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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 %
American Century Companies
451
American Century Companies
Missouri
$4.32M -$281K -4,300 -6%
CWM
452
Cabot Wealth Management
Massachusetts
$4.32M -$34.8K -533 -0.8%
FBA
453
Front Barnett Associates
Illinois
$4.25M +$71.8K +1,100 +2%
IAN
454
Integrated Advisors Network
Texas
$4.25M +$4.25M +65,156 New
BHWA
455
Beacon Harbor Wealth Advisors
Virginia
$4.17M +$127K +1,942 +3%
Mercer Global Advisors
456
Mercer Global Advisors
Colorado
$4.14M +$3.88M +59,543 +1,534%
CFA
457
Cahill Financial Advisors
Minnesota
$4.13M -$155K -2,369 -4%
TL
458
TrueWealth LLC
Georgia
$4.09M +$44.3K +679 +1%
CT
459
Columbia Trust
Oregon
$4.06M +$4.06M +62,278 New
FFN
460
Focus Financial Network
Minnesota
$4.05M +$2.02M +30,935 +99%
TTWM
461
TCV Trust & Wealth Management
Virginia
$4.05M +$155K +2,370 +4%
CWM
462
Cornerstone Wealth Management
Missouri
$4.01M +$22.2K +340 +0.6%
BRM
463
Boston Research & Management
Massachusetts
$4M +$347K +5,323 +10%
ABC
464
Associated Banc-Corp
Wisconsin
$3.96M +$3.55M +54,383 +865%
SFS
465
Sowell Financial Services
Arkansas
$3.92M -$5.27M -80,733 -57%
CIBC World Market
466
CIBC World Market
Ontario, Canada
$3.92M +$1.59M +24,412 +69%
PWAP
467
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$3.87M +$170K +2,634 +5%
LWM
468
Liberty Wealth Management
California
$3.85M +$1.72M +26,411 +81%
MWM
469
Marietta Wealth Management
Georgia
$3.84M +$30.8K +472 +0.8%
I
470
INVST
Indiana
$3.83M +$1.41M +21,605 +58%
BAM
471
Baldrige Asset Management
Pennsylvania
$3.83M -$52.8K -810 -1%
DCM
472
DeGreen Capital Management
Arizona
$3.8M +$466K +7,137 +14%
SG
473
StoneX Group
New York
$3.8M +$2.74M +42,041 +259%
TI
474
tru Independence
Oregon
$3.79M +$3.79M +75,618 New
KOMWMG
475
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$3.77M +$3.77M +57,736 New
17 18
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