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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 %
LF
351
Lee Financial
Texas
$4.81M +$18.5K +305 +0.4%
AWM
352
Altavista Wealth Management
North Carolina
$4.8M +$1.15M +18,868 +31%
FMWA
353
Forvis Mazars Wealth Advisors
Missouri
$4.72M -$3.57M -58,746 -43%
EPA
354
Element Pointe Advisors
Florida
$4.61M -$165K -2,720 -3%
TYCC
355
Texas Yale Capital Corp
Florida
$4.55M +$2.77M +45,568 +156%
PFM
356
Peak Financial Management
Massachusetts
$4.5M -$25.9K -426 -0.6%
DC
357
Davenport & Co
Virginia
$4.49M -$504K -8,297 -10%
Prudential Financial
358
Prudential Financial
New Jersey
$4.47M +$1.7M +28,039 +62%
JIC
359
Johnson Investment Counsel
Ohio
$4.46M -$131K -2,151 -3%
RA
360
RFG Advisory
Alabama
$4.42M +$1.49M +24,512 +51%
SC
361
Sepio Capital
Utah
$4.42M +$4.42M +72,670 New
SGAM
362
Steinberg Global Asset Management
Florida
$4.41M -$954K -15,692 -18%
LNC
363
Lincoln National Corp
Pennsylvania
$4.41M -$463K -7,613 -10%
BCI
364
Brinker Capital Investments
Pennsylvania
$4.4M +$2.12M +34,852 +93%
WA
365
Wealth Architects
California
$4.29M +$136K +2,246 +3%
RIA
366
RPG Investment Advisory
California
$4.21M +$235K +3,860 +6%
CWM
367
Cabot Wealth Management
Massachusetts
$4.19M -$389K -6,401 -9%
CGA
368
Crescent Grove Advisors
Illinois
$4.17M -$10.5M -173,237 -72%
EWA
369
ERTS Wealth Advisors
Michigan
$4.14M +$1.48M +24,287 +55%
First Trust Advisors
370
First Trust Advisors
Illinois
$4.09M +$4.09M +67,233 New
FAIM
371
Financial Advocates Investment Management
Washington
$4.05M +$102K +1,683 +3%
PAG
372
Private Advisory Group
Washington
$3.96M – – –
IWM
373
IHT Wealth Management
Illinois
$3.92M -$312K -5,142 -7%
MFM
374
Mirsky Financial Management
New York
$3.88M +$636K +10,458 +20%
DADC
375
D.A. Davidson & Co
Montana
$3.85M -$30.7K -505 -0.8%
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