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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 %
MOACM
76
Mutual of America Capital Management
New York
$53M +$7.51M +136,500 +16%
CAL
77
Capital Analysts LLC
Pennsylvania
$52.9M -$1.01M -18,350 -2%
FBFS
78
First Business Financial Services
Wisconsin
$51.8M +$14M +254,430 +37%
AHSW
79
Adventist Health System West
California
$51.6M +$51.6M +937,960 New
BCWM
80
Bartlett & Co Wealth Management
Ohio
$50.8M -$10.2M -185,828 -17%
BC
81
Bartlett & Co
Ohio
$50.8M -$10.2M -185,828 -17%
AWM
82
Altium Wealth Management
New York
$49.8M -$165K -3,005 -0.3%
ST
83
Spinnaker Trust
Maine
$49.3M -$19M -346,279 -28%
AWC
84
Abundance Wealth Counselors
Pennsylvania
$48.9M +$48.9M +889,624 New
APCM
85
Alaska Permanent Capital Management
Alaska
$48.9M -$34.4M -625,917 -41%
CFG
86
CKW Financial Group
Hawaii
$48.3M +$464K +8,430 +1%
WBG
87
Wharton Business Group
Pennsylvania
$46.3M +$14.6M +264,668 +46%
BB
88
Bell Bank
North Dakota
$46M +$3.37M +61,276 +8%
RI
89
RPTC Inc
Wyoming
$45.6M +$13.9M +252,717 +44%
CIA
90
Choate Investment Advisors
Massachusetts
$44.7M +$40.5M +737,082 +983%
MWM
91
Mission Wealth Management
California
$44.3M -$23.3M -422,765 -34%
California Public Employees Retirement System
92
California Public Employees Retirement System
California
$43.5M +$575K +10,459 +1%
FDCC
93
Foster Dykema Cabot & Co
Massachusetts
$42.4M +$65.8K +1,196 +0.2%
DCM
94
DeGreen Capital Management
Arizona
$42.2M -$28.3M -51,254 -40%
RGIA
95
Rainier Group Investment Advisory
Washington
$41.4M -$2.91M -52,976 -7%
FI
96
FormulaFolio Investments
Michigan
$41.3M – – –
VC
97
Vicus Capital
Pennsylvania
$40.6M +$3.3M +59,986 +9%
WF
98
WealthTrust Fairport
Ohio
$38M +$38M +690,407 +116,035%
CCA
99
Conservest Capital Advisors
Pennsylvania
$37.8M -$2.62M -47,711 -6%
CCFCSB
100
Cape Cod Five Cents Savings Bank
Massachusetts
$36.9M +$3.09M +56,197 +9%
2 3
4
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