IEFA icon

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 %
DADC
426
D.A. Davidson & Co
Montana
$4.84M +$226K +3,461 +5%
C
427
Clearshares
New York
$4.82M – – –
First Trust Advisors
428
First Trust Advisors
Illinois
$4.8M +$1.72M +26,376 +56%
CWM
429
CCG Wealth Management
California
$4.8M +$903K +13,837 +23%
JFGIW
430
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4.77M +$876K +13,427 +22%
WA
431
Wealth Architects
California
$4.76M +$119K +1,825 +3%
RIA
432
RPG Investment Advisory
California
$4.75M +$191K +2,929 +4%
CWM
433
Calamos Wealth Management
Illinois
$4.72M -$55.5K -851 -1%
Prudential Financial
434
Prudential Financial
New Jersey
$4.58M +$347K +5,316 +8%
Allianz Asset Management
435
Allianz Asset Management
Germany
$4.56M -$491K -7,533 -10%
MM
436
Main Management
California
$4.56M +$46K +705 +1%
CIM
437
CIM Investment Management
Pennsylvania
$4.56M – – –
LWP
438
Legacy Wealth Partners
California
$4.55M +$4.55M +69,826 New
PBO
439
Peoples Bank (Ohio)
Ohio
$4.52M +$1.14M +17,484 +34%
VFA
440
Valeo Financial Advisors
Indiana
$4.5M +$554K +12,694 +14%
RCA
441
Resonant Capital Advisors
Wisconsin
$4.49M +$4.49M +68,872 New
MSA
442
Mason Street Advisors
Wisconsin
$4.46M +$4.46M +68,300 New
RHP
443
Royal Harbor Partners
Texas
$4.46M +$4.46M +68,349 New
WP
444
WealthShield Partners
North Carolina
$4.41M +$9.59K +147 +0.2%
SIA
445
Soltis Investment Advisors
Utah
$4.38M +$4.38M +67,173 New
CWM
446
Chicago Wealth Management
Illinois
$4.36M +$4.36M +66,756 New
MWC
447
MKD Wealth Coaches
Michigan
$4.35M +$3.79M +58,163 +680%
NS
448
NewDay Solutions
New Hampshire
$4.35M -$1.39M -21,355 -24%
PBF
449
Petix & Botte Financial
California
$4.34M +$4.34M +66,435 New
FTS
450
Fifth Third Securities
Ohio
$4.34M +$60.6K +929 +1%
16 17
18
19 20