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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 %
LCM
801
Logan Capital Management
Pennsylvania
$557K +$106K +1,626 +24%
SAM
802
Secure Asset Management
Michigan
$555K +$555K +8,514 New
OCM
803
One Capital Management
California
$553K – – –
SWP
804
Strategic Wealth Partners
Ohio
$548K -$391K -5,987 -42%
RCG
805
Rock Creek Group
District of Columbia
$547K – – –
NWM
806
Northwest Wealth Management
Iowa
$542K +$10.6K +162 +2%
RA
807
Rational Advisors
New York
$542K +$542K +8,305 New
WAS
808
Wealth Advisory Solutions
Indiana
$542K +$542K +8,313 New
MFS
809
McNamara Financial Services
Massachusetts
$541K -$2.74K -42 -0.5%
EP
810
Eudaimonia Partners
Tennessee
$537K +$537K +8,236 New
BDF
811
Black Diamond Financial
Maryland
$533K +$72.2K +1,106 +16%
TP
812
Tranquility Partners
Tennessee
$529K -$45.5K -697 -8%
BF
813
BOK Financial
Oklahoma
$529K +$67.2K +1,030 +15%
MWM
814
Meridian Wealth Management
Kentucky
$523K +$8.48K +130 +2%
LSPW
815
Lake Street Private Wealth
Illinois
$522K +$48.6K +745 +10%
SFG
816
Sunburst Financial Group
Alabama
$519K +$519K +7,962 New
SCA
817
STALEY CAPITAL ADVISERS
Pennsylvania
$517K +$517K +7,919 New
CAC
818
Certified Advisory Corp
Florida
$516K +$43K +659 +9%
LWP
819
Legacy Wealth Planning
Nevada
$515K +$515K +7,899 New
CIAS
820
Capital Investment Advisory Services
North Carolina
$512K +$92.9K +1,424 +22%
SAM
821
Strategy Asset Managers
California
$506K +$506K +7,751 New
LG
822
Leuthold Group
Minnesota
$499K -$69.2K -1,060 -12%
FNBT
823
FineMark National Bank & Trust
Florida
$498K -$249K -3,824 -33%
FNC
824
First National Corp
Massachusetts
$496K +$40.7K +625 +9%
PWM
825
PBMares Wealth Management
Virginia
$490K +$490K +7,505 New
31 32
33
34 35