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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 %
PFGIA
726
Patriot Financial Group Insurance Agency
Massachusetts
$306K +$289K +4,747 +1,660%
CCM
727
Cribstone Capital Management
Maine
$305K +$851 +14 +0.3%
BCM
728
Bienville Capital Management
New York
$300K – – –
AA
729
Advisory Alpha
Michigan
$300K -$202K -3,320 -40%
TCM
730
TD Capital Management
Tennessee
$297K -$138K -2,271 -32%
KFA
731
Kays Financial Advisory
Georgia
$295K +$22.8K +375 +8%
PGAM
732
Princeton Global Asset Management
New Jersey
$294K – – –
ACM
733
Argent Capital Management
Missouri
$294K +$67.4K +1,110 +30%
LSPW
734
Lake Street Private Wealth
Illinois
$294K +$294K +4,830 New
EIA
735
Eldridge Investment Advisors
New Hampshire
$293K – – –
Mercer Global Advisors
736
Mercer Global Advisors
Colorado
$291K +$291K +4,787 New
HB
737
Homrich & Berg
Georgia
$288K -$34.4K -565 -11%
RGC
738
Roberts, Glore & Co
Illinois
$287K +$287K +4,729 New
AFM
739
Andesa Financial Management
Pennsylvania
$286K +$286K +4,670 New
CNB
740
Camden National Bank
Maine
$285K -$33.5K -551 -11%
TPA
741
Trivium Point Advisory
Connecticut
$285K +$9.35K +154 +3%
PO
742
Private Ocean
California
$285K +$112K +1,845 +65%
BHWM
743
Bar Harbor Wealth Management
New Hampshire
$285K +$285K +4,697 New
PWA
744
Peterson Wealth Advisors
Utah
$284K -$98.5K -1,581 -26%
Victory Capital Management
745
Victory Capital Management
Texas
$284K +$91.3K +1,504 +47%
OCM
746
One Capital Management
California
$283K – – –
QPWM
747
Quadrant Private Wealth Management
Pennsylvania
$277K -$8.03K -132 -3%
SSWM
748
Sheets Smith Wealth Management
North Carolina
$276K -$40.1K -660 -13%
MIM
749
Macroview Investment Management
Maryland
$274K -$13.7K -225 -5%
CBFP
750
Cedar Brook Financial Partners
Ohio
$273K -$51.2K -844 -16%
28 29
30
31 32