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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 %
Chevy Chase Trust
751
Chevy Chase Trust
Maryland
$242K +$188K +3,426 +349%
DWM
752
Dakota Wealth Management
Florida
$239K -$44.6K -703 -16%
CA
753
Claro Advisors
Massachusetts
$236K +$236K +3,688 New
JFA
754
Johanson Financial Advisors
California
$234K -$325K -5,896 -58%
NCM
755
Northwest Capital Management
Oregon
$230K – – –
DAS
756
Dynamic Advisor Solutions
Arizona
$229K -$33.9K -583 -13%
APP
757
Avantax Planning Partners
Iowa
$228K +$68.1K +1,241 +43%
NIM
758
Northeast Investment Management
Massachusetts
$227K +$227K +4,129 New
BWL
759
Bogart Wealth LLC
Virginia
$223K -$12.3K -225 -5%
AIA
760
Arbor Investment Advisors
North Carolina
$223K +$223K +4,046 New
MAS
761
Madden Advisory Services
Florida
$222K -$11K -201 -5%
NFG
762
Nations Financial Group
Iowa
$219K +$219K +3,977 New
BOPW
763
Brandywine Oak Private Wealth
Pennsylvania
$217K +$217K +5,662 New
WT
764
Washington Trust
Rhode Island
$214K +$214K +3,883 New
EIA
765
Edgemoor Investment Advisors
Maryland
$212K +$212K +3,854 New
ABC
766
Associated Banc-Corp
Wisconsin
$209K -$385 -7 -0.2%
SC
767
Scotia Capital
Ontario, Canada
$209K +$209K +3,804 New
CDIA
768
Capital Directions Investment Advisors
Georgia
$207K +$8.76K +159 +4%
MG
769
MilWealth Group
Wisconsin
$206K +$206K +3,750 New
LNWWM
770
Laird Norton Wetherby Wealth Management
California
$206K -$635K -11,551 -75%
KWA
771
KCS Wealth Advisory
California
$206K -$208K -3,780 -50%
ACM
772
Argent Capital Management
Missouri
$205K – – –
WAP
773
Wealthcare Advisory Partners
Pennsylvania
$203K -$79.2K -1,438 -28%
WFM
774
Wolff Financial Management
Michigan
$202K +$202K +3,669 New
FHC
775
First Heartland Consultants
Missouri
$201K +$3.18K +58 +2%
29 30
31
32 33