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iShares Core MSCI EAFE ETF
IEFA

Overview Fund Activity

1,119 hedge funds and large institutions have $59.6B invested in iShares Core MSCI EAFE ETF in 2019 Q4 according to their latest regulatory filings, with 224 funds opening new positions, 526 increasing their positions, 270 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,119
Holders Change
+171
Holders Change %
+18.04%
% of All Funds
22.1%
Holding in Top 10
271
Holding in Top 10 Change
+62
Holding in Top 10 Change %
+29.67%
% of All Funds
5.35%
New
224
Increased
526
Reduced
270
Closed
43
Calls
$1.69M
Puts
$1.58M
Net Calls
+$111K
Net Calls Change
-$2.66M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$966M
2
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
+$705M
3
Truist Financial
Truist Financial
North Carolina
+$435M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$210M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$150M

Top Sellers

1
M&T Bank
M&T Bank
New York
-$571M
2
BlackRock
BlackRock
New York
-$353M
3
RJA
Raymond James & Associates
Florida
-$334M
4
UBS AM
UBS AM
Illinois
-$220M
5
Wells Fargo
Wells Fargo
California
-$136M
Name Holding Trade Value Shares
Change 		Shares
Change %
OFG
676
Omega Financial Group
California
$1.26M +$16.8K +258 +1%
WC
677
Whitney & Co
New York
$1.24M +$55.7K +854 +5%
IDA
678
Intelligence Driven Advisers
California
$1.23M +$281K +4,304 +30%
Chevy Chase Trust
679
Chevy Chase Trust
Maryland
$1.23M +$1.23M +18,884 New
9WM
680
9258 Wealth Management
Ohio
$1.22M -$278K -4,264 -19%
GC
681
Gibson Capital
Pennsylvania
$1.21M – – –
MCM
682
Maxim Capital Management
California
$1.21M +$94.4K +1,717 +9%
TIA
683
Tiemann Investment Advisors
California
$1.2M +$82.2K +1,260 +7%
SLT
684
St Louis Trust
Missouri
$1.2M +$2.48K +38 +0.2%
BFA
685
Beacon Financial Advisory
Ohio
$1.19M +$1.19M +18,192 New
QCMC
686
Quantum Capital Management (California)
California
$1.18M – – –
VWA
687
V Wealth Advisors
Kansas
$1.16M – – –
ACP
688
Aviance Capital Partners
Florida
$1.16M +$813K +12,472 +233%
RT
689
Rockland Trust
Massachusetts
$1.16M -$89.3K -1,368 -7%
LWA
690
Lenox Wealth Advisors
New York
$1.16M +$15.1K +231 +1%
CMP
691
Courage Miller Partners
Virginia
$1.14M +$14.1K +216 +1%
PFA
692
Pathway Financial Advisors
Vermont
$1.13M -$17.2K -262 -1%
BMCM
693
Bryn Mawr Capital Management
Pennsylvania
$1.13M +$119K +1,830 +12%
BCA
694
Bay Colony Advisors
Massachusetts
$1.13M -$2.83K -43 -0.3%
RBC
695
Roble Belko & Company
Pennsylvania
$1.13M – – –
DWA
696
Divergent Wealth Advisors
Utah
$1.12M -$420K -6,434 -27%
HR
697
Hayden Royal
North Carolina
$1.09M -$122K -1,883 -10%
SS
698
Sunbelt Securities
Texas
$1.08M +$154K +2,377 +17%
PWAC
699
Private Wealth Advisors (California)
California
$1.08M -$63.4K -972 -6%
FFG
700
Ford Financial Group
California
$1.08M +$23.5K +360 +2%
26 27
28
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