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iShares Core MSCI EAFE ETF
IEFA

Overview Fund Activity

920 hedge funds and large institutions have $48.6B invested in iShares Core MSCI EAFE ETF in 2019 Q1 according to their latest regulatory filings, with 94 funds opening new positions, 403 increasing their positions, 334 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
920
Holders Change
+28
Holders Change %
+3.14%
% of All Funds
19.94%
Holding in Top 10
200
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+2.04%
% of All Funds
4.34%
New
94
Increased
403
Reduced
334
Closed
55
Calls
$11.7M
Puts
$9.24M
Net Calls
+$2.48M
Net Calls Change
+$1.18M

Top Buyers

1
Jones Financial Companies
Jones Financial Companies
Missouri
+$1.68B
2
TF
TIAA FSB
Florida
+$1.38B
3
RJA
Raymond James & Associates
Florida
+$197M
4
UBS Group
UBS Group
Switzerland
+$186M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$182M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$1.59B
2
SIM
Strategic Investment Management
Virginia
-$378M
3
USAA
United Services Automobile Association
Texas
-$284M
4
HSBC Holdings
HSBC Holdings
United Kingdom
-$180M
5
LMGAM
Liberty Mutual Group Asset Management
Massachusetts
-$145M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACS
601
Archford Capital Strategies
Illinois
$699K – – –
PIMG
602
Patriot Investment Management Group
Tennessee
$690K +$690K +11,361 New
TIA
603
Tiemann Investment Advisors
California
$679K +$53K +873 +8%
OFG
604
OmniStar Financial Group
North Carolina
$677K +$83.8K +1,378 +14%
IWS
605
Insight Wealth Strategies
California
$675K +$675K +11,106 New
MSA
606
Marino Stram & Associates
Massachusetts
$670K -$206K -3,396 -24%
LFG
607
Larson Financial Group
Missouri
$667K +$12.7K +209 +2%
FWIA
608
Fort Washington Investment Advisors
Ohio
$664K -$232K -3,817 -26%
BJ
609
Brouwer & Janachowski
California
$650K – – –
BRWM
610
B. Riley Wealth Management
Tennessee
$650K +$25.2K +414 +4%
TD Asset Management
611
TD Asset Management
Ontario, Canada
$638K – – –
SBH
612
Segall Bryant & Hamill
Illinois
$630K +$96.4K +1,588 +18%
FNBT
613
FineMark National Bank & Trust
Florida
$626K +$83.7K +1,376 +15%
EWA
614
EP Wealth Advisors
California
$623K +$623K +10,258 New
EWM
615
Empirical Wealth Management
Washington
$617K – – –
BOTW
616
Bank of the West
California
$607K +$23K +379 +4%
TCM
617
Tufton Capital Management
Maryland
$603K -$52.7K -867 -8%
NFG
618
Next Financial Group
Texas
$601K -$2.02M -33,231 -77%
BFEC
619
Benjamin F. Edwards & Company
Missouri
$601K +$8.08K +133 +1%
NFH
620
NEXT Financial Holdings
Texas
$601K +$601K +9,900 New
FNBTCON
621
First National Bank & Trust Co of Newtown
Pennsylvania
$593K -$71.8K -1,180 -11%
BWCS
622
Beirne Wealth Consulting Services
Connecticut
$590K -$139K -2,290 -19%
WS
623
Wedbush Securities
California
$589K +$92.6K +1,524 +19%
S
624
SignatureFD
Georgia
$585K -$51.1K -841 -8%
PIA
625
Pinion Investment Advisors
Kansas
$583K +$52.9K +871 +10%
23 24
25
26 27