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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 %
RCA
676
Rowland Carmichael Advisors
Arizona
$375K +$40.7K +741 +12%
SFI
677
SPC Financial Inc
Maryland
$373K -$39.9K -725 -10%
TCM
678
Twele Capital Management
Minnesota
$373K +$373K +6,780 New
PMG
679
ProVise Management Group
Florida
$372K -$990 -18 -0.3%
PFS
680
Prospera Financial Services
Texas
$371K -$28.1K -502 -7%
SVWA
681
Sound View Wealth Advisors
Georgia
$369K +$369K +6,704 New
MOS
682
MGO One Seven
Ohio
$367K -$170K -3,102 -32%
WB
683
WesBanco Bank
West Virginia
$363K -$11.4K -208 -3%
WWM
684
Willingdon Wealth Management
North Carolina
$363K +$18.1K +330 +5%
MIH
685
Madison Investment Holdings
Wisconsin
$360K -$1.82M -33,152 -84%
FNC
686
First National Corp
Massachusetts
$359K +$359K +6,534 New
NL
687
NWAM LLC
Washington
$352K +$352K +6,401 New
Lido Advisors
688
Lido Advisors
California
$349K +$170K +3,098 +95%
BWP
689
Bernardo Wealth Planning
Pennsylvania
$349K +$349K +6,343 New
FIM
690
Freedom Investment Management
Connecticut
$343K +$17.9K +325 +5%
KF
691
Krilogy Financial
Missouri
$343K +$96K +1,748 +39%
QCIG
692
Quad-Cities Investment Group
Iowa
$342K +$28.7K +520 +9%
PWA
693
Peterson Wealth Advisors
Utah
$338K -$211K -3,830 -38%
GCA
694
Gradient Capital Advisors
California
$334K +$334K +6,064 New
WWM
695
Windsor Wealth Management
Indiana
$333K -$3.53K -64 -1%
SS
696
Sunbelt Securities
Texas
$332K +$332K +2,992 New
SFA
697
Sequoia Financial Advisors
Ohio
$331K +$331K +6,017 New
G
698
Gainplan
Michigan
$325K +$5.11K +93 +2%
MFBTD
699
MB Financial Bank - Trust Department
Illinois
$321K +$169K +3,078 +112%
AOWM
700
Alpha Omega Wealth Management
Virginia
$319K -$24.8K -450 -7%
26 27
28
29 30