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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 %
CW
926
CreativeOne Wealth
Kansas
$266K +$266K +4,078 New
HWM
927
Hohimer Wealth Management
Washington
$266K +$266K +4,082 New
RC
928
RegentAtlantic Capital
New Jersey
$266K +$266K +4,084 New
CA
929
Claro Advisors
Massachusetts
$261K -$6.52K -100 -2%
CDIA
930
Capital Directions Investment Advisors
Georgia
$261K +$27.4K +420 +12%
BFIM
931
Beese Fulmer Investment Management
Ohio
$259K – – –
NPT
932
Nixon Peabody Trust
Massachusetts
$258K -$2.16K -33 -0.8%
AAA
933
Adams Asset Advisors
Texas
$257K +$257K +3,943 New
WFM
934
Wolff Financial Management
Michigan
$256K +$11.3K +174 +5%
RSWM
935
Robertson Stephens Wealth Management
California
$253K -$603K -9,256 -70%
BJL
936
Brighton Jones LLC
Washington
$253K -$114K -1,754 -31%
FAG
937
Financial Advisory Group
Texas
$253K – – –
Calamos Advisors
938
Calamos Advisors
Illinois
$253K – – –
AWP
939
Ascent Wealth Partners
New York
$251K -$47K -720 -16%
LIM
940
Leavell Investment Management
Alabama
$251K +$251K +3,853 New
NIC
941
Northwest Investment Counselors
Oregon
$250K +$188K +2,885 +303%
PA
942
PSI Advisors
Florida
$250K +$250K +3,845 New
LA
943
Legacy Advisors
Pennsylvania
$248K -$446K -6,833 -64%
GLLW
944
Graves Light Lenhart Wealth
Virginia
$248K – – –
C
945
Certuity
Florida
$248K +$248K +3,801 New
LWAC
946
Laurel Wealth Advisors (California)
California
$247K +$247K +3,780 New
CANC
947
Culbertson A N & Co
Virginia
$246K +$246K +3,769 New
HFS
948
Howard Financial Services
Texas
$244K -$26.1K -400 -10%
SSB
949
Sandy Spring Bank
Maryland
$243K -$6.32K -97 -3%
WIC
950
Whitegate Investment Counselors
New Hampshire
$241K -$9.05K -139 -4%
36 37
38
39 40