IEFA icon

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 %
DCM
551
Disciplina Capital Management
Tennessee
$2.4M -$681K -10,445 -22%
BFPW
552
BOK Financial Private Wealth
Colorado
$2.34M -$18.7K -286 -0.8%
PGA
553
Portland Global Advisors
Maine
$2.33M +$809K +12,403 +53%
JIP
554
Jaffetilchin Investment Partners
Florida
$2.27M -$222K -3,405 -9%
QCM
555
Quest Capital Management
Texas
$2.25M -$449K -6,877 -17%
PSUF
556
People's United Financial
Connecticut
$2.23M +$225K +3,455 +11%
FFW
557
Fusion Family Wealth
New York
$2.21M +$371K +5,691 +20%
VAS
558
Vestmark Advisory Solutions
Massachusetts
$2.2M +$9.27K +186 +0.4%
BCA
559
Bray Capital Advisors
Florida
$2.15M +$20.9K +320 +1%
GP
560
Gresham Partners
Illinois
$2.15M – – –
PG
561
Patten Group
Tennessee
$2.15M -$63.7K -976 -3%
CRCM
562
Corbett Road Capital Management
Virginia
$2.15M +$2.15M +32,898 New
PA
563
PFG Advisors
Arizona
$2.13M +$233K +3,564 +12%
JFA
564
Johanson Financial Advisors
California
$2.11M +$2.11M +137,796 New
PAG
565
Pinnacle Advisory Group
Maryland
$2.1M -$35.8K -548 -2%
WI
566
Wintrust Investments
Illinois
$2.09M -$332K -5,097 -14%
MG
567
Mather Group
Illinois
$2.09M +$288K +4,407 +16%
LFAS
568
Level Four Advisory Services
Texas
$2.08M +$592K +8,776 +40%
PWP
569
Personal Wealth Partners
Minnesota
$2.07M -$319K -4,895 -13%
NSIM
570
North Star Investment Management
Illinois
$2.07M -$90.7K -1,390 -4%
PFM
571
Phillips Financial Management
Indiana
$2.06M -$16.9K -259 -0.8%
FCFC
572
First Citizens Financial Corp
Iowa
$2.06M +$2.06M +31,525 New
HSA
573
HBK Sorce Advisory
Pennsylvania
$2.04M -$59.5K -912 -3%
MPCG
574
Matrix Private Capital Group
New York
$2.03M +$2.03M +31,133 New
TFS
575
Thoroughbred Financial Services
Tennessee
$2.03M +$124K +1,908 +7%
21 22
23
24 25