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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 %
BHWM
526
Bay Harbor Wealth Management
Maryland
$2.88M +$710K +10,882 +33%
TPW
527
TL Private Wealth
Texas
$2.82M +$2.82M +43,533 New
KA
528
Kovack Advisors
Florida
$2.82M +$560K +8,578 +25%
BWM
529
BerganKDV Wealth Management
Minnesota
$2.77M +$84.2K +1,290 +3%
GFPC
530
Global Financial Private Client
Florida
$2.76M +$2.76M +42,234 New
CIBC Private Wealth Group
531
CIBC Private Wealth Group
Georgia
$2.73M -$161K -2,470 -6%
CTC
532
Central Trust Company
Missouri
$2.7M +$445K +6,817 +20%
SSW
533
Smith Shellnut Wilson
Mississippi
$2.68M +$64.3K +986 +2%
FCA
534
FLC Capital Advisors
California
$2.67M +$75.3K +1,155 +3%
PP
535
PagnatoKarp Partners
Virginia
$2.65M -$33.9K -519 -1%
RCF
536
Rainwater Charitable Foundation
Texas
$2.64M +$1.58M +24,198 +149%
PA
537
Procyon Advisors
Connecticut
$2.63M +$2.63M +40,333 New
MWM
538
Mattern Wealth Management
Kansas
$2.61M +$2.61M +40,009 New
FEG
539
Fund Evaluation Group
Ohio
$2.61M +$2.61M +39,964 New
HIA
540
Harbor Investment Advisory
Maryland
$2.58M +$2.58M +39,496 New
GFPC
541
Global Financial Private Capital
Florida
$2.55M -$55.4K -850 -2%
FG
542
Fiduciary Group
Georgia
$2.53M +$218K +3,342 +9%
TSS
543
Two Sigma Securities
New York
$2.53M +$1.74M +26,601 +219%
Fisher Asset Management
544
Fisher Asset Management
Washington
$2.52M +$367K +5,625 +17%
Axa
545
Axa
France
$2.5M -$32.7M -501,145 -93%
BBA
546
BLB&B Advisors
Pennsylvania
$2.49M +$87.4K +1,340 +4%
Squarepoint
547
Squarepoint
New York
$2.48M +$2.48M +37,944 New
TWA
548
Tillar-Wenstrup Advisors
Ohio
$2.47M +$2.47M +37,875 New
TA
549
Tiedemann Advisors
New York
$2.47M -$464K -7,106 -16%
LA
550
Lau Associates
Delaware
$2.41M – – –
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