Family Office
Louisiana
$11.1M +$11.1M +169,634 New
LSAG
278
Lake Street Advisors Group
New Hampshire
$11.1M +$1.04M +15,920 +10%
LC
279
LCNB Corp
Ohio
$11M -$110K -1,682 -1%
IWA
280
Independence Wealth Advisors
Virginia
$11M +$519K +7,960 +5%
SHIM
281
Stone House Investment Management
Pennsylvania
$10.9M -$91.7K -1,405 -0.8%
SIM
282
Stratos Investment Management
Ohio
$10.9M +$1.22M +18,632 +13%
SRC
283
Sage Rhino Capital
California
$10.8M -$913 -14 -0%
ST
284
Spinnaker Trust
Maine
$10.8M -$48.4M -741,319 -82%
RPC
285
Rossmore Private Capital
Connecticut
$10.6M -$483K -7,397 -4%
FWM
286
Fairhaven Wealth Management
Illinois
$10.6M +$172K +2,629 +2%
CMO
287
Covenant Multifamily Offices
Texas
$10.4M +$2.86M +43,903 +38%
TVAMP
288
Tennessee Valley Asset Management Partners
Tennessee
$10.4M +$970K +14,863 +10%
HT
289
Hefren-Tillotson
Pennsylvania
$10.4M -$21.3K -326 -0.2%
MCM
290
Monument Capital Management
Virginia
$10.3M +$131K +2,004 +1%
SW
291
SVB Wealth
Massachusetts
$10.3M +$714K +10,944 +7%
CWM
292
Cranbrook Wealth Management
Michigan
$10.1M +$164K +2,508 +2%
GPA
293
Guidance Point Advisors
Massachusetts
$10.1M +$363K +5,560 +4%
MPW
294
MA Private Wealth
California
$9.91M +$2.24M +34,390 +29%
SWM
295
Sugarloaf Wealth Management
Georgia
$9.84M +$9.84M +150,755 New
NEGWA
296
New England Guild Wealth Advisors
Connecticut
$9.72M +$4.83K +74 +0%
B
297
Bailard
California
$9.72M +$47K +720 +0.5%
MBT
298
Montecito Bank & Trust
California
$9.66M +$2.85M +43,634 +42%
CB
299
Commerce Bank
Missouri
$9.46M +$144K +2,213 +2%
AA
300
Argent Advisors
Louisiana
$9.37M +$9.37M +143,491 New
10 11
12
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