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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 %
IBOK
701
Independence Bank of Kentucky
Kentucky
$318K +$194K +3,525 +157%
SCP
702
Silverleafe Capital Partners
Tennessee
$317K -$535K -9,734 -63%
FEM
703
Fulcrum Equity Management
Texas
$317K +$317K +5,765 New
GWCM
704
Godshalk Welsh Capital Management
Pennsylvania
$311K +$311K +5,650 New
WP
705
WealthPLAN Partners
Nebraska
$309K +$309K +5,188 New
PAI
706
Pittenger & Anderson Inc
Nebraska
$308K -$116K -2,115 -27%
MHS
707
M Holdings Securities
Oregon
$307K -$224K -4,078 -42%
RWA
708
River Wealth Advisors
Pennsylvania
$306K -$120K -2,173 -28%
LWANC
709
Laurel Wealth Advisors (North Carolina)
North Carolina
$306K +$306K +5,558 New
TRCT
710
Tower Research Capital (TRC)
New York
$303K +$293K +5,328 +3,045%
ACA
711
Anchor Capital Advisors
Massachusetts
$302K – – –
AP
712
Appleton Partners
Massachusetts
$301K -$33K -600 -10%
TSS
713
Two Sigma Securities
New York
$299K +$299K +5,442 New
MWM
714
MorganRosel Wealth Management
Colorado
$297K +$297K +5,400 New
CCM
715
Canal Capital Management
Virginia
$295K -$14.5K -264 -5%
AWA
716
Arete Wealth Advisors
Illinois
$294K +$3.52K +64 +1%
CBFP
717
Cedar Brook Financial Partners
Ohio
$294K +$294K +5,343 New
AW
718
ACG Wealth
Georgia
$293K +$36.4K +662 +14%
ZIM
719
Zacks Investment Management
Illinois
$292K +$292K +5,302 New
HB
720
Homrich & Berg
Georgia
$291K +$291K +5,297 New
BCM
721
Bourgeon Capital Management
Connecticut
$289K -$104K -1,890 -26%
GA
722
GFS Advisors
Texas
$289K +$68.8K +1,250 +31%
FWCM
723
Ferguson Wellman Capital Management
Oregon
$288K -$43.6K -792 -13%
CNB
724
Camden National Bank
Maine
$288K +$77.2K +1,405 +37%
CPIA
725
Cornell Pochily Investment Advisors
New York
$288K +$93.4K +1,702 +48%
27 28
29
30 31