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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 %
GEA
826
Glen Eagle Advisors
New Jersey
$48.6K – – –
AIA
827
Alera Investment Advisors
Illinois
$48K +$48K +872 New
LC
828
Lindbrook Capital
California
$47K +$47K +855 New
JCM
829
Jacobi Capital Management
Pennsylvania
$43K -$9.82K -180 -19%
POIA
830
Pin Oak Investment Advisors
Texas
$43K – – –
AWM
831
Avior Wealth Management
Nebraska
$43K +$14.7K +268 +52%
ESB
832
Essex Savings Bank
Connecticut
$39K +$39K +702 New
PB
833
Pinnacle Bancorp
Nebraska
$39K +$39K +704 New
SIAP
834
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$38K – – –
SIAS
835
Shine Investment Advisory Services
Colorado
$37K +$37K +677 New
CFD
836
Creative Financial Designs
Indiana
$36K -$14.7K -266 -29%
AWMS
837
Advocacy Wealth Management Services
Georgia
$36K +$9.86K +181 +38%
HI
838
Hudock Inc
Pennsylvania
$35K +$4.46K +83 +15%
VCM
839
Versant Capital Management
Arizona
$35K +$18.8K +344 +116%
AIA
840
Arcadia Investment Advisors
Idaho
$34.9K – – –
PMFA
841
Plante Moran Financial Advisors
Michigan
$34K +$34K +616 New
FWC
842
First Washington Corp
Washington
$32K – – –
SNT
843
Security National Trust
West Virginia
$30K -$38.8K -697 -56%
FPFS
844
First Personal Financial Services
North Carolina
$30K -$15.6K -285 -34%
TSW
845
Thompson Siegel & Walmsley
Virginia
$30K – – –
FRA
846
Front Row Advisors
California
$28K – – –
NL
847
NVWM LLC
Pennsylvania
$28K +$28K +503 New
CG
848
Cutler Group
California
$27K +$10.8K +200 +67%
PFO
849
Pathstone Family Office
New Jersey
$27K +$23.9K +430 +782%
KPW
850
Kore Private Wealth
New York
$25K +$25K +459 New
32 33
34
35 36