IEFA icon

iShares Core MSCI EAFE ETF
IEFA

Overview Fund Activity

892 hedge funds and large institutions have $42.1B invested in iShares Core MSCI EAFE ETF in 2018 Q4 according to their latest regulatory filings, with 212 funds opening new positions, 370 increasing their positions, 249 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
892
Holders Change
+136
Holders Change %
+17.99%
% of All Funds
19.91%
Holding in Top 10
196
Holding in Top 10 Change
+30
Holding in Top 10 Change %
+18.07%
% of All Funds
4.37%
New
212
Increased
370
Reduced
249
Closed
68
Calls
$1.9M
Puts
$605K
Net Calls
+$1.3M
Net Calls Change
-$1.22M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$388M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$334M
3
SIM
Strategic Investment Management
Virginia
+$329M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$195M
5
TF
TIAA FSB
Florida
+$168M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$1.29B
2
AC
Allstate Corporation
Illinois
-$447M
3
Bank of America
Bank of America
North Carolina
-$390M
4
BlackRock
BlackRock
New York
-$356M
5
CWM
Cornerstone Wealth Management
Missouri
-$155M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIM
201
Acropolis Investment Management
Missouri
$11.3M +$8.5M +154,530 +303%
FPCP
202
Fort Point Capital Partners
California
$11.1M +$2.44M +44,333 +28%
AA
203
Ancora Advisors
Ohio
$10.9M -$1.08M -19,651 -9%
SPC
204
Sigma Planning Corp
Michigan
$10.9M -$682K -12,398 -6%
EDRIA
205
Edmonds Duncan Registered Investment Advisors
Kansas
$10.9M +$3.09M +56,127 +40%
Bessemer Group
206
Bessemer Group
New Jersey
$10.8M +$10.3M +188,009 +2,148%
MGIA
207
Moneta Group Investment Advisors
Missouri
$10.8M -$6.41M -116,473 -37%
Bank of Montreal
208
Bank of Montreal
Ontario, Canada
$10.6M +$2.34M +42,493 +28%
Citigroup
209
Citigroup
New York
$10.5M +$811K +14,739 +8%
CIC
210
Cutler Investment Counsel
Oregon
$10.4M -$737K -13,407 -7%
PA
211
Probity Advisors
Texas
$10.3M -$1.05M -19,047 -9%
AI
212
Atria Investments
North Carolina
$10.2M -$20.7M -376,728 -67%
6M
213
6 Meridian
Kansas
$10.2M +$10.2M +185,623 New
IOOF
214
Independent Order of Foresters
Ontario, Canada
$10.2M – – –
DIA
215
Davidson Investment Advisors
Montana
$9.95M +$89.7K +1,630 +0.9%
WIM
216
Westside Investment Management
California
$9.78M -$12.2M -220,989 -55%
BWA
217
BDO Wealth Advisors
Florida
$9.75M -$156K -2,840 -2%
IA
218
IFP Advisors
Florida
$9.61M -$15.4M -281,301 -62%
SHIM
219
Stone House Investment Management
Pennsylvania
$9.61M +$1.91M +34,725 +25%
CCM
220
Coldstream Capital Management
Washington
$9.51M -$3.03M -55,130 -24%
MCM
221
Monument Capital Management
Virginia
$9.41M +$229K +4,159 +2%
MWM
222
Merriman Wealth Management
Washington
$9.4M +$9.05M +161,344 +2,581%
Cerity Partners
223
Cerity Partners
New York
$9.39M +$7.83M +142,348 +501%
WJA
224
Williams Jones & Associates
New York
$9.28M -$1.03M -18,774 -10%
Impax Asset Management Group
225
Impax Asset Management Group
United Kingdom
$9.11M +$660K +11,993 +8%
7 8
9
10 11