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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 %
BOH
151
Bank of Hawaii
Hawaii
$29.5M -$118K -1,814 -0.4%
HCMT
152
Highland Capital Management (Tennessee)
Tennessee
$29.3M +$473K +7,251 +2%
NQWM
153
Northwest Quadrant Wealth Management
Oregon
$29M -$1.18M -18,153 -4%
FLPIM
154
F.L. Putnam Investment Management
Massachusetts
$28.6M +$5.29M +81,033 +23%
AWS
155
AJ Wealth Strategies
New York
$28.2M -$823K -12,611 -3%
WTC
156
WhitTier Trust Company
Nevada
$28.1M +$1.3M +19,995 +5%
NA
157
NewEdge Advisors
Louisiana
$27.5M +$3.04M +46,552 +12%
William Blair & Company
158
William Blair & Company
Illinois
$27.2M -$310K -4,755 -1%
SAS
159
Sage Advisory Services
Texas
$26.7M +$9.79K +150 +0%
MA
160
MCF Advisors
Kentucky
$26M -$879K -13,470 -3%
F
161
F3Logic
Minnesota
$25.9M +$2.48M +38,002 +11%
FPGK
162
Financial Partners Group (Kansas)
Kansas
$24.9M +$1.24M +19,162 +5%
BOS
163
Bingham Osborn & Scarborough
California
$24.7M +$41.2K +632 +0.2%
AWM
164
AE Wealth Management
Kansas
$24.2M +$12.8M +195,661 +112%
RJT
165
Raymond James Trust
Florida
$24M -$4.63M -71,004 -16%
Fiera Capital (Canada)
166
Fiera Capital (Canada)
Quebec, Canada
$23.8M +$11M +167,876 +86%
BC
167
Brinker Capital
Pennsylvania
$23.5M +$10.6M +163,225 +83%
DS
168
DRW Securities
Illinois
$23.2M +$7.47M +114,539 +48%
LI
169
LVZ Inc
Michigan
$23M +$691K +10,590 +3%
SIAM
170
Sterling Investment Advisors (Missouri)
Missouri
$22.7M +$164K +2,515 +0.7%
BWP
171
BSW Wealth Partners
Colorado
$22.6M +$182K +2,790 +0.8%
TI
172
Truepoint Inc
Ohio
$22.4M -$278K -4,268 -1%
GRP
173
Global Retirement Partners
California
$22M +$958K +14,685 +5%
State of Wisconsin Investment Board
174
State of Wisconsin Investment Board
Wisconsin
$21.9M -$11.8M -180,700 -35%
RFC
175
Regions Financial Corp
Alabama
$21.7M +$373K +5,725 +2%
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