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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 %
RFM
851
Royal Fund Management
Florida
$22K +$22K +407 New
UB
852
UMB Bank
Missouri
$21.5K +$11.9K +216,918 +124%
BAM
853
Bruderman Asset Management
New York
$20K +$20K +370 New
AWM
854
AllSquare Wealth Management
New York
$19K – – –
SSB
855
Sandy Spring Bank
Maryland
$18K – – –
TNBTD
856
Trustmark National Bank Trust Department
Mississippi
$18K +$18K +322 New
LIA
857
LS Investment Advisors
Michigan
$17K – – –
PFGIA
858
Patriot Financial Group Insurance Agency
Massachusetts
$16K -$13.4K -240 -46%
TCOV
859
Trust Company of Vermont
Vermont
$16K +$16K +293 New
YWP
860
YorkBridge Wealth Partners
New York
$15K +$109 +2 +0.7%
HCC
861
Hirtle Callaghan & Co
Pennsylvania
$15K +$15K +269 New
TWA
862
TCI Wealth Advisors
Arizona
$15K +$15K +281 New
AF
863
Allworth Financial
California
$14K +$14K +253 New
LPWM
864
Lake Point Wealth Management
Texas
$14K +$14K +260 New
TCM
865
Tradewinds Capital Management
Washington
$13K +$13K +239 New
SMFS
866
Squar Milner Financial Services
California
$12K -$8.81K -163 -42%
IAS
867
IMA Advisory Services
Colorado
$12K -$2.07K -39 -15%
EI
868
Ellevest Inc
New York
$12K +$12K +212 New
FPB
869
First PREMIER Bank
South Dakota
$12K +$12K +214 New
SIS
870
Sound Income Strategies
Florida
$9K -$1.55K -27 -15%
JGIA
871
Jackson Grant Investment Advisers
Connecticut
$9K +$9K +157 New
ME
872
McIlrath & Eck
Washington
$8K -$4.66K -88 -37%
FEG
873
Financial Enhancement Group
Indiana
$8K – – –
NSB
874
Norway Savings Bank
Maine
$8K – – –
NA
875
NewEdge Advisors
Louisiana
$7.03K +$3.03K +55,112 +76%
33 34
35
36 37