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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 %
HFS
551
Haverford Financial Services
Pennsylvania
$820K – – –
JIP
552
Jaffetilchin Investment Partners
Florida
$819K -$446K -8,104 -35%
BBA
553
Braun-Bostich & Associates
Pennsylvania
$811K -$41.6K -757 -5%
FWIA
554
Fort Washington Investment Advisors
Ohio
$811K +$811K +14,741 New
PCIA
555
Prime Capital Investment Advisors
Kansas
$809K +$809K +14,705 New
SHJ
556
Sharkey, Howes & Javer
Colorado
$800K +$227K +4,121 +40%
LWM
557
Liberty Wealth Management
California
$798K +$798K +14,510 New
MPWT
558
MassMutual Private Wealth & Trust
Connecticut
$794K +$473K +8,591 +147%
Natixis Advisors
559
Natixis Advisors
Massachusetts
$793K -$113K -2,055 -12%
SS
560
Simplicity Solutions
Minnesota
$788K -$641K -11,642 -45%
VCM
561
Vivaldi Capital Management
Illinois
$785K +$785K +14,274 New
MSA
562
Marino Stram & Associates
Massachusetts
$771K +$277K +5,176 +56%
LC
563
Lourd Capital
California
$770K +$198K +3,597 +35%
GFS
564
GYL Financial Synergies
Connecticut
$767K +$767K +13,950 New
RCAG
565
Rehmann Capital Advisory Group
Michigan
$758K -$24.2M -439,790 -97%
PFA
566
Pinnacle Family Advisors
Missouri
$757K +$7.42K +135 +1%
CFN
567
Cordasco Financial Network
Florida
$755K +$749K +13,615 +11,839%
RVPG
568
Relative Value Partners Group
$749K +$749K +13,610 New
LCM
569
Logan Capital Management
Pennsylvania
$747K +$287K +5,223 +62%
CAL
570
Capital Advisors Ltd
Ohio
$745K -$44.9K -817 -6%
PGFC
571
Peapack-Gladstone Financial Corp
New Jersey
$742K +$742K +13,475 New
SGAM
572
Stephens Group Asset Management
Arkansas
$740K +$740K +13,449 New
HFA
573
Huber Financial Advisors
Illinois
$739K +$457K +8,306 +162%
PAS
574
Partnervest Advisory Services
California
$739K +$739K +13,441 New
PSUF
575
People's United Financial
Connecticut
$725K +$416K +7,568 +135%
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