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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 %
MWM
401
Maltin Wealth Management
New Jersey
$5.51M +$5.51M +84,444 New
NEI
402
Northwest & Ethical Investments
Ontario, Canada
$5.51M +$3.87M +59,300 +236%
MIAN
403
Mariner Independent Advisor Network
Kansas
$5.48M +$211K +3,225 +4%
GBT
404
Grove Bank & Trust
Florida
$5.47M +$132K +2,021 +2%
IWM
405
IHT Wealth Management
Illinois
$5.46M +$557K +8,543 +11%
WWM
406
Windsor Wealth Management
Indiana
$5.46M +$2.96M +45,391 +119%
BWM
407
BCS Wealth Management
Tennessee
$5.43M +$5.43M +83,215 New
NCM
408
Next Capital Management
New York
$5.42M -$1.98M -30,323 -27%
BB
409
Busey Bank
Illinois
$5.42M +$52.4K +803 +1%
AF
410
Advisornet Financial
Minnesota
$5.38M -$1.11M -16,956 -17%
EWM
411
Endurance Wealth Management
Rhode Island
$5.37M – – –
PAMG
412
Patton Albertson Miller Group
Tennessee
$5.32M -$8.29K -127 -0.2%
GWMIA
413
Global Wealth Management Investment Advisory
Florida
$5.3M +$262K +4,017 +5%
BWL
414
Bogart Wealth LLC
Virginia
$5.24M +$5.05M +77,473 +2,707%
LNC
415
Lincoln National Corp
Pennsylvania
$5.22M +$499K +7,647 +11%
LF
416
Lee Financial
Texas
$5.14M -$12.2K -187 -0.2%
CC
417
Copperleaf Capital
North Carolina
$5.11M +$5.11M +78,250 New
GIA
418
Gladstone Institutional Advisory
Florida
$4.99M +$291K +4,457 +6%
GKWIM
419
Gerber Kawasaki Wealth & Investment Management
California
$4.96M -$57.9K -888 -1%
FMWA
420
Forvis Mazars Wealth Advisors
Missouri
$4.92M +$339K +5,190 +7%
MFM
421
Mirsky Financial Management
New York
$4.89M +$424K +6,492 +9%
CAM
422
Concorde Asset Management
Michigan
$4.88M +$506K +7,761 +12%
PFM
423
Peak Financial Management
Massachusetts
$4.87M +$27.4K +420 +0.6%
SPP
424
Single Point Partners
Massachusetts
$4.87M +$4.87M +74,578 New
CA
425
Cornerstone Advisory
Maryland
$4.85M +$109K +1,678 +2%
15 16
17
18 19