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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 %
KTC
1001
Kistler-Tiffany Companies
Pennsylvania
$130K – – –
LPIC
1002
LeJeune Puetz Investment Counsel
Michigan
$130K – – –
PC
1003
Permanens Capital
New York
$126K – – –
AIC
1004
Archer Investment Corporation
Indiana
$121K +$24.2K +372 +25%
HWA
1005
HCR Wealth Advisors
California
$119K +$119K +1,825 New
CQS
1006
Credential Qtrade Securities
$119K – – –
1IA
1007
1834 Investment Advisors
Wisconsin
$115K +$73.9K +1,132 +180%
SIAP
1008
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$113K -$13.1K -202 -10%
AIM
1009
Anchor Investment Management
South Carolina
$111K +$21.5K +330 +24%
TFO
1010
Tarbox Family Office
California
$110K – – –
RFWA
1011
RPg Family Wealth Advisory
Massachusetts
$107K – – –
TFS
1012
TrustCore Financial Services
Tennessee
$106K +$20.6K +317 +24%
VNA
1013
Valley National Advisers
Pennsylvania
$105K – – –
ACA
1014
Atlas Capital Advisors
Wyoming
$97.9K – – –
HI
1015
Hudock Inc
Pennsylvania
$94K +$27.6K +421 +42%
FPFS
1016
First Personal Financial Services
North Carolina
$92K -$37.2K -569 -29%
BWA
1017
Burt Wealth Advisors
Maryland
$89K -$3.66K -56 -4%
CCA
1018
Column Capital Advisors
Indiana
$89K +$89K +1,373 New
CWP
1019
CFM Wealth Partners
Texas
$87K +$87K +1,323 New
FGAM
1020
Financial Gravity Asset Management
Texas
$84K +$65.6K +1,023 +356%
TCCM
1021
Timber Creek Capital Management
Massachusetts
$83K – – –
LFA
1022
Lighthouse Financial Advisors
Maryland
$83K +$83K +1,272 New
PMFA
1023
Plante Moran Financial Advisors
Michigan
$79K -$151K -2,308 -66%
GAM
1024
Gemmer Asset Management
California
$79K – – –
SFSIG
1025
San Francisco Sentry Investment Group
California
$78K – – –
39 40
41
42 43