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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 %
LWA
526
Lenox Wealth Advisors
New York
$1.02M -$44M -799,217 -98%
SLT
527
St Louis Trust
Missouri
$1.01M +$150K +2,719 +17%
QCMC
528
Quantum Capital Management (California)
California
$1M -$2.86K -52 -0.3%
SDWMA
529
Schneider Downs Wealth Management Advisors
Pennsylvania
$999K +$139K +2,521 +16%
PWAC
530
Private Wealth Advisors (California)
California
$997K +$997K +18,126 New
Fisher Asset Management
531
Fisher Asset Management
Washington
$993K +$4.57K +83 +0.5%
FA
532
FMA Advisory
Pennsylvania
$992K +$31.6K +574 +3%
WA
533
Waverly Advisors
Alabama
$978K -$2.45M -44,578 -71%
WC
534
Whitney & Co
New York
$978K +$83.7K +1,420 +9%
GAM
535
Gould Asset Management
California
$964K +$244K +4,435 +34%
BCM
536
Brasada Capital Management
Texas
$957K -$52.4K -952 -5%
AWP
537
Ascent Wealth Partners
New York
$956K +$456K +8,298 +91%
CBT
538
Central Bank & Trust
Kentucky
$941K – – –
CMP
539
Courage Miller Partners
Virginia
$934K +$46.9K +853 +5%
State Street
540
State Street
Massachusetts
$932K +$5K +91 +0.5%
CCP
541
Corient Capital Partners
California
$918K -$251K -4,574 -22%
SMG
542
Spectrum Management Group
Indiana
$884K -$427K -7,765 -33%
BFC
543
Blue Fin Capital
Rhode Island
$874K +$874K +15,901 New
JG
544
Jefferies Group
New York
$863K +$404K +7,340 +88%
PAM
545
Palisade Asset Management
Minnesota
$858K – – –
BCA
546
Bay Colony Advisors
Massachusetts
$854K -$32.5K -592 -4%
EIP
547
Ellis Investment Partners
Pennsylvania
$853K +$853K +15,523 New
Koshinski Asset Management
548
Koshinski Asset Management
Illinois
$851K +$851K +16,128 New
OC
549
Oppenheimer & Co
New York
$828K -$11.1K -201 -1%
KP
550
Keel Point
Alabama
$826K +$826K +15,013 New
20 21
22
23 24