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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 %
BWFA
376
Baltimore-Washington Financial Advisors
Maryland
$6.11M +$238K +3,647 +4%
SAM
377
Silvercrest Asset Management
New York
$6.09M +$77.8K +1,193 +1%
Lazard Asset Management
378
Lazard Asset Management
New York
$6.05M +$3.16M +48,452 +109%
JA
379
JVL Associates
Michigan
$6.05M -$385K -5,897 -6%
WIA
380
World Investment Advisors
California
$6.04M +$3.61M +55,393 +149%
IA
381
IFP Advisors
Florida
$6.03M -$1.94M -29,657 -24%
HA
382
HYA Advisors
Missouri
$5.99M +$5.99M +91,824 New
RA
383
RFG Advisory
Alabama
$5.97M -$340K -5,219 -5%
Wealth Enhancement Advisory Services
384
Wealth Enhancement Advisory Services
Minnesota
$5.94M +$1.91M +29,206 +47%
T. Rowe Price Associates
385
T. Rowe Price Associates
Maryland
$5.93M +$495K +7,592 +9%
TF
386
Tompkins Financial
New York
$5.92M -$755K -11,573 -11%
ECM
387
Evergreen Capital Management
Washington
$5.91M -$372K -5,703 -6%
PFM
388
Parsec Financial Management
North Carolina
$5.91M +$191K +2,928 +3%
DC
389
Davenport & Co
Virginia
$5.86M +$896K +13,741 +18%
AFC
390
Adaptive Financial Consulting
Ohio
$5.82M +$5.82M +89,152 New
BWM
391
Baystate Wealth Management
Massachusetts
$5.81M -$635K -9,728 -10%
AWM
392
Avondale Wealth Management
Texas
$5.78M +$499K +7,656 +9%
LFG
393
LifePlan Financial Group
Ohio
$5.78M -$4.83K -74 -0.1%
HPC
394
Hobart Private Capital
North Carolina
$5.78M -$210K -3,214 -4%
CI
395
Conning Inc
Connecticut
$5.7M +$800K +12,255 +16%
EW
396
Element Wealth
Mississippi
$5.68M +$5.68M +87,077 New
TPCW
397
TD Private Client Wealth
New York
$5.6M +$5.6M +85,895 New
AGA
398
Arkos Global Advisors
Texas
$5.6M +$32.2K +493 +0.6%
VR
399
Viridian RIA
Washington
$5.6M +$167K +2,557 +3%
CA
400
Clearstead Advisors
Ohio
$5.58M -$67.5K -1,035 -1%
14 15
16
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