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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 %
SIS
1101
Sound Income Strategies
Florida
$7K +$5.75K +92 +460%
First Manhattan
1102
First Manhattan
New York
$6K -$26K -459 -81%
PWMG
1103
Prestige Wealth Management Group
New Jersey
$6K -$66 -1 -1%
ETI
1104
Enterprise Trust & Investment
California
$6K – – –
IRC
1105
Investors Research Corp
Georgia
$6K +$1.15K +18 +24%
CHA
1106
Carmichael Hill & Associates
Maryland
$6K +$6K +99 New
NSB
1107
Norway Savings Bank
Maine
$5K – – –
AC
1108
AlphaCore Capital
California
$5K +$5K +78 New
LGWM
1109
Litman Gregory Wealth Management
California
$3K – – –
JWM
1110
Janiczek Wealth Management
Colorado
$3K – – –
GWS
1111
Glassman Wealth Services
Virginia
$3K – – –
CMA
1112
Cedar Mountain Advisors
Oregon
$3K +$3K +51 New
RFM
1113
Royal Fund Management
Florida
$3K +$3K +54 New
WA
1114
WestEnd Advisors
North Carolina
$2.68K – – –
FCAS
1115
First Command Advisory Services
Texas
$2K -$9.11K -123 -82%
RFA
1116
Reilly Financial Advisors
California
$2K – – –
MCM
1117
McMillion Capital Management
North Carolina
$1K – – –
TCWM
1118
Total Clarity Wealth Management
Illinois
$1K +$1K +13 New
SHWM
1119
Silicon Hills Wealth Management
Texas
$292 +$292 +5 New
PGAM
1120
Princeton Global Asset Management
New Jersey
$167 -$115 -1,771 -41%
M&T Bank
1121
M&T Bank
New York
– -$571M -9,344,921 Closed
UBS AM
1122
UBS AM
Illinois
– -$220M -3,597,105 Closed
FTIOP
1123
Fiduciary Trust International of Pennsylvania
Pennsylvania
– -$25.6M -418,690 Closed
QIM
1124
Quantitative Investment Management
Virginia
– -$4.29M -70,273 Closed
PFG
1125
Pacific Financial Group
Washington
– -$4.07M -66,240 Closed
43 44
45
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