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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 %
SFSIG
801
San Francisco Sentry Investment Group
California
$83K +$17.1K +313 +26%
TFS
802
TrustCore Financial Services
Tennessee
$82K -$100K -1,831 -55%
MCM
803
Manchester Capital Management
Vermont
$81K – – –
AIC
804
Archer Investment Corporation
Indiana
$81K +$81K +1,475 New
BC
805
Barnett & Company
Tennessee
$80K – – –
DWM
806
Doyle Wealth Management
Florida
$80K +$80K +1,456 New
AIM
807
Advantage Investment Management
Iowa
$77K -$27.8K -506 -27%
EWM
808
Edge Wealth Management
New York
$76K +$76K +1,381 New
CHP
809
Cable Hill Partners
Oregon
$75K -$66.1K -1,205 -47%
TCCM
810
Timber Creek Capital Management
Massachusetts
$74K – – –
GSIS
811
Global Strategic Investment Solutions
Arizona
$74K +$74K +1,353 New
LFA
812
Legacy Financial Advisors
Kentucky
$73K -$3.71M -67,126 -98%
BAM
813
Barrett Asset Management
New York
$72K – – –
CMBA
814
C.M. Bidwell & Associates
Hawaii
$72K +$62.9K +1,146 +695%
AAP
815
Arax Advisory Partners
Colorado
$70K +$70K +1,277 New
AIM
816
Anchor Investment Management
South Carolina
$68.3K – – –
FANJ
817
Financial Architects (New Jersey)
New Jersey
$63K +$17.4K +318 +38%
GI
818
Gradient Investments
Minnesota
$63K +$55.5K +1,006 +745%
LWM
819
Lenox Wealth Management
Ohio
$62K +$23.6K +433 +62%
1IA
820
1834 Investment Advisors
Wisconsin
$60K +$823 +15 +1%
CWM
821
Catamount Wealth Management
Connecticut
$59K +$59K +1,000 New
C
822
Cliffwater
California
$57K – – –
SA
823
SRH Advisors
Kansas
$56K – – –
IWA
824
Intercontinental Wealth Advisors
Texas
$55K +$55K +1,000 New
FA
825
Fortis Advisors
Pennsylvania
$51K – – –
31 32
33
34 35