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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 %
NWM
676
Northwest Wealth Management
Iowa
$425K -$199K -3,280 -32%
TFGT
677
TS Financial Group (TSFG)
Illinois
$425K +$425K +6,989 New
FEM
678
Fulcrum Equity Management
Texas
$424K +$73.5K +1,208 +21%
SWM
679
Sequoia Wealth Management
Illinois
$424K +$424K +6,991 New
PMG
680
ProVise Management Group
Florida
$421K +$10.4K +172 +3%
SF
681
Summit Financial
New Jersey
$419K +$2.49K +41 +0.6%
PFA
682
Pinnacle Family Advisors
Missouri
$418K -$418K -6,886 -50%
FPCG
683
Fort Pitt Capital Group
Pennsylvania
$416K -$781K -12,842 -65%
SCM
684
Smith Capital Management
Arkansas
$416K -$1.34K -22 -0.3%
RMDI
685
R.M. Davis Inc
Maine
$413K -$145K -2,389 -26%
AWM
686
Alterna Wealth Management
Texas
$413K +$413K +6,803 New
Fisher Asset Management
687
Fisher Asset Management
Washington
$411K -$685K -11,282 -63%
LCM
688
Logan Capital Management
Pennsylvania
$411K -$414K -6,817 -50%
ODG
689
O'Dell Group
Ohio
$402K +$402K +6,613 New
DACG
690
Donor Advised Charitable Giving
California
$401K -$26.8K -440 -6%
MIH
691
Madison Investment Holdings
Wisconsin
$397K – – –
KF
692
Krilogy Financial
Missouri
$394K +$14.2K +234 +4%
LWANC
693
Laurel Wealth Advisors (North Carolina)
North Carolina
$391K +$53.6K +882 +16%
WB
694
WesBanco Bank
West Virginia
$389K -$12.5K -205 -3%
OBWP
695
O'Brien Wealth Partners
Massachusetts
$383K -$30K -494 -7%
BSW
696
Buckingham Strategic Wealth
Missouri
$382K -$183K -3,013 -32%
AW
697
ACG Wealth
Georgia
$372K +$48K +790 +15%
SFA
698
Sequoia Financial Advisors
Ohio
$371K +$4.93K +81 +1%
OWD
699
Osborn Williams & Donohoe
Ohio
$371K +$371K +6,000 New
NL
700
NWAM LLC
Washington
$367K -$21.5K -355 -6%
26 27
28
29 30