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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 %
OSAM
901
O'Shaughnessy Asset Management
Connecticut
$3K +$3K +50 New
BFG
902
Beacon Financial Group
Texas
$2.84K +$271 +4,462 +11%
WA
903
WestEnd Advisors
North Carolina
$2.49K +$122 +2 +5%
SIS
904
Sound Income Strategies
Florida
$2K -$7.81K -125 -80%
FCAS
905
First Command Advisory Services
Texas
$2K – – –
RFA
906
Reilly Financial Advisors
California
$2K – – –
LC
907
Lavaca Capital
Texas
$2K – – –
FNB
908
Farmers National Bank
Kentucky
$2K +$2K +37 New
PCMK
909
Paragon Capital Management (Kansas)
Kansas
$2K +$2K +40 New
MWM
910
Mascoma Wealth Management
New Hampshire
$2K +$2K +41 New
WWM
911
Willingdon Wealth Management
North Carolina
$1K -$388K -6,591 -100%
AC
912
Avestar Capital
New York
$1K – – –
CIM
913
Cambria Investment Management
California
$1K +$1K +13 New
GT
914
Glenmede Trust
Pennsylvania
$934 -$356 -5,861 -28%
MAU
915
MRA Associates USA
Arizona
$851 +$851 +14 New
Koshinski Asset Management
916
Koshinski Asset Management
Illinois
$700 -$280 -4,607 -29%
ACA
917
Anchor Capital Advisors
Massachusetts
$405 +$71 +1,170 +21%
JPLA
918
Joseph P. Lucia & Associates
New York
$1 +$1 +62 New
LMGAM
919
Liberty Mutual Group Asset Management
Massachusetts
– -$145M -2,644,970 Closed
MFG
920
Merit Financial Group
Georgia
– -$74.3M -1,062,143 Closed
Citadel Advisors
921
Citadel Advisors
Florida
– -$31.3M -568,863 Closed
SGCA
922
Steel Grove Capital Advisors
Tennessee
– -$23.6M -428,285 Closed
6M
923
6 Meridian
Kansas
– -$10.2M -185,623 Closed
LWMT
924
Legacy Wealth Management (Tennessee)
Tennessee
– -$8.44M -153,494 Closed
QIM
925
Quantitative Investment Management
Virginia
– -$8.11M -147,400 Closed
35 36
37
38 39