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iShares Core MSCI EAFE ETF
IEFA

Overview Fund Activity

487 hedge funds and large institutions have $23.8B invested in iShares Core MSCI EAFE ETF in 2017 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 274 increasing their positions, 88 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
487
Holders Change
+49
Holders Change %
+11.19%
% of All Funds
12.16%
Holding in Top 10
103
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+8.42%
% of All Funds
2.57%
New
83
Increased
274
Reduced
88
Closed
25
Calls
$6.85M
Puts
$7.57M
Net Calls
-$712K
Net Calls Change
-$2.1M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$2.05B
2
Bank of America
Bank of America
North Carolina
+$525M
3
BL
Balentine LLC
Georgia
+$274M
4
USAA
United Services Automobile Association
Texas
+$270M
5
PPA
Parametric Portfolio Associates
Washington
+$240M

Top Sellers

1
SMM
Stadion Money Management
Georgia
-$28.8M
2
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
-$11.7M
3
Betterment LLC
Betterment LLC
New York
-$11M
4
FHB
First Hawaiian Bank
Hawaii
-$10.1M
5
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$6.88M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
226
Connecticut Wealth Management
Connecticut
$3.21M -$279K -4,603 -8%
CA
227
Clearstead Advisors
Ohio
$3.2M -$75.3K -1,236 -2%
Bank of Montreal
228
Bank of Montreal
Ontario, Canada
$3.17M +$2.27M +37,251 +252%
SEIA
229
Signature Estate & Investment Advisors
California
$3.17M -$14.4K -236 -0.5%
CS
230
Comerica Securities
Michigan
$3.13M +$434K +7,126 +16%
FWP
231
FAS Wealth Partners
Kansas
$3.09M +$161K +2,641 +5%
AIM
232
Acropolis Investment Management
Missouri
$3.09M – – –
SPIA
233
Steward Partners Investment Advisory
New York
$3.02M +$1.12M +18,450 +59%
BWA
234
BlueSky Wealth Advisors
North Carolina
$3M -$137K -2,251 -4%
TI
235
Truepoint Inc
Ohio
$2.93M -$19.7K -313 -0.7%
CTA
236
Chesley Taft & Associates
Illinois
$2.92M +$2.92M +48,000 New
PP
237
PagnatoKarp Partners
Virginia
$2.91M +$683K +11,219 +31%
BRM
238
Boston Research & Management
Massachusetts
$2.87M +$27.4K +450 +1%
PFM
239
Peak Financial Management
Massachusetts
$2.87M -$12.9K -212 -0.4%
VWA
240
V Wealth Advisors
Kansas
$2.84M +$1.26M +20,715 +79%
FMWA
241
Forvis Mazars Wealth Advisors
Missouri
$2.81M -$60.9K -1,000 -2%
IA
242
IndexIQ Advisors
New York
$2.74M +$1.52M +24,896 +124%
SGAM
243
Steinberg Global Asset Management
Florida
$2.7M +$2.7M +44,416 New
PAM
244
Peninsula Asset Management
Florida
$2.69M +$73.1K +1,200 +3%
CCA
245
Cobblestone Capital Advisors
New York
$2.68M -$146K -2,400 -5%
PG
246
Patten Group
Tennessee
$2.65M +$2.65M +41,944 New
BTIS
247
BB&T Investment Services
North Carolina
$2.64M +$939K +15,402 +55%
LWA
248
Lowe Wealth Advisors
Maryland
$2.63M +$173K +2,836 +7%
NPC
249
National Planning Corporation
California
$2.59M -$323K -5,317 -11%
BWM
250
Baystate Wealth Management
Massachusetts
$2.59M -$6.68K -108 -0.3%
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