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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 %
IBOK
751
Independence Bank of Kentucky
Kentucky
$768K +$20.9K +320 +3%
ANTB
752
AMG National Trust Bank
Colorado
$765K +$765K +11,721 New
CCMD
753
Cypress Capital Management (Delaware)
Delaware
$762K +$143K +2,196 +23%
EA
754
Efficient Advisors
Ohio
$759K -$8.41K -129 -1%
SC
755
Sepio Capital
Utah
$750K -$3.15M -48,273 -81%
APA
756
American Portfolios Advisors
New York
$739K +$192K +2,941 +35%
TCM
757
Tufton Capital Management
Maryland
$737K +$30.6K +470 +4%
SIM
758
Sadoff Investment Management
Wisconsin
$736K +$736K +11,280 New
BWP
759
Bernardo Wealth Planning
Pennsylvania
$733K +$294K +4,504 +67%
BII
760
Bainco International Investors
Massachusetts
$732K -$8.81K -135 -1%
SQA
761
Simon Quick Advisors
New Jersey
$724K +$676K +10,351 +1,393%
Kovitz Investment Group Partners
762
Kovitz Investment Group Partners
Illinois
$720K +$53.1K +814 +8%
S
763
SignatureFD
Georgia
$709K -$110K -1,693 -13%
AIP
764
Ahrens Investment Partners
Louisiana
$709K – – –
HWM
765
HighMark Wealth Management
Minnesota
$702K +$702K +10,775 New
EWM
766
Empirical Wealth Management
Washington
$694K +$156K +2,397 +29%
AWMG
767
Alliance Wealth Management Group
New Jersey
$690K -$325 -5 -0%
CFW
768
CA Family Wealth
California
$683K +$683K +10,464 New
DY
769
Dowling & Yahnke
California
$682K – – –
CFB
770
Cullen/Frost Bankers
Texas
$681K +$59.4K +910 +10%
PCM
771
Parsons Capital Management
Rhode Island
$680K +$6.26K +96 +0.9%
SIA
772
Strategic Investment Advisors
Michigan
$678K +$83.5K +1,280 +14%
MOS
773
MGO One Seven
Ohio
$672K +$108K +1,656 +19%
WAP
774
Wealthcare Advisory Partners
Pennsylvania
$672K +$320K +4,912 +91%
WSTAM
775
Wilbanks Smith & Thomas Asset Management
Virginia
$662K +$47.2K +723 +8%
29 30
31
32 33