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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 %
FTS
301
Fifth Third Securities
Ohio
$5.34M -$7.1M -129,123 -57%
BWFA
302
Baltimore-Washington Financial Advisors
Maryland
$5.32M -$115K -2,087 -2%
BAC
303
Boys Arnold & Co
North Carolina
$5.27M +$1.48M +26,988 +39%
BCP
304
Blue Chip Partners
Michigan
$5.2M +$5.2M +94,469 New
QCM
305
Quest Capital Management
Texas
$5.16M +$5.16M +93,773 New
PFM
306
Parsec Financial Management
North Carolina
$5.14M +$953K +17,321 +23%
RWM
307
Ritholtz Wealth Management
New York
$5.12M +$4.51M +82,031 +742%
ACM
308
Armbruster Capital Management
New York
$5.05M +$1.03M +18,755 +26%
CC
309
Chanos & Company
New York
$5.04M +$5.04M +91,689 New
HIMC
310
Heritage Investors Management Corp
Maryland
$5.04M +$243K +4,410 +5%
BWM
311
Baystate Wealth Management
Massachusetts
$5.02M +$1.8M +30,903 +56%
IWMA
312
Ironwood Wealth Management (Arizona)
Arizona
$5.01M +$784K +14,250 +19%
HHGA
313
Halbert Hargrove Global Advisors
California
$5.01M +$5.01M +91,089 New
FWM
314
FFT Wealth Management
Pennsylvania
$4.97M +$1.48M +26,975 +43%
ADL
315
Asset Dedication LLC
California
$4.96M +$801K +14,579 +19%
RIG
316
Roosevelt Investment Group
New York
$4.95M -$15.5M -282,299 -76%
BRWA
317
B. Riley Wealth Advisors
Florida
$4.95M +$2.87M +52,242 +139%
Lazard Asset Management
318
Lazard Asset Management
New York
$4.9M +$4.9M +89,010 New
VWM
319
Venturi Wealth Management
Texas
$4.86M -$10.9M -200,242 -69%
SGAM
320
Steinberg Global Asset Management
Florida
$4.86M -$637K -11,588 -12%
AF
321
Advisornet Financial
Minnesota
$4.86M +$2.24M +40,784 +86%
HCA
322
Harbour Capital Advisors
Virginia
$4.83M +$4.83M +87,752 New
VR
323
Viridian RIA
Washington
$4.79M +$4.57M +83,131 +2,101%
TF
324
Tompkins Financial
New York
$4.75M +$7.15K +130 +0.2%
BPWA
325
Beacon Pointe Wealth Advisors
California
$4.73M +$4.73M +86,034 New
11 12
13
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