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iShares Core MSCI EAFE ETF
IEFA

Overview Fund Activity

920 hedge funds and large institutions have $48.6B invested in iShares Core MSCI EAFE ETF in 2019 Q1 according to their latest regulatory filings, with 94 funds opening new positions, 403 increasing their positions, 334 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
920
Holders Change
+28
Holders Change %
+3.14%
% of All Funds
19.94%
Holding in Top 10
200
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+2.04%
% of All Funds
4.34%
New
94
Increased
403
Reduced
334
Closed
55
Calls
$11.7M
Puts
$9.24M
Net Calls
+$2.48M
Net Calls Change
+$1.18M

Top Buyers

1
Jones Financial Companies
Jones Financial Companies
Missouri
+$1.68B
2
TF
TIAA FSB
Florida
+$1.38B
3
RJA
Raymond James & Associates
Florida
+$197M
4
UBS Group
UBS Group
Switzerland
+$186M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$182M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$1.59B
2
SIM
Strategic Investment Management
Virginia
-$378M
3
USAA
United Services Automobile Association
Texas
-$284M
4
HSBC Holdings
HSBC Holdings
United Kingdom
-$180M
5
LMGAM
Liberty Mutual Group Asset Management
Massachusetts
-$145M
Name Holding Trade Value Shares
Change 		Shares
Change %
FG
451
Fiduciary Group
Georgia
$2.16M +$28.4K +467 +1%
WIA
452
World Investment Advisors
California
$2.15M +$629K +10,358 +41%
RIA
453
Regal Investment Advisors
Michigan
$2.14M -$111K -1,821 -5%
EK
454
Evensky & Katz
Florida
$2.12M +$2.12M +34,806 New
PFM
455
Phillips Financial Management
Indiana
$2.1M – – –
SSWM
456
Smith Salley Wealth Management
North Carolina
$2.09M +$93.7K +1,542 +5%
CTC
457
Central Trust Company
Missouri
$2.01M -$1.58M -26,003 -44%
DT
458
Diversified Trust
Tennessee
$2.01M -$235K -3,868 -10%
SSW
459
Smith Shellnut Wilson
Mississippi
$1.99M +$1.99M +32,693 New
DMC
460
Drexel Morgan & Co
Pennsylvania
$1.97M – – –
NSIM
461
North Star Investment Management
Illinois
$1.95M -$60.1K -989 -3%
KCP
462
KDI Capital Partners
North Carolina
$1.94M -$385K -6,329 -17%
BBA
463
BLB&B Advisors
Pennsylvania
$1.92M +$270K +4,451 +16%
PAG
464
Pinnacle Advisory Group
Maryland
$1.87M -$231K -3,796 -11%
DS
465
DRW Securities
Illinois
$1.86M -$16.5M -271,908 -90%
WAAG
466
Wealth Alliance Advisory Group
Kansas
$1.85M +$95.7K +1,568 +5%
DCM
467
Disciplina Capital Management
Tennessee
$1.84M +$1.41M +23,125 +322%
TFS
468
Thoroughbred Financial Services
Tennessee
$1.83M -$767K -12,618 -30%
EWM
469
Evercore Wealth Management
New York
$1.8M -$69K -1,135 -4%
EAM
470
Evanson Asset Management
California
$1.8M +$109K +1,800 +6%
PA
471
PFG Advisors
Arizona
$1.78M +$25.4K +406 +1%
VWM
472
Valley Wealth Managers
New Jersey
$1.78M +$1.78M +29,207 New
WA
473
WBH Advisory
Maryland
$1.74M +$273K +4,496 +19%
MPWT
474
MassMutual Private Wealth & Trust
Connecticut
$1.72M +$846K +13,921 +96%
FAM
475
Foresters Asset Management
Ontario, Canada
$1.7M -$500K -8,240 -23%
17 18
19
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