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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 %
FWCM
876
Ferguson Wellman Capital Management
Oregon
$353K -$22K -338 -6%
SMG
877
Spectrum Management Group
Indiana
$352K -$365K -5,595 -51%
QPWM
878
Quadrant Private Wealth Management
Pennsylvania
$352K -$23.4K -358 -6%
MWM
879
MorganRosel Wealth Management
Colorado
$352K – – –
PCA
880
Personal Capital Advisors
California
$352K +$352K +5,398 New
KCM
881
Kornitzer Capital Management
Kansas
$352K +$352K +5,399 New
CIC
882
Carnegie Investment Counsel
Ohio
$348K +$52.3K +801 +18%
SAS
883
Stelac Advisory Services
New York
$348K +$348K +5,325 New
SWPG
884
Strategic Wealth Partners Group
Illinois
$344K +$344K +5,277 New
BCM
885
Bourgeon Capital Management
Connecticut
$343K – – –
XF
886
XML Financial
Maryland
$343K +$343K +5,254 New
TCM
887
TD Capital Management
Tennessee
$342K +$3.46K +53 +1%
AWMS
888
Advocacy Wealth Management Services
Georgia
$340K +$128K +1,960 +60%
TNB
889
Thomasville National Bank
Georgia
$338K +$2.94K +45 +0.9%
CMBA
890
C.M. Bidwell & Associates
Hawaii
$337K +$251K +3,850 +294%
BSW
891
Buckingham Strategic Wealth
Missouri
$333K +$89.4K +1,370 +37%
APW
892
Acima Private Wealth
Virginia
$332K – – –
SC
893
Steph & Co
Wisconsin
$332K +$332K +5,093 New
TPA
894
Trivium Point Advisory
Connecticut
$331K +$8.43K +129 +3%
ACI
895
Alpha Cubed Investments
California
$328K -$87.7K -1,342 -21%
PCS
896
Personal CFO Solutions
New Jersey
$325K – – –
VFM
897
Vivid Financial Management
California
$325K +$325K +5,025 New
MFG
898
Magnus Financial Group
New York
$320K +$4.25K +65 +1%
ACM
899
Argent Capital Management
Missouri
$319K +$27.4K +420 +9%
CPC
900
Consolidated Planning Corp
Georgia
$317K +$317K +4,862 New
34 35
36
37 38