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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 %
Mariner
51
Mariner
Kansas
$138M +$13.1M +200,571 +10%
PAS
52
Park Avenue Securities
New York
$136M -$2.19M -33,517 -2%
Commonwealth Equity Services
53
Commonwealth Equity Services
Massachusetts
$136M +$11.8M +181,338 +10%
WHG
54
Westwood Holdings Group
Texas
$127M -$985K -15,098 -0.8%
Baird Financial Group
55
Baird Financial Group
Wisconsin
$126M +$22.1M +338,232 +21%
MOACM
56
Mutual of America Capital Management
New York
$123M +$20.9M +320,725 +20%
MMI
57
Matson Money Inc
Ohio
$121M +$121M +1,859,547 New
Neuberger Berman Group
58
Neuberger Berman Group
New York
$120M +$3.83M +58,745 +3%
LMIM
59
Lockheed Martin Investment Management
Maryland
$117M +$31.2M +478,000 +36%
CCWA
60
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$113M +$7.65M +117,247 +7%
BP
61
Ballentine Partners
Massachusetts
$112M -$2.73M -41,895 -2%
LTFS
62
Ladenburg Thalmann Financial Services
Florida
$111M +$13.1M +254,175 +13%
JRP
63
Jasper Ridge Partners
California
$111M +$14.4M +220,491 +15%
AWM
64
Altium Wealth Management
New York
$106M +$9.55M +146,341 +10%
Mirae Asset Global Investments
65
Mirae Asset Global Investments
South Korea
$104M +$86.1K +1,320 +0.1%
HighTower Advisors
66
HighTower Advisors
Illinois
$103M +$10.1M +154,858 +11%
AAS
67
Avantax Advisory Services
Texas
$97.5M +$94.9M +1,454,011 +3,633%
CI Investments Inc
68
CI Investments Inc
Ontario, Canada
$94.9M +$93.9M +1,438,371 +9,377%
FHB
69
First Hawaiian Bank
Hawaii
$91M +$1.34M +20,555 +1%
MML Investors Services
70
MML Investors Services
Massachusetts
$87.2M +$2.91M +44,571 +3%
State of New Jersey Common Pension Fund D
71
State of New Jersey Common Pension Fund D
New Jersey
$78.3M – – –
JA
72
JOYN Advisors
Georgia
$76.5M -$2.55M -39,147 -3%
FBFS
73
First Business Financial Services
Wisconsin
$72.8M +$164K +2,513 +0.2%
RWM
74
RKL Wealth Management
Pennsylvania
$72.6M +$2.71M +41,599 +4%
Bank of Montreal
75
Bank of Montreal
Ontario, Canada
$72.2M -$5.93M -90,832 -8%
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