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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 %
RC
776
Roundview Capital
New Jersey
$661K +$661K +10,126 New
IA
777
IFG Advisory
Georgia
$660K +$41.4K +635 +7%
SBH
778
Segall Bryant & Hamill
Illinois
$659K -$136K -2,079 -17%
BAM
779
Belpointe Asset Management
Nevada
$648K +$24.8K +379 +4%
VA
780
Valmark Advisers
Ohio
$622K +$53.1K +815 +9%
LF
781
LifeSteps Financial
California
$619K +$619K +9,487 New
DLHL
782
Donald L. Hagan LLC
Florida
$616K -$11.9K -182 -2%
ODG
783
O'Dell Group
Ohio
$612K +$12K +184 +2%
GAM
784
Gould Asset Management
California
$609K +$81.4K +1,248 +15%
BJ
785
Brouwer & Janachowski
California
$608K -$102K -1,558 -14%
LFG
786
Larson Financial Group
Missouri
$601K -$42.4K -650 -7%
SCM
787
Smith Capital Management
Arkansas
$600K +$173K +2,661 +41%
LWANC
788
Laurel Wealth Advisors (North Carolina)
North Carolina
$584K +$82.6K +1,266 +16%
EA
789
Emerald Advisors
Washington
$580K +$580K +9,083 New
PIA
790
Pinion Investment Advisors
Kansas
$577K +$12.4K +190 +2%
BRWM
791
B. Riley Wealth Management
Tennessee
$576K +$47K +720 +9%
ACA
792
Anchor Capital Advisors
Massachusetts
$572K -$43.3K -663 -7%
JWM
793
JGP Wealth Management
Oregon
$569K +$71.9K +1,100 +14%
G
794
GenTrust
Florida
$568K +$1.24K +19 +0.2%
LF
795
Lantz Financial
Illinois
$567K +$567K +8,688 New
T
796
TrueFG
Texas
$566K +$566K +8,669 New
AWM
797
Altus Wealth Management
Kentucky
$566K +$566K +8,670 New
AWA
798
Arete Wealth Advisors
Illinois
$563K +$28K +429 +5%
FWIA
799
Fort Washington Investment Advisors
Ohio
$561K +$51.6K +791 +10%
NF
800
Nikulski Financial
Iowa
$557K -$52.9K -820 -9%
30 31
32
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