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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 %
AP
451
Arlington Partners
Alabama
$1.87M +$1.85M +33,674 +13,257%
BG
452
Bahl & Gaynor
Ohio
$1.86M -$256K -4,656 -12%
NSIM
453
North Star Investment Management
Illinois
$1.82M +$42.4K +770 +2%
SSWM
454
Smith Salley Wealth Management
North Carolina
$1.8M -$270K -4,909 -13%
VFA
455
Valeo Financial Advisors
Indiana
$1.79M +$890K +16,175 +99%
DMC
456
Drexel Morgan & Co
Pennsylvania
$1.79M – – –
GPWA
457
Great Point Wealth Advisors
Massachusetts
$1.79M +$1.79M +32,472 New
WWM
458
Western Wealth Management
Colorado
$1.78M +$1.78M +32,298 New
W
459
WealthOne
New York
$1.77M +$1.77M +32,091 New
BWA
460
Burt Wealth Advisors
Maryland
$1.72M +$1.54M +28,013 +854%
IAA
461
Independent Advisor Alliance
North Carolina
$1.71M +$173K +2,966 +11%
AFA
462
Arlington Financial Advisors
California
$1.7M +$1.7M +30,811 New
EWM
463
Evercore Wealth Management
New York
$1.69M +$6.27K +114 +0.4%
NPT
464
Nixon Peabody Trust
Massachusetts
$1.69M -$434K -7,900 -20%
LNB
465
Ledyard National Bank
$1.68M +$193K +3,502 +13%
TA
466
Tiedemann Advisors
New York
$1.65M +$265K +4,824 +19%
PA
467
PFG Advisors
Arizona
$1.64M +$11.3K +193 +0.7%
FFG
468
Ford Financial Group
California
$1.64M +$1.64M +29,888 New
AII
469
AGF Investments Inc
Ontario, Canada
$1.63M -$83.4K -1,516 -5%
TYCC
470
Texas Yale Capital Corp
Florida
$1.61M -$186K -3,378 -10%
EPP
471
ETF Portfolio Partners
Kansas
$1.6M +$350K +6,367 +28%
WAM
472
Wealthspire Advisors (Maryland)
Maryland
$1.59M -$363K -6,603 -19%
MG
473
McCutchen Group
Washington
$1.59M +$1.59M +28,908 New
MG
474
Mather Group
Illinois
$1.58M -$56K -1,018 -3%
WAAG
475
Wealth Alliance Advisory Group
Kansas
$1.58M +$1.37M +24,967 +657%
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