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iShares Core MSCI EAFE ETF
IEFA

Overview Fund Activity

892 hedge funds and large institutions have $42.1B invested in iShares Core MSCI EAFE ETF in 2018 Q4 according to their latest regulatory filings, with 212 funds opening new positions, 370 increasing their positions, 249 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
892
Holders Change
+136
Holders Change %
+17.99%
% of All Funds
19.91%
Holding in Top 10
196
Holding in Top 10 Change
+30
Holding in Top 10 Change %
+18.07%
% of All Funds
4.37%
New
212
Increased
370
Reduced
249
Closed
68
Calls
$1.9M
Puts
$605K
Net Calls
+$1.3M
Net Calls Change
-$1.22M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$388M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$334M
3
SIM
Strategic Investment Management
Virginia
+$329M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$195M
5
TF
TIAA FSB
Florida
+$168M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$1.29B
2
AC
Allstate Corporation
Illinois
-$447M
3
Bank of America
Bank of America
North Carolina
-$390M
4
BlackRock
BlackRock
New York
-$356M
5
CWM
Cornerstone Wealth Management
Missouri
-$155M
Name Holding Trade Value Shares
Change 		Shares
Change %
TFS
401
Thoroughbred Financial Services
Tennessee
$2.6M +$2.6M +42,670 New
Truist Financial
402
Truist Financial
North Carolina
$2.59M +$2.33M +42,403 +907%
FWP
403
FAS Wealth Partners
Kansas
$2.58M -$738K -13,424 -22%
RCG
404
Ruggie Capital Group
Florida
$2.57M +$2.21M +40,181 +612%
CWM
405
Cahaba Wealth Management
Georgia
$2.56M +$1.55M +28,195 +154%
QCG
406
Quadrant Capital Group
Ohio
$2.53M +$711K +12,973 +39%
MM
407
Main Management
California
$2.52M +$2.02M +36,771 +407%
AGA
408
Arkos Global Advisors
Texas
$2.52M +$2.52M +45,796 New
BPA
409
Beacon Pointe Advisors
California
$2.51M +$2.51M +45,580 New
Prudential Financial
410
Prudential Financial
New Jersey
$2.5M +$1.61M +29,343 +181%
TF
411
Trek Financial
Arizona
$2.5M +$2.5M +45,419 New
MYIA
412
Mount Yale Investment Advisors
Colorado
$2.5M -$4K -69 -0.2%
LA
413
Lau Associates
Delaware
$2.48M +$803K +14,600 +48%
MWC
414
MKD Wealth Coaches
Michigan
$2.48M +$2.48M +45,014 New
MNBTD
415
Moody National Bank Trust Division
Texas
$2.46M – – –
CWM
416
CCG Wealth Management
California
$2.43M +$2.43M +44,227 New
WHG
417
Westwood Holdings Group
Texas
$2.43M -$36.1M -655,801 -94%
CA
418
Cambridge Associates
Massachusetts
$2.42M +$1.09M +19,741 +81%
EWA
419
ERTS Wealth Advisors
Michigan
$2.41M +$2.41M +43,858 New
BFPW
420
BOK Financial Private Wealth
Colorado
$2.39M +$1.84M +33,478 +338%
PAM
421
Peninsula Asset Management
Florida
$2.38M -$57.7K -1,050 -2%
NFG
422
Next Financial Group
Texas
$2.37M +$2.37M +43,104 +159,644%
PG
423
Patten Group
Tennessee
$2.33M -$1.54M -28,028 -40%
GT
424
Glenview Trust
Kentucky
$2.32M +$74.2K +1,350 +3%
BFG
425
Beacon Financial Group
Texas
$2.32M -$64.1K -1,169 -3%
15 16
17
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