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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 %
Ameriprise
26
Ameriprise
Minnesota
$366M -$21.4M -327,326 -6%
UCFA
27
United Capital Financial Advisors
Texas
$365M +$47.8K +732 +0%
TAIM
28
TD Ameritrade Investment Management
Nebraska
$356M -$14.5M -222,038 -4%
AssetMark Inc
29
AssetMark Inc
California
$348M -$1.87M -28,601 -0.5%
AllianceBernstein
30
AllianceBernstein
Tennessee
$342M +$19.4M +296,832 +6%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$333M +$32.7M +501,818 +11%
RIG
32
RiverFront Investment Group
Virginia
$294M +$38.3M +587,077 +15%
NA
33
NextCapital Advisers
Illinois
$290M +$66.1M +1,013,122 +30%
AA
34
Alesco Advisors
New York
$286M -$268K -4,104 -0.1%
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$284M +$8.25M +126,446 +3%
Northern Trust
36
Northern Trust
Illinois
$276M -$9.83M -150,609 -3%
Fifth Third Bancorp
37
Fifth Third Bancorp
Ohio
$258M -$46.4M -711,181 -15%
Franklin Resources
38
Franklin Resources
California
$246M +$19.8K +304 +0%
Carson Wealth (CWM LLC)
39
Carson Wealth (CWM LLC)
Nebraska
$246M – – –
PFO
40
Pathstone Family Office
New Jersey
$226M +$9.21M +14,124 +4%
HTC
41
Haverford Trust Company
Pennsylvania
$220M -$768K -11,770 -0.3%
SEI Investments
42
SEI Investments
Pennsylvania
$217M +$17.1M +261,625 +9%
AG
43
Advisor Group
Arizona
$214M +$10.7M +164,130 +5%
CNHF
44
Conrad N. Hilton Foundation
California
$177M +$148M +2,275,627 +526%
BA
45
Bridgewater Associates
Connecticut
$174M – – –
Wellington Management Group
46
Wellington Management Group
Massachusetts
$174M -$124M -1,900,156 -42%
Janney Montgomery Scott
47
Janney Montgomery Scott
Pennsylvania
$154M +$16.8M +257,278 +12%
HSBC Holdings
48
HSBC Holdings
United Kingdom
$151M -$2.12M -32,511 -1%
AC
49
Allstate Corporation
Illinois
$149M -$17.6M -269,338 -11%
JCM
50
Janney Capital Management
Pennsylvania
$141M +$53M +811,800 +60%
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