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iShares Core MSCI EAFE ETF
IEFA

Overview Fund Activity

438 hedge funds and large institutions have $17.1B invested in iShares Core MSCI EAFE ETF in 2017 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 225 increasing their positions, 95 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
438
Holders Change
+50
Holders Change %
+12.89%
% of All Funds
10.92%
Holding in Top 10
95
Holding in Top 10 Change
+24
Holding in Top 10 Change %
+33.8%
% of All Funds
2.37%
New
78
Increased
225
Reduced
95
Closed
20
Calls
$1.39M
Puts
$1K
Net Calls
+$1.38M
Net Calls Change
-$745K

Top Buyers

1
BlackRock
BlackRock
New York
+$2.09B
2
RJA
Raymond James & Associates
Florida
+$872M
3
UBS Group
UBS Group
Switzerland
+$543M
4
Bank of America
Bank of America
North Carolina
+$429M
5
RIG
RiverFront Investment Group
Virginia
+$177M

Top Sellers

1
VC
Vicus Capital
Pennsylvania
-$216M
2
USAA
United Services Automobile Association
Texas
-$56.3M
3
Northern Trust
Northern Trust
Illinois
-$32M
4
MIH
Madison Investment Holdings
Wisconsin
-$19.8M
5
SIA
Spruce Investment Advisors
Connecticut
-$19.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
V
301
Veritable
Delaware
$794K -$98.5K -1,700 -11%
FFEC
302
First Financial Equity Corporation
Arizona
$757K +$757K +13,010 New
VIA
303
Vantage Investment Advisors
Pennsylvania
$755K +$117K +2,026 +18%
PTC
304
Private Trust Company
Ohio
$738K -$302K -5,220 -29%
WA
305
Waverly Advisors
Alabama
$737K +$87.4K +1,509 +13%
AAM
306
Aureus Asset Management
Massachusetts
$727K +$346K +5,720 +91%
EWM
307
Empirical Wealth Management
Washington
$726K -$20.3K -350 -3%
PJSIMP
308
P.J. Schmidt Investment Management (PJS)
Wisconsin
$722K +$58.5K +1,010 +9%
SLG
309
Stanley-Laman Group
Pennsylvania
$718K -$28.5K -491 -4%
BFPW
310
BOK Financial Private Wealth
Colorado
$692K +$11.1K +192 +2%
GT
311
Glenmede Trust
Pennsylvania
$685K +$98.3K +1,698 +17%
ACS
312
Archford Capital Strategies
Illinois
$680K +$7.24K +125 +1%
FA
313
FMA Advisory
Pennsylvania
$666K +$666K +11,499 New
DT
314
Diversified Trust
Tennessee
$664K +$664K +11,459 New
JIC
315
Johnson Investment Counsel
Ohio
$657K -$785K -13,545 -54%
IPC
316
Independent Portfolio Consultants
Florida
$655K +$275K +4,745 +72%
EFS
317
Essex Financial Services
Connecticut
$649K +$649K +11,197 New
LFG
318
LifePlan Financial Group
Ohio
$643K +$214K +3,689 +50%
PV
319
Private Vista
Illinois
$618K +$618K +10,375 New
SFG
320
StrategIQ Financial Group
Indiana
$610K +$108K +1,864 +21%
CIBC World Market
321
CIBC World Market
Ontario, Canada
$608K – – –
HF
322
HRT Financial
New York
$602K +$602K +10,405 New
VKH
323
Virtu KCG Holdings
New York
$601K +$601K +10,375 New
FLPIM
324
F.L. Putnam Investment Management
Massachusetts
$599K +$210K +3,626 +54%
BRF
325
B. Riley Financial
California
$595K – – –
11 12
13
14 15