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iShares Core MSCI EAFE ETF
IEFA

Overview Fund Activity

920 hedge funds and large institutions have $48.6B invested in iShares Core MSCI EAFE ETF in 2019 Q1 according to their latest regulatory filings, with 94 funds opening new positions, 403 increasing their positions, 334 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
920
Holders Change
+28
Holders Change %
+3.14%
% of All Funds
19.94%
Holding in Top 10
200
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+2.04%
% of All Funds
4.34%
New
94
Increased
403
Reduced
334
Closed
55
Calls
$11.7M
Puts
$9.24M
Net Calls
+$2.48M
Net Calls Change
+$1.18M

Top Buyers

1
Jones Financial Companies
Jones Financial Companies
Missouri
+$1.68B
2
TF
TIAA FSB
Florida
+$1.38B
3
RJA
Raymond James & Associates
Florida
+$197M
4
UBS Group
UBS Group
Switzerland
+$186M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$182M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$1.59B
2
SIM
Strategic Investment Management
Virginia
-$378M
3
USAA
United Services Automobile Association
Texas
-$284M
4
HSBC Holdings
HSBC Holdings
United Kingdom
-$180M
5
LMGAM
Liberty Mutual Group Asset Management
Massachusetts
-$145M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCP
801
Proficio Capital Partners
Massachusetts
$122K – – –
KTC
802
Kistler-Tiffany Companies
Pennsylvania
$121K – – –
HWM
803
Holloway Wealth Management
Florida
$120K -$109K – –
FPFS
804
First Personal Financial Services
North Carolina
$120K +$86.8K +1,429 +261%
CHP
805
Cable Hill Partners
Oregon
$116K +$32.7K +536 +39%
AIM
806
Advantage Investment Management
Iowa
$112K +$26.9K +444 +32%
CQS
807
Credential Qtrade Securities
$111K – – –
CB
808
CNB Bank
Pennsylvania
$110K -$30.5K -500 -22%
CBT
809
Capital Bank & Trust
California
$102K – – –
TFO
810
Tarbox Family Office
California
$101K – – –
EWM
811
Edge Wealth Management
New York
$100K +$15.8K +260 +19%
RFWA
812
RPg Family Wealth Advisory
Massachusetts
$99.5K – – –
PIA
813
Phoenix Investment Adviser
New York
$96K – – –
M
814
MOTCO
Texas
$94K -$57K -940 -38%
BMM
815
Buffington Mohr McNeal
Idaho
$93K +$93K +1,535 New
TFS
816
TrustCore Financial Services
Tennessee
$91K – – –
AWMS
817
Advocacy Wealth Management Services
Georgia
$91K +$50.3K +816 +123%
LWM
818
Lenox Wealth Management
Ohio
$90K +$21.1K +347 +31%
PC
819
Permanens Capital
New York
$90K +$90K +1,481 New
RIA
820
Realta Investment Advisors
Delaware
$89K +$89K +1,459 New
BC
821
Barnett & Company
Tennessee
$88K – – –
AIC
822
Archer Investment Corporation
Indiana
$87K -$2.74K -45 -3%
LWCFA
823
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$86K -$30.9K -510 -26%
TCCM
824
Timber Creek Capital Management
Massachusetts
$82K – – –
CMBA
825
C.M. Bidwell & Associates
Hawaii
$80K – – –
31 32
33
34 35