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 %
BHWM
851
Bar Harbor Wealth Management
New Hampshire
$417K +$15.3K +235 +4%
CWM
852
Capital Wealth Management
Rhode Island
$417K +$417K +6,388 New
TI
853
Trexquant Investment
Connecticut
$416K +$416K +6,382 New
CFS
854
CRA Financial Services
New Jersey
$412K +$54.3K +833 +15%
IPW
855
Inlet Private Wealth
Florida
$411K +$3.26K +50 +0.8%
WU
856
Wealthsimple US
New York
$400K +$400K +6,128 New
CCT
857
Capital City Trust
Florida
$393K +$393K +6,030 New
LNWWM
858
Laird Norton Wetherby Wealth Management
California
$389K -$47.7K -732 -11%
CRC
859
Curi RMB Capital
Illinois
$389K +$389K +5,962 New
HCM
860
Hollencrest Capital Management
California
$388K +$53.7K +822 +16%
PAM
861
Palisade Asset Management
Minnesota
$380K -$855K -13,120 -69%
AFM
862
Andesa Financial Management
Pennsylvania
$379K +$379K +5,798 New
BCM
863
Bayesian Capital Management
New York
$378K +$378K +5,800 New
RIA
864
Realta Investment Advisors
Delaware
$372K +$41.8K +651 +13%
AOWM
865
Alpha Omega Wealth Management
Virginia
$371K – – –
PJSIMP
866
P.J. Schmidt Investment Management (PJS)
Wisconsin
$370K -$2.02K -31 -0.5%
ACM
867
Ategra Capital Management
Virginia
$369K +$7.37K +113 +2%
DWM
868
Dakota Wealth Management
Florida
$367K -$41.6K -639 -10%
HL
869
HeadInvest LLC
Maine
$366K -$653 -10 -0.2%
RMDI
870
R.M. Davis Inc
Maine
$365K +$365K +5,602 New
FM
871
Family Management
New York
$360K – – –
CS
872
Cannell & Spears
New York
$360K +$360K +5,520 New
CHA
873
Cooper/Haims Advisors
New York
$359K -$17.7K -272 -5%
CA
874
Calton & Associates
Florida
$356K +$356K +5,462 New
NAM
875
NorthCoast Asset Management
Connecticut
$354K -$48.1K -738 -12%
33 34
35
36 37