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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 %
PWAG
701
Polaris Wealth Advisory Group
California
$1.07M +$370K +5,612 +53%
State Street
702
State Street
Massachusetts
$1.05M +$100K +1,540 +11%
RVPG
703
Relative Value Partners Group
$1.05M +$275K +4,212 +36%
CBT
704
Capital Bank & Trust
California
$1.03M +$1.03M +15,846 New
WS
705
Wedbush Securities
California
$1.03M +$100K +1,538 +11%
OFG
706
OmniStar Financial Group
North Carolina
$1.02M +$90.2K +1,382 +10%
QCIG
707
Quad-Cities Investment Group
Iowa
$1.01M +$272K +4,181 +37%
TRCT
708
Tower Research Capital (TRC)
New York
$1.01M -$8.28M -127,017 -89%
OIA
709
OneDigital Investment Advisors
Kansas
$1.01M +$60.7K +930 +6%
AWM
710
Alterna Wealth Management
Texas
$1.01M +$80.3K +1,230 +9%
CS
711
Capital Square
Tennessee
$1M +$1M +15,389 New
HFS
712
Haverford Financial Services
Pennsylvania
$973K – – –
IP
713
Intellectus Partners
California
$973K +$163K +2,491 +20%
SCM
714
SOL Capital Management
Maryland
$968K +$88.7K +1,360 +10%
CBFP
715
Cedar Brook Financial Partners
Ohio
$962K +$527K +8,085 +121%
GCM
716
Gibraltar Capital Management
Oklahoma
$956K +$605K +9,284 +173%
EPA
717
Element Pointe Advisors
Florida
$951K +$302K +4,630 +47%
VHAM
718
Van Hulzen Asset Management
California
$938K +$938K +14,373 New
ESB
719
Essex Savings Bank
Connecticut
$932K -$101K -1,548 -10%
PAS
720
Partnervest Advisory Services
California
$931K -$57.3K -879 -6%
PV
721
Private Vista
Illinois
$930K +$3.66K +56 +0.4%
BW
722
Bison Wealth
Georgia
$927K +$684K +10,477 +281%
PCG
723
Private Capital Group
Connecticut
$925K -$329K -5,049 -26%
FHC
724
First Heartland Consultants
Missouri
$918K +$207K +3,170 +29%
BFS
725
Bradley Foster & Sargent
Connecticut
$917K +$917K +14,057 New
27 28
29
30 31