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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 %
WDL
951
Well Done LLC
Michigan
$239K – – –
AFAS
952
Acorn Financial Advisory Services
Virginia
$239K +$239K +3,658 New
MWA
953
Meridian Wealth Advisors
Texas
$236K +$1.63K +25 +0.7%
HPC
954
HM Payson & Co
Maine
$234K -$84.2K -1,291 -26%
APP
955
Avantax Planning Partners
Iowa
$234K -$26.4K -405 -10%
CG
956
Cutler Group
California
$234K +$117K +1,800 +100%
KWA
957
KCS Wealth Advisory
California
$232K +$15K +230 +7%
FPCG
958
Fort Pitt Capital Group
Pennsylvania
$228K +$228K +3,499 New
DPI
959
Diversified Portfolios Inc
Michigan
$227K – – –
RCA
960
Rowland Carmichael Advisors
Arizona
$226K -$75.4K -1,158 -25%
AWM
961
Avior Wealth Management
Nebraska
$226K -$43.9K -674 -16%
IF
962
Ironwood Financial
Arizona
$226K +$37.2K +570 +20%
MG
963
MilWealth Group
Wisconsin
$224K – – –
FAT
964
First American Trust
California
$223K +$223K +3,422 New
KM
965
Kalos Management
Georgia
$223K +$223K +3,424 New
EWM
966
Edge Wealth Management
New York
$223K +$223K +3,426 New
PAI
967
Pittenger & Anderson Inc
Nebraska
$222K +$26.4K +404 +13%
FAM
968
Formidable Asset Management
Ohio
$218K +$6.44K +98 +3%
MCCP
969
Mission Creek Capital Partners
California
$216K +$216K +3,304 New
CCM
970
Compton Capital Management
Rhode Island
$215K – – –
AIA
971
Angeles Investment Advisors
California
$215K – – –
CWAG
972
Compton Wealth Advisory Group
Virginia
$214K -$937K -14,391 -81%
WP
973
WealthPLAN Partners
Nebraska
$214K +$214K +3,261 New
STA
974
Summit Trail Advisors
New York
$211K -$247K -3,773 -54%
MPI
975
Mairs & Power Inc
Minnesota
$211K +$211K +3,235 New
37 38
39
40 41