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iShares Core MSCI EAFE ETF
IEFA

Overview Fund Activity

920 hedge funds and large institutions have $48.6B invested in iShares Core MSCI EAFE ETF in 2019 Q1 according to their latest regulatory filings, with 94 funds opening new positions, 403 increasing their positions, 334 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
920
Holders Change
+28
Holders Change %
+3.14%
% of All Funds
19.94%
Holding in Top 10
200
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+2.04%
% of All Funds
4.34%
New
94
Increased
403
Reduced
334
Closed
55
Calls
$11.7M
Puts
$9.24M
Net Calls
+$2.48M
Net Calls Change
+$1.18M

Top Buyers

1
Jones Financial Companies
Jones Financial Companies
Missouri
+$1.68B
2
TF
TIAA FSB
Florida
+$1.38B
3
RJA
Raymond James & Associates
Florida
+$197M
4
UBS Group
UBS Group
Switzerland
+$186M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$182M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$1.59B
2
SIM
Strategic Investment Management
Virginia
-$378M
3
USAA
United Services Automobile Association
Texas
-$284M
4
HSBC Holdings
HSBC Holdings
United Kingdom
-$180M
5
LMGAM
Liberty Mutual Group Asset Management
Massachusetts
-$145M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIAS
851
Shine Investment Advisory Services
Colorado
$41K – – –
WCG
852
Weaver Consulting Group
California
$41K +$41K +669 New
KC
853
Knuff & Co
California
$41K +$41K +674 New
AIA
854
Arcadia Investment Advisors
Idaho
$38.6K – – –
POIA
855
Pin Oak Investment Advisors
Texas
$37K -$10.3K -172 -22%
FWC
856
First Washington Corp
Washington
$36K – – –
SQA
857
Simon Quick Advisors
New Jersey
$35K -$234K -3,824 -87%
CFD
858
Creative Financial Designs
Indiana
$35K -$4.69K -77 -12%
TSW
859
Thompson Siegel & Walmsley
Virginia
$34K – – –
ST
860
Sageworth Trust
Pennsylvania
$34K +$34K +552 New
SNT
861
Security National Trust
West Virginia
$33K – – –
GI
862
Gradient Investments
Minnesota
$31K -$37.7K -626 -55%
FRA
863
Front Row Advisors
California
$31K – – –
CWM
864
Catamount Wealth Management
Connecticut
$30K -$30K -500 -50%
KPW
865
Kore Private Wealth
New York
$29K +$799 +13 +3%
AIA
866
Alera Investment Advisors
Illinois
$28K -$25.7K -417 -48%
BFC
867
Bedel Financial Consulting
Indiana
$26K +$26K +436 New
AWM
868
AllSquare Wealth Management
New York
$20K -$783 -13 -4%
LIA
869
LS Investment Advisors
Michigan
$19K – – –
TCOV
870
Trust Company of Vermont
Vermont
$18K – – –
HCC
871
Hirtle Callaghan & Co
Pennsylvania
$16K – – –
PMFA
872
Plante Moran Financial Advisors
Michigan
$15K -$22K -366 -59%
AF
873
Allworth Financial
California
$15K -$364 -6 -2%
IAS
874
IMA Advisory Services
Colorado
$14K – – –
FPB
875
First PREMIER Bank
South Dakota
$13K – – –
33 34
35
36 37