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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 %
EAM
601
Evanson Asset Management
California
$1.81M – – –
PP
602
PrairieView Partners
Minnesota
$1.8M -$81K -1,241 -4%
PPP
603
Private Portfolio Partners
New Jersey
$1.8M +$79K +1,211 +5%
KL
604
KWMG LLC
Kansas
$1.8M +$228K +3,495 +15%
SVWAG
605
Sound View Wealth Advisors Group
Georgia
$1.79M +$194K +2,970 +12%
SCP
606
Silverleafe Capital Partners
Tennessee
$1.79M +$1.79M +27,433 New
BBHC
607
Brown Brothers Harriman & Co
New York
$1.78M -$522 -8 -0%
PFS
608
Prospera Financial Services
Texas
$1.77M -$196 -3 -0%
IP
609
Investment Partners
Ohio
$1.75M +$97.9K +1,501 +6%
CAS
610
Cascadia Advisory Services
Oregon
$1.75M +$1.75M +26,884 New
CS
611
Credit Suisse
Switzerland
$1.74M -$178K -2,729 -9%
PPSG
612
Princeton Portfolio Strategies Group
New Jersey
$1.73M +$1.73M +26,524 New
MAS
613
Managed Account Services
Florida
$1.7M +$199K +3,037 +13%
Lido Advisors
614
Lido Advisors
California
$1.69M +$1.11M +16,957 +189%
FUBT
615
First United Bank & Trust
Maryland
$1.66M +$212K +3,256 +15%
GM
616
GeoWealth Management
Illinois
$1.66M +$1.26M +19,308 +313%
EWM
617
Evercore Wealth Management
New York
$1.66M +$55.5K +850 +3%
WA
618
Waverly Advisors
Alabama
$1.66M -$44.2K -676 -3%
DWT
619
Dorsey & Whitney Trust
South Dakota
$1.66M +$646K +9,902 +64%
MPWT
620
MassMutual Private Wealth & Trust
Connecticut
$1.65M +$28.2K +432 +2%
FT
621
Fiduciary Trust
Massachusetts
$1.65M +$212K +3,243 +15%
CFA
622
Carroll Financial Associates
North Carolina
$1.63M -$52.8K -810 -3%
HWA
623
Hilltop Wealth Advisors
North Carolina
$1.63M +$1.63M +24,902 New
HFA
624
HC Financial Advisors
California
$1.61M -$53.2K -815 -3%
SFG
625
SevenBridge Financial Group
Pennsylvania
$1.6M +$259K +3,965 +19%
23 24
25
26 27