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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 %
EIA
901
Eldridge Investment Advisors
New Hampshire
$315K – – –
MCM
902
Mitchell Capital Management
Kansas
$315K +$315K +4,824 New
NPA
903
Nichols & Pratt Advisers
Massachusetts
$312K +$52.2K +800 +20%
AP
904
Appleton Partners
Massachusetts
$308K -$2.94K -45 -0.9%
CPSC
905
Carl P. Sherr & Co
Massachusetts
$308K +$308K +4,719 New
QFA
906
Quattro Financial Advisors
Texas
$308K +$308K +4,689 New
PWA
907
Peterson Wealth Advisors
Utah
$307K +$4.11K +63 +1%
CNB
908
Camden National Bank
Maine
$305K -$111K -1,706 -27%
WIP
909
Wellesley Investment Partners
Massachusetts
$303K +$77.8K +1,196 +35%
TCM
910
Traynor Capital Management
Pennsylvania
$301K +$32K +492 +12%
BA
911
Ballast Advisors
Minnesota
$298K +$298K +4,561 New
TWM
912
Tolleson Wealth Management
Texas
$295K – – –
HIMCH
913
Hartford Investment Management Co (HIMCO)
Connecticut
$295K +$11.7K +180 +4%
MAS
914
Madden Advisory Services
Florida
$295K +$16.4K +252 +6%
RCM
915
Radnor Capital Management
Pennsylvania
$294K – – –
DACG
916
Donor Advised Charitable Giving
California
$293K -$49.4K -758 -14%
CST
917
Charles Schwab Trust
Nevada
$288K +$3.98K +61 +1%
AIC
918
Ameritas Investment Company
Nebraska
$286K +$653 +10 +0.2%
BOPW
919
Brandywine Oak Private Wealth
Pennsylvania
$282K – – –
LSA
920
Lion Street Advisors
Texas
$279K +$279K +4,291 New
TFGT
921
TS Financial Group (TSFG)
Illinois
$273K -$41.8K -641 -13%
NCM
922
Northwest Capital Management
Oregon
$273K – – –
PWM
923
Perigon Wealth Management
California
$272K +$272K +4,160 New
AIA
924
Arbor Investment Advisors
North Carolina
$267K +$782 +12 +0.3%
EWA
925
Evolution Wealth Advisors
Florida
$267K +$267K +4,093 New
35 36
37
38 39