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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 %
MFG
626
Merit Financial Group
Georgia
$1.59M +$846K +12,974 +113%
VCM
627
Vivaldi Capital Management
Illinois
$1.59M +$39.1K +600 +3%
GVAG
628
Great Valley Advisor Group
Delaware
$1.58M +$155K +2,375 +11%
TCA
629
Transcend Capital Advisors
New Jersey
$1.56M +$1.56M +23,962 New
MWA
630
Martel Wealth Advisors
Washington
$1.56M +$35.9K +550 +2%
KWM
631
Kingsview Wealth Management
Oregon
$1.56M +$261K +3,996 +20%
HF
632
HRT Financial
New York
$1.56M +$271K +4,149 +21%
SFA
633
Sequoia Financial Advisors
Ohio
$1.56M +$1.19M +18,181 +321%
JIC
634
Johnson Investment Counsel
Ohio
$1.56M +$148K +2,271 +11%
SFSG
635
Sound Financial Strategies Group
Mississippi
$1.55M +$1.55M +23,820 New
BAMG
636
Brand Asset Management Group
Missouri
$1.55M +$25.6K +392 +2%
FCM
637
Firestone Capital Management
Florida
$1.54M +$1.54M +23,603 New
RHBC
638
R.H. Bluestein & Co
Michigan
$1.53M +$583K +8,940 +62%
VWM
639
Valley Wealth Managers
New Jersey
$1.52M -$86.1K -1,319 -5%
VI
640
Vestcor Inc
New Brunswick, Canada
$1.51M +$1.51M +23,200 New
PG
641
Prostatis Group
Maryland
$1.51M +$1.51M +23,186 New
HCA
642
Heck Capital Advisors
Wisconsin
$1.51M -$73.7K -1,129 -5%
I2I
643
Insight 2811 Inc
Illinois
$1.51M -$60.5K -927 -4%
LWM
644
Laidlaw Wealth Management
New York
$1.5M +$1.5M +23,051 New
WWM
645
Western Wealth Management
Colorado
$1.5M -$756K -11,593 -33%
Deutsche Bank
646
Deutsche Bank
Germany
$1.49M +$26.4K +405 +2%
BIA
647
Bigelow Investment Advisors
Maine
$1.48M +$6K +92 +0.4%
CC
648
Chanos & Company
New York
$1.47M -$3.21M -49,174 -69%
JWA
649
JFS Wealth Advisors
Pennsylvania
$1.45M +$252K +3,859 +21%
EFSCE
650
Enterprise Financial Services Corp (EFSC)
Missouri
$1.45M +$26.2K +401 +2%
24 25
26
27 28