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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 %
FWC
1051
First Washington Corp
Washington
$38K – – –
ACA
1052
Aptus Capital Advisors
Alabama
$37K +$3.23K +50 +10%
SFA
1053
Stewardship Financial Advisors
Georgia
$37K +$13.8K +213 +59%
TSW
1054
Thompson Siegel & Walmsley
Virginia
$36K – – –
SNT
1055
Security National Trust
West Virginia
$35K – – –
ICM
1056
Islay Capital Management
Texas
$32K +$32K +487 New
TWP
1057
TFO Wealth Partners
Ohio
$32K +$32K +500 New
ME
1058
McIlrath & Eck
Washington
$31K +$21.2K +325 +215%
FRA
1059
Front Row Advisors
California
$30K – – –
IWP
1060
IAG Wealth Partners
Wisconsin
$30K +$30K +451 New
KPW
1061
Kore Private Wealth
New York
$29K +$29K +448 New
AWA
1062
Arkadios Wealth Advisors
Georgia
$28K +$28K +431 New
SCA
1063
Stonebridge Capital Advisors
Minnesota
$28K -$62.4K -956 -69%
BFO
1064
Biltmore Family Office
North Carolina
$28K +$28K +431 New
CIAS
1065
CBIZ Investment Advisory Services
Ohio
$27K – – –
CHAM
1066
Clear Harbor Asset Management
Connecticut
$24.5K +$24.5K +375 New
TF
1067
TimeScale Financial
Massachusetts
$22K – – –
AWM
1068
AllSquare Wealth Management
New York
$22K – – –
LIA
1069
LS Investment Advisors
Michigan
$21K – – –
ZB
1070
Zions Bancorporation
Utah
$21K +$21K +322 New
CFG
1071
Capstone Financial Group
Oklahoma
$21K +$21K +323 New
LPWM
1072
Lake Point Wealth Management
Texas
$21K +$21K +329 New
CH
1073
Canton Hathaway
Rhode Island
$20K – – –
Kayne Anderson Rudnick Investment Management
1074
Kayne Anderson Rudnick Investment Management
California
$20K +$321 +5 +2%
TCOV
1075
Trust Company of Vermont
Vermont
$19K – – –
41 42
43
44 45