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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 %
SMFS
876
Squar Milner Financial Services
California
$13K – – –
YWP
877
YorkBridge Wealth Partners
New York
$12K -$5.37K -85 -31%
CCMW
878
Cypress Capital Management (Wyoming)
Wyoming
$12K +$12K +192 New
DWM
879
Destination Wealth Management
California
$10K -$84.9K -1,392 -89%
WCM
880
WealthBridge Capital Management
Ohio
$10K +$10K +159 New
CF
881
Centaurus Financial
California
$9.27K -$197 -12 -2%
ME
882
McIlrath & Eck
Washington
$9K – – –
JFA
883
JNBA Financial Advisors
Minnesota
$8K +$4.34K +70 +119%
FPS
884
Fieldpoint Private Securities
Connecticut
$7K – – –
FIB
885
First Interstate Bank
Montana
$7K +$7K +116 New
PGA
886
Premia Global Advisors
Florida
$7K +$7K +122 New
TWM
887
Titus Wealth Management
California
$6.28K -$273 -4,489 -4%
PWMG
888
Prestige Wealth Management Group
New Jersey
$6K -$1.63K -25 -21%
RWG
889
Regal Wealth Group
California
$6K – – –
NSB
890
Norway Savings Bank
Maine
$5K -$5K -75 -50%
FMTCOCP
891
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$5K – – –
NWA
892
New World Advisors
Massachusetts
$5K +$5K +79 New
TWA
893
TCI Wealth Advisors
Arizona
$4K -$13K -215 -77%
CWA
894
Clarus Wealth Advisors
Arizona
$4K – – –
Barclays
895
Barclays
United Kingdom
$4K +$4K +67 New
LPWM
896
Lake Point Wealth Management
Texas
$3K -$15.1K -217 -83%
VRM
897
Vectors Research Management
New York
$3K – – –
GWS
898
Glassman Wealth Services
Virginia
$3K – – –
TC
899
Truvestments Capital
Florida
$3K +$3K +46 New
SIM
900
Sonora Investment Management
Arizona
$3K +$3K +47 New
34 35
36
37 38