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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 %
SSWM
726
Sheets Smith Wealth Management
North Carolina
$286K -$37.6K -685 -12%
MWM
727
Meridian Wealth Management
Kentucky
$285K +$285K +5,189 New
CCM
728
Cribstone Capital Management
Maine
$275K +$266K +4,842 +2,971%
BCM
729
Bienville Capital Management
New York
$271K – – –
First Manhattan
730
First Manhattan
New York
$267K – – –
PGAM
731
Princeton Global Asset Management
New Jersey
$267K +$267K +4,854 New
KFGK
732
Keystone Financial Group (Kentucky)
Kentucky
$266K +$52K +945 +24%
EIA
733
Eldridge Investment Advisors
New Hampshire
$265K +$265K +4,825 New
HIMCH
734
Hartford Investment Management Co (HIMCO)
Connecticut
$262K +$20.3K +370 +8%
MIM
735
Macroview Investment Management
Maryland
$261K -$196K -3,552 -43%
JPG
736
Jordan Park Group
California
$259K -$1.03M -18,679 -80%
QPWM
737
Quadrant Private Wealth Management
Pennsylvania
$258K -$441 -8 -0.2%
BHIA
738
Birch Hill Investment Advisors
Massachusetts
$258K – – –
AIA
739
Angeles Investment Advisors
California
$258K +$258K +4,690 New
OCM
740
One Capital Management
California
$256K +$256K +4,649 New
BAM
741
Belpointe Asset Management
Nevada
$255K -$86.3K -1,570 -25%
FAG
742
Financial Advisory Group
Texas
$254K -$747K -13,564 -75%
LA
743
Legacy Advisors
Pennsylvania
$254K +$44.9K +815 +21%
TPA
744
Trivium Point Advisory
Connecticut
$250K +$250K +4,542 New
CPIG
745
Chicago Partners Investment Group
Illinois
$248K +$248K +4,301 New
SCA
746
Stillwater Capital Advisors
Pennsylvania
$248K +$248K +4,511 New
RCM
747
Radnor Capital Management
Pennsylvania
$247K – – –
KFA
748
Kays Financial Advisory
Georgia
$246K -$9.25K -168 -4%
PA
749
Pinnacle Associates
New York
$243K +$243K +4,419 New
SQA
750
Simon Quick Advisors
New Jersey
$242K -$7.76K -141 -3%
28 29
30
31 32