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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 %
SAM
326
Silvercrest Asset Management
New York
$5.59M -$1.16M -19,020 -17%
PWAP
327
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$5.56M +$706K +11,625 +15%
MPW
328
MA Private Wealth
California
$5.51M +$544K +8,947 +11%
CC
329
Chanos & Company
New York
$5.5M -$68.2K -1,122 -1%
CA
330
Clearstead Advisors
Ohio
$5.45M -$1.94M -31,943 -26%
IWMA
331
Ironwood Wealth Management (Arizona)
Arizona
$5.45M -$90.2K -1,484 -2%
ADL
332
Asset Dedication LLC
California
$5.41M -$62.3K -1,026 -1%
JA
333
JVL Associates
Michigan
$5.41M -$3.67M -60,447 -40%
Allianz Asset Management
334
Allianz Asset Management
Germany
$5.38M -$3.17M -52,116 -37%
APSP
335
Asset Planning Services (Pennsylvania)
Pennsylvania
$5.33M +$207K +3,401 +4%
VR
336
Viridian RIA
Washington
$5.32M +$28.7K +473 +0.5%
BWM
337
Brickley Wealth Management
California
$5.3M +$1.68M +27,600 +46%
CAPTRUST Financial Advisors
338
CAPTRUST Financial Advisors
North Carolina
$5.26M -$3.3M -54,351 -39%
COPPSERS
339
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$5.23M -$15.6M -256,000 -75%
ECM
340
Evergreen Capital Management
Washington
$5.21M +$369K +6,080 +8%
MWM
341
Marietta Wealth Management
Georgia
$5.15M +$775K +12,759 +18%
CFA
342
Cahill Financial Advisors
Minnesota
$5.15M +$47.3K +779 +0.9%
MIAN
343
Mariner Independent Advisor Network
Kansas
$5.14M -$3.33M -54,364 -39%
LFG
344
LifePlan Financial Group
Ohio
$5.13M +$2.22M +36,521 +76%
N
345
Natixis
France
$5.12M +$31.4K +519 +0.6%
WT
346
Washington Trust
Rhode Island
$5.09M +$4.85M +79,349 +2,043%
LSAG
347
Lake Street Advisors Group
New Hampshire
$5.07M – – –
GBT
348
Grove Bank & Trust
Florida
$4.87M +$535K +8,797 +12%
MAM
349
Meeder Asset Management
Ohio
$4.84M -$381K -6,263 -7%
CA
350
Cornerstone Advisory
Maryland
$4.83M +$134K +2,202 +3%
12 13
14
15 16