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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 %
CWC
976
Carolinas Wealth Consulting
North Carolina
$211K +$211K +3,253 New
KIA
977
KCM Investment Advisors
California
$208K +$208K +3,189 New
EA
978
Elm Advisors
California
$206K +$206K +3,160 New
LWM
979
Lenox Wealth Management
Ohio
$204K +$32.7K +500 +19%
MWP
980
Meridian Wealth Partners
Pennsylvania
$204K +$204K +3,126 New
OCM
981
Oakwood Capital Management
California
$202K +$202K +3,091 New
BFA
982
Beaumont Financial Advisors
Massachusetts
$201K +$201K +3,081 New
CCM
983
Cribstone Capital Management
Maine
$199K -$118K -1,806 -37%
FP
984
Financial Perspectives
Minnesota
$197K +$197K +3,021 New
ACM
985
AUA Capital Management
Pennsylvania
$196K – – –
WB
986
West Bancorporation
Iowa
$196K +$196K +3,008 New
CBT
987
Central Bank & Trust
Kentucky
$191K – – –
Toronto Dominion Bank
988
Toronto Dominion Bank
Ontario, Canada
$190K +$9.99K +153 +6%
TT
989
TI-Trust
Illinois
$189K +$189K +2,895 New
EK
990
Evensky & Katz
Florida
$181K -$2.12M -32,591 -92%
CHC
991
City Holding Co
West Virginia
$174K – – –
OIA
992
Optimum Investment Advisors
Illinois
$172K -$30.3K -465 -15%
CFD
993
Creative Financial Designs
Indiana
$170K +$129K +1,947 +310%
FHA
994
Flagship Harbor Advisors
Massachusetts
$167K -$26.8K -411 -14%
PO
995
Private Ocean
California
$161K – – –
M
996
MOTCO
Texas
$160K +$65.4K +1,002 +69%
PB
997
Pinnacle Bancorp
Nebraska
$154K – – –
BC
998
Barnett & Company
Tennessee
$145K – – –
CB
999
CNB Bank
Pennsylvania
$141K -$45.6K -697 -24%
FANJ
1000
Financial Architects (New Jersey)
New Jersey
$141K +$53.7K +821 +62%
38 39
40
41 42