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iShares Core MSCI EAFE ETF
IEFA

Overview Fund Activity

948 hedge funds and large institutions have $52.7B invested in iShares Core MSCI EAFE ETF in 2019 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 445 increasing their positions, 307 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
948
Holders Change
+5
Holders Change %
+0.53%
% of All Funds
20.82%
Holding in Top 10
209
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+1.95%
% of All Funds
4.59%
New
76
Increased
445
Reduced
307
Closed
63
Calls
$3.25M
Puts
$480K
Net Calls
+$2.77M
Net Calls Change
-$1.63M

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$284M
2
Victory Capital Management
Victory Capital Management
Texas
+$224M
3
BlackRock
BlackRock
New York
+$208M
4
Wells Fargo
Wells Fargo
California
+$205M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$154M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$563M
2
Jane Street
Jane Street
New York
-$382M
3
FTUS
Flow Traders U.S.
New York
-$260M
4
Bank of America
Bank of America
North Carolina
-$221M
5
USAA
United Services Automobile Association
Texas
-$176M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWPS
826
Pinnacle Wealth Planning Services
Ohio
$206K +$206K +3,383 New
KWA
827
KCS Wealth Advisory
California
$204K +$204K +3,333 New
CCM
828
Compton Capital Management
Rhode Island
$201K – – –
AIA
829
Angeles Investment Advisors
California
$201K – – –
FAM
830
Formidable Asset Management
Ohio
$200K +$200K +3,219 New
AWMS
831
Advocacy Wealth Management Services
Georgia
$199K +$98.4K +1,611 +98%
BCI
832
Brinker Capital Investments
Pennsylvania
$197K -$7.73M -126,653 -98%
OIA
833
Optimum Investment Advisors
Illinois
$190K +$37.7K +617 +25%
PAI
834
Pittenger & Anderson Inc
Nebraska
$183K -$107K -1,750 -37%
ACM
835
AUA Capital Management
Pennsylvania
$183K – – –
FHA
836
Flagship Harbor Advisors
Massachusetts
$181K +$6.34K +104 +4%
CBT
837
Central Bank & Trust
Kentucky
$178K – – –
IF
838
Ironwood Financial
Arizona
$177K -$13.8K -226 -7%
BWL
839
Bogart Wealth LLC
Virginia
$175K – – –
CB
840
CNB Bank
Pennsylvania
$174K +$63.8K +1,045 +58%
PG
841
Proffitt & Goodson
Tennessee
$174K +$174K +2,850 New
Toronto Dominion Bank
842
Toronto Dominion Bank
Ontario, Canada
$168K +$168K +2,758 New
CHC
843
City Holding Co
West Virginia
$163K +$97.4K +1,597 +149%
LWM
844
Lenox Wealth Management
Ohio
$160K +$35.7K +585 +29%
PO
845
Private Ocean
California
$150K – – –
PB
846
Pinnacle Bancorp
Nebraska
$144K +$71.2K +1,165 +98%
BC
847
Barnett & Company
Tennessee
$135K +$46.3K +760 +52%
LPIC
848
LeJeune Puetz Investment Counsel
Michigan
$122K – – –
FPFS
849
First Personal Financial Services
North Carolina
$121K – – –
KTC
850
Kistler-Tiffany Companies
Pennsylvania
$121K – – –
32 33
34
35 36