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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 %
BSW
626
Buckingham Strategic Wealth
Missouri
$512K +$242K +4,389 +89%
FCB
627
First Command Bank
Texas
$511K -$419K -7,620 -45%
FCFS
628
First Command Financial Services
Texas
$511K -$419K -7,620 -45%
CSPIA
629
Cary Street Partners Investment Advisory
Virginia
$505K +$505K +9,184 New
RMDI
630
R.M. Davis Inc
Maine
$505K +$505K +9,187 New
MFS
631
McNamara Financial Services
Massachusetts
$504K – – –
PJSIMP
632
P.J. Schmidt Investment Management (PJS)
Wisconsin
$501K -$564K -10,251 -53%
MFG
633
Magnus Financial Group
New York
$499K +$499K +9,064 New
BHWM
634
Bay Harbor Wealth Management
Maryland
$497K +$497K +9,040 New
BFO
635
Boston Family Office
Massachusetts
$494K – – –
AIP
636
Ahrens Investment Partners
Louisiana
$494K +$494K +8,990 New
FNBT
637
FineMark National Bank & Trust
Florida
$491K +$23.2K +421 +5%
NF
638
Nikulski Financial
Iowa
$485K +$3.52K +64 +0.7%
AWM
639
AE Wealth Management
Kansas
$485K +$163K +2,954 +50%
CAC
640
Certified Advisory Corp
Florida
$484K +$51.4K +933 +12%
SBH
641
Segall Bryant & Hamill
Illinois
$484K +$484K +8,792 New
AWMG
642
Alliance Wealth Management Group
New Jersey
$483K +$483K +8,777 New
PIA
643
Pinion Investment Advisors
Kansas
$480K -$126K -2,286 -21%
AA
644
Advisory Alpha
Michigan
$478K -$422K -7,285 -47%
G
645
GenTrust
Florida
$476K +$1.1K +20 +0.2%
NPA
646
Nichols & Pratt Advisers
Massachusetts
$475K -$46.8K -850 -9%
DI
647
DFPG Investments
Utah
$475K +$475K +8,629 New
CFG
648
Cooper Financial Group
California
$475K +$475K +8,640 New
LG
649
Leuthold Group
Minnesota
$470K -$107K -1,938 -18%
Calamos Advisors
650
Calamos Advisors
Illinois
$464K +$81.9K +1,490 +21%
24 25
26
27 28