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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 %
NPA
651
Nichols & Pratt Advisers
Massachusetts
$491K -$36.7K -600 -7%
ACI
652
Alpha Cubed Investments
California
$489K -$4.07K -67 -0.8%
KA
653
Kovack Advisors
Florida
$485K -$15.2K -250 -3%
HNB
654
Huntington National Bank
Ohio
$484K -$568K – –
BF
655
BOK Financial
Oklahoma
$474K -$1.1M -18,148 -70%
PJSIMP
656
P.J. Schmidt Investment Management (PJS)
Wisconsin
$474K -$80.1K -1,317 -14%
AWP
657
Ascent Wealth Partners
New York
$473K -$583K -9,600 -55%
GFP
658
Gryphon Financial Partners
Ohio
$473K -$138K -2,277 -23%
MOS
659
MGO One Seven
Ohio
$472K +$66.4K +1,095 +16%
WP
660
WealthPLAN Partners
Nebraska
$464K +$150K +2,475 +48%
AIP
661
Ahrens Investment Partners
Louisiana
$455K -$91.8K -1,509 -17%
SWM
662
SeaCrest Wealth Management
New York
$452K -$5.35K -88 -1%
IPW
663
Inlet Private Wealth
Florida
$452K +$452K +7,432 New
DI
664
DFPG Investments
Utah
$450K -$84.7K -1,367 -16%
KWM
665
Kingsview Wealth Management
Oregon
$450K +$450K +7,398 New
BII
666
Bainco International Investors
Massachusetts
$447K – – –
APC
667
Aspire Private Capital
North Carolina
$445K +$29.9K +493 +7%
SVWA
668
Sound View Wealth Advisors
Georgia
$444K +$36.9K +608 +9%
IBOK
669
Independence Bank of Kentucky
Kentucky
$442K +$91.1K +1,500 +26%
QAM
670
QCI Asset Management
New York
$441K -$20.1K -330 -4%
MWC
671
MKD Wealth Coaches
Michigan
$439K -$2.3M -37,795 -84%
BWP
672
Bernardo Wealth Planning
Pennsylvania
$439K +$53.7K +884 +14%
FHA
673
Flagship Harbor Advisors
Massachusetts
$437K -$8.31K -137 -2%
GCA
674
Gradient Capital Advisors
California
$433K +$64.8K +1,067 +18%
BDF
675
Black Diamond Financial
Maryland
$429K +$429K +7,060 New
25 26
27
28 29