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iShares Core MSCI EAFE ETF
IEFA

Overview Fund Activity

920 hedge funds and large institutions have $48.6B invested in iShares Core MSCI EAFE ETF in 2019 Q1 according to their latest regulatory filings, with 94 funds opening new positions, 403 increasing their positions, 334 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
920
Holders Change
+28
Holders Change %
+3.14%
% of All Funds
19.94%
Holding in Top 10
200
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+2.04%
% of All Funds
4.34%
New
94
Increased
403
Reduced
334
Closed
55
Calls
$11.7M
Puts
$9.24M
Net Calls
+$2.48M
Net Calls Change
+$1.18M

Top Buyers

1
Jones Financial Companies
Jones Financial Companies
Missouri
+$1.68B
2
TF
TIAA FSB
Florida
+$1.38B
3
RJA
Raymond James & Associates
Florida
+$197M
4
UBS Group
UBS Group
Switzerland
+$186M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$182M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$1.59B
2
SIM
Strategic Investment Management
Virginia
-$378M
3
USAA
United Services Automobile Association
Texas
-$284M
4
HSBC Holdings
HSBC Holdings
United Kingdom
-$180M
5
LMGAM
Liberty Mutual Group Asset Management
Massachusetts
-$145M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWM
301
Baystate Wealth Management
Massachusetts
$6.42M +$1.06M +17,075 +20%
WB
302
Webster Bank
Connecticut
$6.4M +$91.9K +1,512 +1%
FMW
303
Farr Miller & Washington
District of Columbia
$6.4M +$361K +5,937 +6%
SHJ
304
Sharkey, Howes & Javer
Colorado
$6.3M +$5.42M +89,144 +613%
LWA
305
Lowe Wealth Advisors
Maryland
$6.29M -$182 -3 -0%
ACM
306
Armbruster Capital Management
New York
$6.21M +$635K +10,450 +11%
State of Tennessee, Department of Treasury
307
State of Tennessee, Department of Treasury
Tennessee
$6.2M – – –
IA
308
IndexIQ Advisors
New York
$6.2M +$1.6M +26,304 +35%
CCM
309
Condor Capital Management
New Jersey
$6.18M +$1.95M +32,044 +46%
AIM
310
Allen Investment Management
New York
$6.11M -$678K -11,160 -10%
EW
311
Emerson Wealth
Michigan
$6.09M -$832K -13,695 -12%
EWM
312
Endurance Wealth Management
Rhode Island
$6.03M +$6.03M +99,290 New
PAMG
313
Patton Albertson Miller Group
Tennessee
$6.01M -$826K -13,587 -12%
5L
314
55I LLC
Massachusetts
$5.97M +$2.86M +47,124 +92%
DCM
315
DeGreen Capital Management
Arizona
$5.91M +$1.25M +20,643 +27%
BWFA
316
Baltimore-Washington Financial Advisors
Maryland
$5.86M -$15.8K -260 -0.3%
NCM
317
Next Capital Management
New York
$5.85M +$710K +11,686 +14%
BCP
318
Blue Chip Partners
Michigan
$5.84M +$98.9K +1,627 +2%
IFAM
319
Institutional & Family Asset Management
Colorado
$5.83M -$107K -1,766 -2%
TF
320
Tompkins Financial
New York
$5.81M +$565K +9,301 +11%
FTS
321
Fifth Third Securities
Ohio
$5.79M -$81.5K -1,350 -1%
PFM
322
Parsec Financial Management
North Carolina
$5.74M +$62.6K +1,030 +1%
AF
323
Advisornet Financial
Minnesota
$5.68M +$316K +5,197 +6%
HCA
324
Harbour Capital Advisors
Virginia
$5.67M +$333K +5,480 +6%
DE
325
Day & Ennis
Georgia
$5.6M +$1.1M +18,039 +24%
11 12
13
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