IEFA icon

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 %
APW
826
Aurora Private Wealth
New Jersey
$487K +$487K +7,462 New
MIM
827
Macroview Investment Management
Maryland
$485K +$165K +2,539 +52%
SL
828
Savior LLC
Massachusetts
$483K +$483K +7,406 New
KF
829
Krilogy Financial
Missouri
$480K -$5.09K -78 -1%
BOTW
830
Bank of the West
California
$468K – – –
NL
831
NWAM LLC
Washington
$465K +$16.7K +256 +4%
PMG
832
ProVise Management Group
Florida
$459K – – –
Principal Financial Group
833
Principal Financial Group
Iowa
$456K -$23.3K -357 -5%
CT
834
Cambridge Trust
Massachusetts
$455K +$85.9K +1,315 +23%
SDWMA
835
Schneider Downs Wealth Management Advisors
Pennsylvania
$452K -$6.98K -107 -2%
GCA
836
Gradient Capital Advisors
California
$450K +$196 +3 +0%
WFA
837
Wade Financial Advisory
California
$445K +$445K +6,825 New
BFO
838
Boston Family Office
Massachusetts
$444K – – –
SWM
839
SeaCrest Wealth Management
New York
$439K – – –
RC
840
Rovin Capital
Arizona
$430K +$430K +6,591 New
EWA
841
ERTS Wealth Advisors
Michigan
$427K -$135K -2,067 -24%
MAM
842
Madison Asset Management
Wisconsin
$427K +$427K +6,540 New
KPWG
843
KFA Private Wealth Group
Virginia
$427K +$427K +6,548 New
JG
844
Jefferies Group
New York
$426K +$848 +13 +0.2%
AA
845
Advisory Alpha
Michigan
$425K -$49.1K -748 -10%
WB
846
WesBanco Bank
West Virginia
$424K +$1.96K +30 +0.5%
TAM
847
Townsend Asset Management
North Carolina
$423K +$423K +6,481 New
RWA
848
River Wealth Advisors
Pennsylvania
$422K +$15.7K +241 +4%
NGA
849
Naples Global Advisors
Florida
$421K +$79.1K +1,211 +23%
APWM
850
Atlas Private Wealth Management
New York
$418K +$418K +6,405 New
32 33
34
35 36