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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 %
FFA
351
First Foundation Advisors
California
$6.98M +$607K +9,305 +10%
W
352
WealthStone
Ohio
$6.89M – – –
CFGS
353
Concourse Financial Group Securities
Alabama
$6.89M +$3.08M +47,279 +81%
LWA
354
Lowe Wealth Advisors
Maryland
$6.87M +$174K +2,660 +3%
SS
355
Simplicity Solutions
Minnesota
$6.84M +$3M +46,034 +78%
N
356
Natixis
France
$6.81M +$162K +2,487 +2%
AWM
357
Altavista Wealth Management
North Carolina
$6.78M +$738K +11,310 +12%
HIP
358
Harrell Investment Partners
Texas
$6.77M +$6.77M +103,694 New
CTA
359
Colonial Trust Advisors
South Carolina
$6.76M -$702K -10,754 -9%
RAM
360
Riggs Asset Management
Pennsylvania
$6.68M +$6.68M +102,403 New
State of Tennessee, Department of Treasury
361
State of Tennessee, Department of Treasury
Tennessee
$6.65M – – –
SWM
362
Southern Wealth Management
Texas
$6.65M +$6.65M +101,952 New
CWS
363
Cypress Wealth Services
California
$6.63M +$2.88M +44,073 +77%
TWM
364
Titus Wealth Management
California
$6.58M +$67.7K +1,038 +1%
EW
365
Emerson Wealth
Michigan
$6.57M -$3.46K -53 -0.1%
AIM
366
Allen Investment Management
New York
$6.57M – – –
APSP
367
Asset Planning Services (Pennsylvania)
Pennsylvania
$6.54M +$413K +6,359 +7%
FCI
368
Financial Counselors Inc
Kansas
$6.54M +$117K +1,799 +2%
GT
369
Glenmede Trust
Pennsylvania
$6.47M +$5.46M +83,652 +540%
PPW
370
Pasadena Private Wealth
California
$6.45M +$6.45M +98,903 New
SIC
371
Shoker Investment Counsel
Ohio
$6.42M +$578K +8,862 +10%
CAPTRUST Financial Advisors
372
CAPTRUST Financial Advisors
North Carolina
$6.38M +$555K +8,424 +10%
FMW
373
Farr Miller & Washington
District of Columbia
$6.33M +$248K +3,803 +4%
BPA
374
Beacon Pointe Advisors
California
$6.31M +$1.44M +22,035 +30%
DMC
375
Drexel Morgan & Co
Pennsylvania
$6.17M -$326 -5 -0%
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