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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 %
MWP
76
MYCIO Wealth Partners
Pennsylvania
$72.1M +$31.6M +484,771 +78%
GC
77
Grimes & Company
Massachusetts
$69.2M +$58.4M +894,879 +538%
OC
78
Oakworth Capital
Alabama
$69M +$2.38M +36,379 +4%
AWC
79
Abundance Wealth Counselors
Pennsylvania
$68M +$2.24M +34,304 +3%
SIM
80
Strategic Investment Management
Virginia
$67.3M -$12.1M -185,060 -15%
CFG
81
CKW Financial Group
Hawaii
$66.9M +$966K +14,802 +1%
VIM
82
VCU Investment Management
Virginia
$64.6M +$18.6M +285,800 +41%
ECG
83
Edge Capital Group
Georgia
$64.1M +$3.55M +54,438 +6%
AWE
84
Avidian Wealth Enterprises
Texas
$64M +$4.49M +68,826 +8%
MWM
85
Mission Wealth Management
California
$63.2M +$2.81M +43,105 +5%
VC
86
Vicus Capital
Pennsylvania
$61M +$2.73M +41,879 +5%
NA
87
Nottingham Advisors
New York
$60.5M -$105K -1,607 -0.2%
CAL
88
Capital Analysts LLC
Pennsylvania
$59.5M +$742K +11,379 +1%
Mackenzie Financial
89
Mackenzie Financial
Ontario, Canada
$58.3M +$42.2M +646,592 +262%
BB
90
Bell Bank
North Dakota
$57.5M -$1.28M -19,695 -2%
CWM
91
Connecticut Wealth Management
Connecticut
$57.4M +$3.26M +50,000 +6%
CW
92
Cabot-Wellington
Massachusetts
$57.1M +$6.05M +93,163 +12%
CFFP
93
Center for Financial Planning
Michigan
$56.7M +$56.7M +869,372 New
FDCC
94
Foster Dykema Cabot & Co
Massachusetts
$56.2M +$4.2M +64,399 +8%
RI
95
RPTC Inc
Wyoming
$55.5M +$582K +8,927 +1%
APCM
96
Alaska Permanent Capital Management
Alaska
$53.4M -$23.3M -357,466 -30%
UOMF
97
University of Massachusetts Foundation
Massachusetts
$53.1M +$53.1M +814,284 New
JPMPWA
98
J.P. Morgan Private Wealth Advisors
California
$52.9M +$9.73M +149,092 +23%
Cambridge Investment Research Advisors
99
Cambridge Investment Research Advisors
Iowa
$51.1M +$12M +184,245 +31%
AWA
100
Alaska Wealth Advisors
Alaska
$50.6M -$26.2M -400,844 -34%
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4
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