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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 %
Wealth Enhancement Advisory Services
651
Wealth Enhancement Advisory Services
Minnesota
$463K +$144K +2,486 +45%
KA
652
Kovack Advisors
Florida
$453K -$331K -6,016 -42%
WS
653
Wedbush Securities
California
$450K +$20.3K +368 +5%
ACI
654
Alpha Cubed Investments
California
$446K -$12.9M -233,961 -97%
PCA
655
Personal Capital Advisors
California
$439K +$439K +7,986 New
VA
656
Valmark Advisers
Ohio
$436K +$58.5K +1,063 +15%
IIC
657
Ironwood Investment Counsel
Arizona
$428K -$235K -4,276 -35%
BMCM
658
Bryn Mawr Capital Management
Pennsylvania
$428K +$112K +2,044 +36%
QAM
659
QCI Asset Management
New York
$417K -$21.1K -383 -5%
SWM
660
SeaCrest Wealth Management
New York
$414K – – –
BII
661
Bainco International Investors
Massachusetts
$405K +$405K +7,355 New
CHA
662
Cooper/Haims Advisors
New York
$405K +$405K +7,356 New
FHA
663
Flagship Harbor Advisors
Massachusetts
$403K -$1.41M -25,706 -78%
CIAS
664
Capital Investment Advisory Services
North Carolina
$398K -$17.6K -321 -4%
HFS
665
Howard Financial Services
Texas
$398K +$398K +7,233 New
DCM
666
Disciplina Capital Management
Tennessee
$395K +$395K +7,185 New
TCM
667
TD Capital Management
Tennessee
$393K +$192K +3,499 +96%
OBWP
668
O'Brien Wealth Partners
Massachusetts
$390K +$14.6K +254 +4%
BDF
669
Black Diamond Financial
Maryland
$387K – – –
DACG
670
Donor Advised Charitable Giving
California
$387K +$141K +2,568 +58%
APA
671
American Portfolios Advisors
New York
$380K +$19.2K +349 +5%
SCM
672
Smith Capital Management
Arkansas
$378K +$378K +6,866 New
SF
673
Summit Financial
New Jersey
$377K +$377K +6,846 New
APC
674
Aspire Private Capital
North Carolina
$376K +$376K +6,833 New
TVAMP
675
Tennessee Valley Asset Management Partners
Tennessee
$376K +$376K +6,840 New
25 26
27
28 29