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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 %
QI
101
QS Investors
New York
$50.1M +$1.09M +16,527 +2%
CCFCSB
102
Cape Cod Five Cents Savings Bank
Massachusetts
$50M -$79.5K -1,218 -0.2%
Manulife (Manufacturers Life Insurance)
103
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$49.5M +$49.5M +758,312 New
DLDF
104
Dan L. Duncan Foundation
Texas
$48.8M +$48.8M +748,146 New
PAG
105
Private Advisor Group
New Jersey
$46.7M -$276K -4,234 -0.6%
PPW
106
Parcion Private Wealth
Washington
$46.6M +$46.6M +714,405 New
CCA
107
Conservest Capital Advisors
Pennsylvania
$45.5M +$1.56M +23,949 +4%
EH
108
Equitable Holdings
New York
$45.2M +$45.2M +692,112 New
SPIA
109
Steward Partners Investment Advisory
New York
$43.9M +$12M +184,693 +38%
FI
110
FormulaFolio Investments
Michigan
$43.7M -$1.59M -24,310 -4%
Susquehanna International Group
111
Susquehanna International Group
Pennsylvania
$42.2M +$39.7M +609,140 +1,588%
AI
112
Atria Investments
North Carolina
$42.2M +$10.5M +160,593 +33%
BCWM
113
Bartlett & Co Wealth Management
Ohio
$42M +$6.96M +106,624 +20%
CAI
114
Capital Advisors Inc
Oklahoma
$41.5M +$8.57M +131,375 +26%
CONA
115
Capital One National Association
New York
$41.2M +$41.2M +631,990 New
IAA
116
Independent Advisor Alliance
North Carolina
$40.7M +$38.3M +586,442 +1,581%
BL
117
Balentine LLC
Georgia
$40.3M +$2.74M +41,981 +7%
BCA
118
Berman Capital Advisors
Georgia
$39.8M +$2.03M +31,107 +5%
ECM
119
ETrade Capital Management
Virginia
$39.3M +$19.9M +304,364 +102%
BSB
120
Bangor Savings Bank
Maine
$39.3M +$1.27M +19,516 +3%
Thrivent Financial for Lutherans
121
Thrivent Financial for Lutherans
Minnesota
$38.1M -$2.89M -31,170 -7%
HWA
122
Heritage Wealth Advisors
Virginia
$38M +$2.45M +37,527 +7%
EVM
123
Eaton Vance Management
Massachusetts
$37.9M +$2.54M +38,938 +7%
CAN
124
Cetera Advisor Networks
California
$36.7M +$7.29M +111,696 +25%
Brown Advisory
125
Brown Advisory
Maryland
$36.6M +$85.9K +1,316 +0.2%
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5
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