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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 %
BP
51
Ballentine Partners
Massachusetts
$105M -$7.53M -123,920 -7%
BTS
52
BB&T Securities
Virginia
$94M +$15.1M +248,358 +19%
AC
53
Allstate Corporation
Illinois
$92.4M -$40.7M -669,060 -31%
Janney Montgomery Scott
54
Janney Montgomery Scott
Pennsylvania
$92.2M +$17.5M +288,697 +23%
FA
55
FDx Advisors
Illinois
$87.5M -$7.78M -128,023 -8%
SAS
56
Sage Advisory Services
Texas
$87.2M +$1.4M +23,043 +2%
Baird Financial Group
57
Baird Financial Group
Wisconsin
$84.5M -$33.7M -554,477 -29%
AWA
58
Alaska Wealth Advisors
Alaska
$83.6M +$48.3M +794,453 +137%
Mariner
59
Mariner
Kansas
$83.4M +$20.1M +331,498 +32%
Franklin Resources
60
Franklin Resources
California
$82.6M +$1.7M +28,018 +2%
CCWA
61
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$82.5M +$9.17M +150,925 +13%
FHB
62
First Hawaiian Bank
Hawaii
$80.8M +$1.04M +17,132 +1%
MML Investors Services
63
MML Investors Services
Massachusetts
$75.4M +$14.1M +232,462 +23%
LTFS
64
Ladenburg Thalmann Financial Services
Florida
$74.2M +$7.62M +124,954 +11%
State of New Jersey Common Pension Fund D
65
State of New Jersey Common Pension Fund D
New Jersey
$73M – – –
MOACM
66
Mutual of America Capital Management
New York
$71.7M +$13.1M +216,000 +22%
JA
67
JOYN Advisors
Georgia
$70.3M -$287K -4,715 -0.4%
ECG
68
Edge Capital Group
Georgia
$69.2M -$177K -2,910 -0.3%
FBFS
69
First Business Financial Services
Wisconsin
$63.5M +$6.28M +103,392 +11%
AHSW
70
Adventist Health System West
California
$63M +$6M +98,780 +11%
AWM
71
Altium Wealth Management
New York
$63M +$7.95M +130,795 +14%
RWM
72
RKL Wealth Management
Pennsylvania
$62.8M +$2.94M +48,419 +5%
LMIM
73
Lockheed Martin Investment Management
Maryland
$62M +$62M +1,020,000 New
BC
74
Bartlett & Co
Ohio
$61.2M +$5.02M +82,631 +9%
BCWM
75
Bartlett & Co Wealth Management
Ohio
$61.2M +$5.02M +82,631 +9%
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