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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 %
CAAS
1026
Capital Asset Advisory Services
Michigan
$78K +$78K +1,199 New
PFBT
1027
Parkside Financial Bank & Trust
Missouri
$75K +$6.62K +101 +10%
DAM
1028
Delta Asset Management
Tennessee
$74K – – –
WWM
1029
Willingdon Wealth Management
North Carolina
$73K – – –
GI
1030
Gradient Investments
Minnesota
$70K -$40.4K -618 -37%
C
1031
Cliffwater
California
$68K – – –
SA
1032
SRH Advisors
Kansas
$67K – – –
EI
1033
Ellevest Inc
New York
$66K +$66K +1,004 New
QAM
1034
QCI Asset Management
New York
$65K -$407K -6,255 -86%
AAP
1035
Arax Advisory Partners
Colorado
$64K -$9.81K -151 -13%
EWM
1036
EPG Wealth Management
Georgia
$63K +$63K +967 New
GEA
1037
Glen Eagle Advisors
New Jersey
$61K +$3.52K +54 +6%
WCG
1038
Weaver Consulting Group
California
$60K – – –
AF
1039
Allworth Financial
California
$58K +$58K +882 New
SL
1040
Salomon & Ludwin
Virginia
$58K +$58K +894 New
DOA
1041
D'Orazio & Associates
Virginia
$52K – – –
SWM
1042
Selective Wealth Management
Virginia
$50K – – –
LC
1043
Lindbrook Capital
California
$49K – – –
BAM
1044
Bellevue Asset Management
Washington
$46K +$46K +708 New
SIAS
1045
Shine Investment Advisory Services
Colorado
$45K +$590 +9 +1%
CA
1046
Centerpoint Advisors
Massachusetts
$45K +$36K +555 +399%
GDP
1047
Great Diamond Partners
Maine
$43K +$43K +673 New
AIA
1048
Arcadia Investment Advisors
Idaho
$41.4K – – –
POIA
1049
Pin Oak Investment Advisors
Texas
$40K – – –
JCM
1050
Jacobi Capital Management
Pennsylvania
$38K -$26.3K -400 -41%
40 41
42
43 44