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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 %
WBG
176
Wharton Business Group
Pennsylvania
$21.3M -$35.7M -547,128 -63%
CB
177
Community Bank
New York
$21.3M -$318K -4,871 -1%
FFA
178
Fragasso Financial Advisors
Pennsylvania
$21.2M +$714K +10,938 +3%
RMC
179
Regis Management Company
California
$21.1M -$416K -6,370 -2%
SCP
180
Syntal Capital Partners
Texas
$20.6M -$4.9M -75,130 -19%
GLA
181
Great Lakes Advisors
Illinois
$20.4M +$3.43M +52,545 +20%
IWC
182
Integrated Wealth Concepts
Massachusetts
$20.4M +$10.4M +160,151 +105%
FSC
183
Full Sail Capital
Oklahoma
$20.4M +$2.37M +36,143 +13%
BWA
184
BDO Wealth Advisors
Florida
$20M -$1.01M -15,512 -5%
MGIA
185
Moneta Group Investment Advisors
Missouri
$19.7M +$1.07M +16,331 +6%
UWPG
186
Ullmann Wealth Partners Group
Florida
$19.3M -$284K -4,355 -1%
CG
187
Colony Group
Massachusetts
$19.3M -$763K -11,692 -4%
Comerica Bank
188
Comerica Bank
Texas
$19.2M +$83.4K +1,295 +0.4%
BFM
189
Broadview Financial Management
Wisconsin
$19M -$267K -4,091 -1%
FLA
190
Financial Life Advisors
Texas
$18.9M -$207K -3,174 -1%
FAAS
191
First Allied Advisory Services
California
$18.9M -$231K -3,528 -1%
RTC
192
Riverview Trust Company
Washington
$18.9M -$514K -7,877 -3%
LIA
193
LBMC Investment Advisors
Tennessee
$18.6M +$1.22M +18,681 +7%
HFA
194
High Falls Advisors
New York
$18.6M +$6.01M +92,125 +48%
FNBTCON
195
First National Bank & Trust Co of Newtown
Pennsylvania
$18.6M +$17.9M +274,775 +2,762%
PI
196
Parkside Investments
Illinois
$18.5M +$861K +13,195 +5%
NAM
197
North American Management
Massachusetts
$18.4M -$278K -4,265 -1%
PI
198
PFS Investments
Georgia
$18.3M +$797K +12,218 +5%
FA
199
FDx Advisors
Illinois
$18.1M -$2.05M -31,477 -10%
Cerity Partners
200
Cerity Partners
New York
$17.9M +$957K +14,665 +6%
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