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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 %
Carson Wealth (CWM LLC)
51
Carson Wealth (CWM LLC)
Nebraska
$90.1M +$33.5M +608,283 +59%
NA
52
NextCapital Advisers
Illinois
$89.7M +$30.7M +560,257 +52%
FA
53
FDx Advisors
Illinois
$86.2M -$41.4M -751,873 -32%
SAS
54
Sage Advisory Services
Texas
$77.7M +$2.18M +39,671 +3%
MFG
55
Merit Financial Group
Georgia
$74.3M +$818K +11,698 +1%
Franklin Resources
56
Franklin Resources
California
$73.2M -$16.2M -293,802 -18%
FHB
57
First Hawaiian Bank
Hawaii
$72.2M +$2.79M +50,746 +4%
BTS
58
BB&T Securities
Virginia
$71.4M -$6.15M -111,762 -8%
Brown Advisory
59
Brown Advisory
Maryland
$68.4M +$45.3M +822,932 +196%
Janney Montgomery Scott
60
Janney Montgomery Scott
Pennsylvania
$67.6M +$14.2M +257,642 +27%
CCWA
61
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$66.4M -$1.29M -23,519 -2%
State of New Jersey Common Pension Fund D
62
State of New Jersey Common Pension Fund D
New Jersey
$66M – – –
JA
63
JOYN Advisors
Georgia
$63.9M -$2.73M -49,548 -4%
ECG
64
Edge Capital Group
Georgia
$62.8M +$62.8M +1,141,657 New
NA
65
Nottingham Advisors
New York
$61.1M +$3.08M +47,984 +5%
LTFS
66
Ladenburg Thalmann Financial Services
Florida
$60.4M +$20.4M +368,159 +51%
Jane Street
67
Jane Street
New York
$58.9M -$34.2M -621,495 -37%
CW
68
Cabot-Wellington
Massachusetts
$58M +$16.7M +303,254 +40%
Mariner
69
Mariner
Kansas
$57.3M +$40.2M +730,828 +235%
JPMPWA
70
J.P. Morgan Private Wealth Advisors
California
$57M +$26M +473,474 +84%
OC
71
Oakworth Capital
Alabama
$55.5M +$1.29M +23,477 +2%
MML Investors Services
72
MML Investors Services
Massachusetts
$55.4M +$9.51M +172,953 +21%
UOC
73
University of Chicago
Illinois
$54.9M – – –
Jones Financial Companies
74
Jones Financial Companies
Missouri
$54.7M +$37.5M +681,721 +218%
RWM
75
RKL Wealth Management
Pennsylvania
$54.1M -$1.63M -29,633 -3%
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