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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 %
RMAM
1076
Raab & Moskowitz Asset Management
New Jersey
$19K +$19K +305 New
HCC
1077
Hirtle Callaghan & Co
Pennsylvania
$18K – – –
BFC
1078
Bedel Financial Consulting
Indiana
$17K – – –
CWA
1079
Capital Wealth Alliance
Arizona
$16K +$16K +251 New
IAS
1080
IMA Advisory Services
Colorado
$15K +$66 +1 +0.4%
IFWM
1081
Institute for Wealth Management
Colorado
$15K +$15K +234 New
HWM
1082
Howard Wealth Management
Connecticut
$15K +$15K +234 New
DI
1083
Disciplined Investments
Oklahoma
$15K +$15K +235 New
MCM
1084
Manchester Capital Management
Vermont
$14K – – –
KWM
1085
Keebeck Wealth Management
Illinois
$14K +$14K +215 New
SMFS
1086
Squar Milner Financial Services
California
$14K +$14K +222 New
PP
1087
Pacifica Partners
Canada
$13K +$13K +206 New
CL
1088
Cabana LLC
Arkansas
$12K +$12K +187 New
FPB
1089
First PREMIER Bank
South Dakota
$11K – – –
VCM
1090
Versant Capital Management
Arizona
$11K +$123 +2 +1%
VCP
1091
Verus Capital Partners
Arizona
$11K +$11K +168 New
SAM
1092
S.A. Mason
Michigan
$11K +$11K +170 New
HB
1093
Horizon Bancorp
Indiana
$9K +$9K +141 New
BAM
1094
Barrett Asset Management
New York
$8K – – –
JFA
1095
JNBA Financial Advisors
Minnesota
$8K – – –
FBT
1096
First Bank & Trust
South Dakota
$8K +$8K +116 New
LWCFA
1097
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$8K +$8K +125 New
TWA
1098
TCI Wealth Advisors
Arizona
$8K +$8K +128 New
EWP
1099
Engrave Wealth Partners
Texas
$8K +$8K +136 New
VRM
1100
Vectors Research Management
New York
$7K -$6.67K -101 -49%
42 43
44
45 46