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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 %
SHWM
326
Smith & Howard Wealth Management
Georgia
$7.93M +$713K +10,930 +10%
Impax Asset Management Group
327
Impax Asset Management Group
United Kingdom
$7.86M -$6.08M -93,123 -44%
ISWM
328
Independent Solutions Wealth Management
New York
$7.84M +$7.84M +120,137 New
FDCDDQ
329
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7.78M -$56.7K -869 -0.7%
5L
330
55I LLC
Massachusetts
$7.78M +$2.56M +39,210 +49%
WB
331
Webster Bank
Connecticut
$7.73M -$105K -1,609 -1%
BCP
332
Blue Chip Partners
Michigan
$7.71M +$869K +13,315 +13%
FC
333
Ferris Capital
Massachusetts
$7.63M +$397K +6,079 +5%
SXL
334
Summit X LLC
Missouri
$7.61M -$486K -7,444 -6%
Cetera Investment Advisers
335
Cetera Investment Advisers
Illinois
$7.57M +$65.9K +1,009 +0.9%
GWM
336
Geneos Wealth Management
Colorado
$7.53M +$12.3K +188 +0.2%
EWA
337
Exencial Wealth Advisors
Oklahoma
$7.44M +$3.58M +54,911 +93%
CCM
338
Condor Capital Management
New Jersey
$7.39M +$224K +3,432 +3%
TIM
339
Tortoise Investment Management
New York
$7.35M +$131K +2,009 +2%
JT
340
Jump Trading
Illinois
$7.34M -$748K -11,463 -9%
CGA
341
Crescent Grove Advisors
Illinois
$7.29M +$143K +2,188 +2%
HF
342
Halpern Financial
Virginia
$7.2M +$7.2M +110,409 New
MAFM
343
Mid Atlantic Financial Management
Pennsylvania
$7.2M +$2.2M +33,677 +44%
NFG
344
NewFocus Financial Group
Washington
$7.13M +$4.69M +71,894 +192%
KCM
345
Karp Capital Management
California
$7.1M +$805K +12,333 +13%
ADL
346
Asset Dedication LLC
California
$7.06M +$759K +11,631 +12%
OFW
347
Omnia Family Wealth
Florida
$7.02M +$5.44M +83,350 +344%
TCB
348
Texas Capital Bancshares
Texas
$7.01M +$753K +11,544 +12%
FCT
349
Family Capital Trust
Massachusetts
$6.98M -$94.4K -1,447 -1%
DE
350
Day & Ennis
Georgia
$6.98M +$286K +4,378 +4%
12 13
14
15 16