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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 %
MAM
326
Meeder Asset Management
Ohio
$4.72M -$18.2M -331,569 -79%
NCM
327
Next Capital Management
New York
$4.65M +$4.65M +84,591 New
APSP
328
Asset Planning Services (Pennsylvania)
Pennsylvania
$4.64M -$235K -4,274 -5%
N
329
Natixis
France
$4.62M +$4.62M +84,025 New
CFA
330
Cahill Financial Advisors
Minnesota
$4.62M -$1.07M -19,484 -19%
LSAG
331
Lake Street Advisors Group
New Hampshire
$4.58M +$4.58M +83,354 New
HFA
332
High Falls Advisors
New York
$4.56M -$15.4M -279,180 -77%
DC
333
Davenport & Co
Virginia
$4.52M +$1.3M +23,591 +40%
MPW
334
MA Private Wealth
California
$4.49M +$4.49M +81,687 New
LNC
335
Lincoln National Corp
Pennsylvania
$4.41M +$1.62M +29,411 +58%
PWAP
336
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$4.4M +$581K +10,568 +15%
ECM
337
Evergreen Capital Management
Washington
$4.38M -$894K -16,261 -17%
CFA
338
Clarfeld Financial Advisors
New York
$4.38M +$4.38M +79,674 New
LF
339
Lee Financial
Texas
$4.33M +$2.23M +40,628 +107%
NS
340
NewDay Solutions
New Hampshire
$4.33M +$4.33M +78,680 New
EPA
341
Element Pointe Advisors
Florida
$4.32M +$4.32M +78,530 New
SHWM
342
Smith & Howard Wealth Management
Georgia
$4.32M +$2.1M +38,193 +95%
CA
343
Cornerstone Advisory
Maryland
$4.25M +$2.55M +46,439 +150%
IA
344
IndexIQ Advisors
New York
$4.16M -$527K -9,584 -11%
JIC
345
Johnson Investment Counsel
Ohio
$4.15M +$2.84M +51,767 +218%
CWM
346
Cabot Wealth Management
Massachusetts
$4.14M +$3.95M +71,765 +2,046%
PFM
347
Peak Financial Management
Massachusetts
$4.1M +$1.8M +32,650 +78%
DE
348
Day & Ennis
Georgia
$4.07M +$872K +15,850 +27%
RFO
349
RiverGlades Family Offices
Florida
$4.07M +$4.07M +74,035 New
FCI
350
Financial Counselors Inc
Kansas
$4M +$582K +10,584 +17%
12 13
14
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