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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 %
PGWM
576
Parisi Gray Wealth Management
New Jersey
$2.03M +$318K +4,881 +19%
KCP
577
KDI Capital Partners
North Carolina
$2.01M -$441K -6,756 -18%
DT
578
Diversified Trust
Tennessee
$2M -$7.57K -116 -0.4%
FCA
579
FinTrust Capital Advisors
South Carolina
$2M +$807K +12,374 +68%
FCIM
580
Fairview Capital Investment Management
California
$1.99M +$42.4K +650 +2%
NFG
581
Nations Financial Group
Iowa
$1.99M +$21.5K +329 +1%
RDWM
582
Red Door Wealth Management
Tennessee
$1.97M +$1.97M +30,043 New
SF
583
Synovus Financial
Georgia
$1.96M -$136K -2,080 -6%
SWA
584
Stratos Wealth Advisors
Ohio
$1.96M +$468K +7,168 +31%
KWMG
585
King Wealth Management Group
Florida
$1.93M +$375K +5,754 +24%
CIA
586
Capital Investment Advisors
Georgia
$1.91M -$6.4K -98 -0.3%
V
587
Veritable
Delaware
$1.91M +$124K +1,900 +7%
PM
588
Pembroke Management
Quebec, Canada
$1.9M +$515K +7,895 +37%
MG
589
McCutchen Group
Washington
$1.9M +$9.52K +146 +0.5%
DAS
590
Dynamic Advisor Solutions
Arizona
$1.86M +$806K +12,349 +76%
RG
591
Retirement Group
California
$1.85M +$1.85M +28,412 New
CSPIA
592
Cary Street Partners Investment Advisory
Virginia
$1.85M +$1.85M +28,219 New
CA
593
Cambridge Associates
Massachusetts
$1.85M -$12.1M -185,054 -87%
RWA
594
Ropes Wealth Advisors
Massachusetts
$1.84M +$1.84M +28,220 New
GTAM
595
Global Trust Asset Management
Florida
$1.83M -$7.37K -113 -0.4%
PIA
596
Perennial Investment Advisors
California
$1.83M +$1.83M +28,002 New
GSIS
597
Global Strategic Investment Solutions
Arizona
$1.82M +$21.7K +333 +1%
ACP
598
Aveo Capital Partners
Colorado
$1.82M -$4.76K -73 -0.3%
IWS
599
Insight Wealth Strategies
California
$1.82M +$378K +5,785 +26%
CWM
600
Cahaba Wealth Management
Georgia
$1.82M +$10.2K +157 +0.6%
22 23
24
25 26