IEFA icon

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 %
ACP
776
Arcus Capital Partners
Georgia
$200K +$2.8K +51 +1%
WAM
777
Wakefield Asset Management
Colorado
$185K +$185K +3,371 New
PFBT
778
Parkside Financial Bank & Trust
Missouri
$184K +$136K +2,476 +287%
Victory Capital Management
779
Victory Capital Management
Texas
$175K +$137K +2,487 +363%
ACM
780
AUA Capital Management
Pennsylvania
$165K – – –
PO
781
Private Ocean
California
$156K -$311K -5,667 -67%
Toronto Dominion Bank
782
Toronto Dominion Bank
Ontario, Canada
$155K -$2.04M -37,114 -93%
JFGIW
783
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$155K +$155K +2,817 New
M
784
MOTCO
Texas
$137K -$88.3K -1,604 -39%
IF
785
Ironwood Financial
Arizona
$132K +$132K +2,397 New
CB
786
CNB Bank
Pennsylvania
$127K -$4.46K -81 -3%
LPIC
787
LeJeune Puetz Investment Counsel
Michigan
$127K +$127K +2,300 New
OIA
788
Optimum Investment Advisors
Illinois
$126K +$7.04K +128 +6%
MA
789
Mangham Associates
Virginia
$119K -$496 -9 -0.4%
PCP
790
Proficio Capital Partners
Massachusetts
$110K – – –
HWM
791
Holloway Wealth Management
Florida
$109K -$127K – –
KTC
792
Kistler-Tiffany Companies
Pennsylvania
$109K +$109K +1,987 New
LWCFA
793
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$106K -$11K -200 -9%
APW
794
Acima Private Wealth
Virginia
$104K +$104K +1,893 New
CQS
795
Credential Qtrade Securities
$100K – – –
TFO
796
Tarbox Family Office
California
$92K – – –
CBT
797
Capital Bank & Trust
California
$92K +$87.5K +1,590 +1,963%
RFWA
798
RPg Family Wealth Advisory
Massachusetts
$90K – – –
PIA
799
Phoenix Investment Adviser
New York
$87K +$87K +1,580 New
DWM
800
Destination Wealth Management
California
$86K +$68.4K +1,238 +389%
30 31
32
33 34