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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 %
WCM
701
Windham Capital Management
Massachusetts
$365K +$365K +6,000 New
RCA
702
Rowland Carmichael Advisors
Arizona
$364K -$50.3K -829 -12%
HL
703
HeadInvest LLC
Maine
$363K -$294K -4,847 -45%
AOWM
704
Alpha Omega Wealth Management
Virginia
$359K +$6.09K +100 +2%
FNC
705
First National Corp
Massachusetts
$355K -$42.1K -692 -11%
G
706
Gainplan
Michigan
$354K -$5.66K -93 -2%
AP
707
Appleton Partners
Massachusetts
$353K +$20.1K +330 +6%
ACM
708
Allred Capital Management
Texas
$352K -$318K -5,169 -47%
CAC
709
Certified Advisory Corp
Florida
$352K -$182K -3,000 -34%
CHA
710
Cooper/Haims Advisors
New York
$351K -$95.9K -1,579 -21%
ZIM
711
Zacks Investment Management
Illinois
$340K +$17.6K +290 +5%
KFGK
712
Keystone Financial Group (Kentucky)
Kentucky
$337K +$43.3K +712 +15%
ACA
713
Aptus Capital Advisors
Alabama
$336K +$336K +5,534 New
QCM
714
Quest Capital Management
Texas
$330K -$5.37M -88,342 -94%
MWM
715
MorganRosel Wealth Management
Colorado
$328K – – –
PAI
716
Pittenger & Anderson Inc
Nebraska
$327K -$13.7K -225 -4%
OWA
717
Outlook Wealth Advisors
Texas
$326K +$326K +5,368 New
RWA
718
River Wealth Advisors
Pennsylvania
$323K -$15.3K -252 -5%
BCM
719
Bourgeon Capital Management
Connecticut
$319K – – –
FWCM
720
Ferguson Wellman Capital Management
Oregon
$318K – – –
ABC
721
Associated Banc-Corp
Wisconsin
$318K +$87.3K +1,436 +38%
PCA
722
Personal Capital Advisors
California
$309K -$176K -2,899 -36%
APW
723
Acima Private Wealth
Virginia
$309K +$194K +3,190 +169%
CIAS
724
Capital Investment Advisory Services
North Carolina
$308K -$132K -2,173 -30%
WDL
725
Well Done LLC
Michigan
$306K -$309K -5,085 -50%
27 28
29
30 31