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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 %
BJ
601
Brouwer & Janachowski
California
$588K +$588K +10,691 New
FCA
602
FinTrust Capital Advisors
South Carolina
$579K +$579K +10,526 New
TD Asset Management
603
TD Asset Management
Ontario, Canada
$578K – – –
S
604
SignatureFD
Georgia
$576K -$140K -2,536 -20%
WSTAM
605
Wilbanks Smith & Thomas Asset Management
Virginia
$575K +$33.1K +602 +6%
SWP
606
Strategic Wealth Partners
Ohio
$574K +$472K +8,228 +463%
HNB
607
Huntington National Bank
Ohio
$568K -$702K – –
TIA
608
Tiemann Investment Advisors
California
$567K +$318K +5,780 +128%
BRWM
609
B. Riley Wealth Management
Tennessee
$565K +$565K +10,279 New
NWM
610
Northwest Wealth Management
Iowa
$565K +$565K +10,280 New
ACM
611
Advisors Capital Management
New Jersey
$559K +$559K +10,158 New
EWM
612
Empirical Wealth Management
Washington
$558K -$11.8K -215 -2%
WDL
613
Well Done LLC
Michigan
$556K +$556K +10,115 New
CC
614
Claybrook Capital
Massachusetts
$556K +$556K +10,115 New
GFP
615
Gryphon Financial Partners
Ohio
$553K +$209K +3,807 +61%
CM
616
Columbus Macro
Pennsylvania
$549K -$8.35M -151,849 -94%
HR
617
Hayden Royal
North Carolina
$539K +$539K +9,793 New
BFEC
618
Benjamin F. Edwards & Company
Missouri
$537K -$2.01M -36,553 -79%
OFG
619
OmniStar Financial Group
North Carolina
$537K +$106K +1,924 +25%
WAM
620
Watermark Asset Management
California
$533K +$188K +3,409 +54%
SG
621
StoneX Group
New York
$532K -$150K -2,718 -22%
CFB
622
Cullen/Frost Bankers
Texas
$531K -$15.4K -280 -3%
BOTW
623
Bank of the West
California
$529K +$174K +3,169 +49%
RBC
624
Roble Belko & Company
Pennsylvania
$518K +$518K +9,415 New
BIA
625
Bigelow Investment Advisors
Maine
$517K +$316K +5,740 +157%
23 24
25
26 27