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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 %
NFG
476
Next Financial Group
Texas
$3.75M +$339K +5,195 +10%
OWA
477
Outlook Wealth Advisors
Texas
$3.7M +$1.68M +25,704 +83%
SIS
478
SVB Investment Services
Utah
$3.69M +$3.69M +56,482 New
GPWA
479
Great Point Wealth Advisors
Massachusetts
$3.68M +$161K +2,464 +5%
SBL
480
Sargent Bickham Lagudis
Colorado
$3.67M +$926K +14,188 +34%
CIA
481
Choate Investment Advisors
Massachusetts
$3.65M -$4.33M -66,356 -54%
W
482
WealthOne
New York
$3.59M +$4.63K +71 +0.1%
PCIG
483
Partners Capital Investment Group
Massachusetts
$3.55M +$47.5K +728 +1%
SEIA
484
Signature Estate & Investment Advisors
California
$3.55M -$49.6K -760 -1%
JWCA
485
J.W. Cole Advisors
Florida
$3.54M +$3.54M +54,202 New
HT
486
Heritage Trust
Oklahoma
$3.53M -$41.8K -641 -1%
HW
487
Hancock Whitney
Mississippi
$3.51M -$4.89K -75 -0.1%
1WA
488
180 Wealth Advisors
Washington
$3.48M -$103K -1,570 -3%
KMWM
489
Keudell/Morrison Wealth Management
Oregon
$3.48M +$3.14M +48,154 +938%
PA
490
Paracle Advisors
Washington
$3.44M -$261 -4 -0%
Koshinski Asset Management
491
Koshinski Asset Management
Illinois
$3.43M +$3.43M +52,748 New
CIR
492
Clear Investment Research
Georgia
$3.41M -$75.4K -1,156 -2%
WA
493
WBH Advisory
Maryland
$3.36M +$109K +1,676 +3%
SSWM
494
Smith Salley Wealth Management
North Carolina
$3.35M +$986K +15,121 +42%
PCA
495
Providence Capital Advisors
North Carolina
$3.34M -$21.8K -334 -0.6%
AHSW
496
Adventist Health System West
California
$3.33M -$13M -199,280 -80%
KCM
497
Kanawha Capital Management
Virginia
$3.29M +$17.9K +275 +0.5%
GLA
498
Good Life Advisors
Pennsylvania
$3.28M +$192K +2,945 +6%
HSWM
499
Hubbell Strickland Wealth Management
Louisiana
$3.28M +$9.92K +152 +0.3%
RW
500
RVW Wealth
California
$3.27M -$31.4K -482 -1%
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