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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 %
HS
576
Horan Securities
United States
$725K +$725K +12,742 New
PV
577
Private Vista
Illinois
$721K -$359K -6,531 -33%
OFG
578
Omega Financial Group
California
$712K +$712K +12,950 New
SCM
579
SOL Capital Management
Maryland
$708K +$105K +1,900 +17%
EA
580
Efficient Advisors
Ohio
$707K -$10.2K -186 -1%
AAS
581
Avantax Advisory Services
Texas
$700K +$700K +12,747 New
FMC
582
First Merchants Corp
Indiana
$699K -$11K -200 -2%
PCM
583
Parsons Capital Management
Rhode Island
$675K -$380K -6,910 -36%
SLG
584
Stanley-Laman Group
Pennsylvania
$670K +$3.68K +67 +0.6%
JWA
585
JFS Wealth Advisors
Pennsylvania
$661K +$410K +7,459 +164%
BWCS
586
Beirne Wealth Consulting Services
Connecticut
$660K +$660K +11,991 New
EWM
587
Executive Wealth Management
Michigan
$653K +$653K +11,875 New
VCA
588
Verdence Capital Advisors
Maryland
$652K -$116K -2,108 -15%
BCA
589
Bray Capital Advisors
Florida
$651K -$1.46M -26,465 -69%
OIA
590
OneDigital Investment Advisors
Kansas
$640K -$127K -2,304 -17%
PCG
591
Private Capital Group
Connecticut
$635K +$76K +1,382 +14%
CI
592
CX Institutional
Indiana
$635K +$635K +11,553 New
ACS
593
Archford Capital Strategies
Illinois
$632K – – –
IC
594
Inscription Capital
Texas
$630K +$630K +11,461 New
FNBTCON
595
First National Bank & Trust Co of Newtown
Pennsylvania
$601K – – –
MCIA
596
Mountain Capital Investment Advisors
Colorado
$600K +$52.6K +957 +10%
ACM
597
Allred Capital Management
Texas
$598K +$598K +10,883 New
HL
598
HeadInvest LLC
Maine
$595K +$327K +5,956 +122%
TCM
599
Tufton Capital Management
Maryland
$593K -$1.15K -21 -0.2%
LFG
600
Larson Financial Group
Missouri
$592K +$592K +10,760 New
22 23
24
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