IEFA icon

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 %
GG
301
Gofen & Glossberg
Illinois
$9.26M -$77.7K -1,191 -0.8%
BAC
302
Boys Arnold & Co
North Carolina
$9.14M +$336K +5,145 +4%
QCG
303
Quadrant Capital Group
Ohio
$9.05M +$4.24M +65,600 +88%
IC
304
InterOcean Capital
Illinois
$9.05M +$284K +4,356 +3%
RPWA
305
Regent Peak Wealth Advisors
Georgia
$8.86M +$8.86M +135,860 New
IL
306
Investure LLC
Virginia
$8.81M +$6.1M +93,521 +225%
ASN
307
Advisory Services Network
Georgia
$8.8M -$576K -8,829 -6%
HIM
308
Hanlon Investment Management
New Jersey
$8.78M +$1.45M +22,282 +20%
WJWM
309
Williams Jones Wealth Management
New York
$8.7M -$909K -13,933 -9%
PCWA
310
Pacific Capital Wealth Advisors
California
$8.7M +$8.7M +133,319 New
CJA
311
C-J Advisory
California
$8.67M +$1.21M +18,569 +16%
BWM
312
Brickley Wealth Management
California
$8.55M +$1.37M +21,050 +19%
PA
313
Planning Alternatives
Michigan
$8.51M +$563K +8,628 +7%
SIC
314
Sigma Investment Counselors
Michigan
$8.42M -$196K -3,008 -2%
PFP
315
Pinnacle Financial Partners
Tennessee
$8.31M +$110K +1,679 +1%
AWM
316
Aprio Wealth Management
Georgia
$8.3M +$8.3M +127,224 New
DL
317
DOHJ LLC
Washington
$8.24M +$8.24M +126,240 New
ONB
318
Old National Bancorp
Indiana
$8.07M -$72K -1,103 -0.9%
IFAM
319
Institutional & Family Asset Management
Colorado
$8.02M +$117K +1,788 +1%
ACM
320
Armbruster Capital Management
New York
$8.01M +$967K +14,830 +14%
SHJ
321
Sharkey, Howes & Javer
Colorado
$7.99M -$93.3K -1,430 -1%
SWP
322
Summit Wealth Partners
Florida
$7.97M +$7.97M +122,126 New
FAIM
323
Financial Advocates Investment Management
Washington
$7.96M +$2.45M +37,624 +45%
CFO
324
CVA Family Office
Colorado
$7.96M +$7.96M +121,954 New
HCA
325
Harbour Capital Advisors
Virginia
$7.95M +$846K +12,965 +12%
11 12
13
14 15