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iShares Core MSCI EAFE ETF
IEFA

Overview Fund Activity

892 hedge funds and large institutions have $42.1B invested in iShares Core MSCI EAFE ETF in 2018 Q4 according to their latest regulatory filings, with 212 funds opening new positions, 370 increasing their positions, 249 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
892
Holders Change
+136
Holders Change %
+17.99%
% of All Funds
19.91%
Holding in Top 10
196
Holding in Top 10 Change
+30
Holding in Top 10 Change %
+18.07%
% of All Funds
4.37%
New
212
Increased
370
Reduced
249
Closed
68
Calls
$1.9M
Puts
$605K
Net Calls
+$1.3M
Net Calls Change
-$1.22M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$388M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$334M
3
SIM
Strategic Investment Management
Virginia
+$329M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$195M
5
TF
TIAA FSB
Florida
+$168M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$1.29B
2
AC
Allstate Corporation
Illinois
-$447M
3
Bank of America
Bank of America
North Carolina
-$390M
4
BlackRock
BlackRock
New York
-$356M
5
CWM
Cornerstone Wealth Management
Missouri
-$155M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWA
926
Cypress Wealth Advisors
California
– -$242K -3,783 Closed
GC
927
Grace Capital
Massachusetts
– -$243K -3,580 Closed
SFP
928
Shepherd Financial Partners
Massachusetts
– -$225K -3,564 Closed
CA
929
Calton & Associates
Florida
– -$227K -3,548 Closed
PGA
930
Premia Global Advisors
Florida
– -$224K -3,502 Closed
AFP
931
Ausdal Financial Partners
Iowa
– -$224K -3,502 Closed
HCM
932
HMS Capital Management
Tennessee
– -$224K -3,497 Closed
GW
933
GW & Wade
Massachusetts
– -$224K -3,490 Closed
NGA
934
Naples Global Advisors
Florida
– -$217K -3,380 Closed
BI
935
Ballast Inc
Kentucky
– -$215K -3,349 Closed
VAM
936
Visionary Asset Management
Texas
– -$211K -3,300 Closed
FIM
937
Fernwood Investment Management
Massachusetts
– -$207K -3,229 Closed
I
938
IberiaBank
Louisiana
– -$203K -3,162 Closed
AB
939
AT Bancorp
Iowa
– -$201K -3,140 Closed
SWMG
940
Signature Wealth Management Group
Georgia
– -$117K -2,030 Closed
BA
941
Ballew Advisors
Mississippi
– -$53K -910 Closed
CH
942
Canton Hathaway
Rhode Island
– -$52K -805 Closed
KJWM
943
Kiley Juergens Wealth Management
Washington
– -$46K -732 Closed
CT
944
Clearstead Trust
Maine
– -$42K -650 Closed
VCM
945
Vigilant Capital Management
Maine
– -$32K -500 Closed
MWPCG
946
Measured Wealth Private Client Group
New Hampshire
– -$31K -491 Closed
RMAM
947
Raab & Moskowitz Asset Management
New Jersey
– -$22K -356 Closed
CCMW
948
Cypress Capital Management (Wyoming)
Wyoming
– -$19K -291 Closed
SFM
949
Signet Financial Management
New Jersey
– -$19K -289 Closed
TA
950
Townsend & Associates
Colorado
– -$13K -207 Closed
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