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iShares Core MSCI EAFE ETF
IEFA

Overview Fund Activity

948 hedge funds and large institutions have $52.7B invested in iShares Core MSCI EAFE ETF in 2019 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 445 increasing their positions, 307 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
948
Holders Change
+5
Holders Change %
+0.53%
% of All Funds
20.82%
Holding in Top 10
209
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+1.95%
% of All Funds
4.59%
New
76
Increased
445
Reduced
307
Closed
63
Calls
$3.25M
Puts
$480K
Net Calls
+$2.77M
Net Calls Change
-$1.63M

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$284M
2
Victory Capital Management
Victory Capital Management
Texas
+$224M
3
BlackRock
BlackRock
New York
+$208M
4
Wells Fargo
Wells Fargo
California
+$205M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$154M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$563M
2
Jane Street
Jane Street
New York
-$382M
3
FTUS
Flow Traders U.S.
New York
-$260M
4
Bank of America
Bank of America
North Carolina
-$221M
5
USAA
United Services Automobile Association
Texas
-$176M
Name Holding Trade Value Shares
Change 		Shares
Change %
G
676
GenTrust
Florida
$530K – – –
MOS
677
MGO One Seven
Ohio
$529K -$87.7K -1,435 -14%
PIA
678
Pinion Investment Advisors
Kansas
$529K -$25.5K -417 -5%
EWA
679
ERTS Wealth Advisors
Michigan
$526K -$4.68M -76,716 -90%
MWC
680
MKD Wealth Coaches
Michigan
$523K -$3.76M -61,469 -88%
OCM
681
One Capital Management
California
$518K – – –
APA
682
American Portfolios Advisors
New York
$512K +$49.5K +810 +11%
MFS
683
McNamara Financial Services
Massachusetts
$512K -$61.4K -1,000 -11%
RCG
684
Rock Creek Group
District of Columbia
$512K +$55.3K +906 +12%
EWM
685
Empirical Wealth Management
Washington
$504K -$79.5K -1,301 -14%
AWA
686
Arete Wealth Advisors
Illinois
$501K +$203K +3,318 +68%
WC
687
Wexford Capital
Florida
$500K +$500K +8,195 New
NWM
688
Northwest Wealth Management
Iowa
$497K – – –
HHGA
689
Halbert Hargrove Global Advisors
California
$497K +$497K +8,133 New
Nisa Investment Advisors
690
Nisa Investment Advisors
Missouri
$495K – – –
BRWM
691
B. Riley Wealth Management
Tennessee
$495K – – –
GAM
692
Gould Asset Management
California
$494K – – –
MWM
693
Meridian Wealth Management
Kentucky
$482K +$82.3K +1,347 +21%
SAM
694
Shamrock Asset Management
Texas
$477K -$11.2K -184 -2%
FWIA
695
Fort Washington Investment Advisors
Ohio
$476K -$47.2K -774 -9%
GFP
696
Gryphon Financial Partners
Ohio
$475K – – –
LWANC
697
Laurel Wealth Advisors (North Carolina)
North Carolina
$470K +$6.11K +100 +1%
KF
698
Krilogy Financial
Missouri
$454K +$47K +770 +12%
JWM
699
JGP Wealth Management
Oregon
$451K +$89.6K +1,510 +25%
Principal Financial Group
700
Principal Financial Group
Iowa
$448K +$152K +2,487 +51%
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