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iShares Core MSCI EAFE ETF
IEFA

Overview Fund Activity

654 hedge funds and large institutions have $33.5B invested in iShares Core MSCI EAFE ETF in 2017 Q4 according to their latest regulatory filings, with 151 funds opening new positions, 331 increasing their positions, 119 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
654
Holders Change
+120
Holders Change %
+22.47%
% of All Funds
14.85%
Holding in Top 10
139
Holding in Top 10 Change
+26
Holding in Top 10 Change %
+23.01%
% of All Funds
3.16%
New
151
Increased
331
Reduced
119
Closed
28
Calls
$6.64M
Puts
$4.63M
Net Calls
+$2M
Net Calls Change
+$500K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$594M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$444M
3
RJA
Raymond James & Associates
Florida
+$401M
4
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
+$307M
5
LMGAM
Liberty Mutual Group Asset Management
Massachusetts
+$172M

Top Sellers

1
SMM
Stadion Money Management
Georgia
-$130M
2
HI
Horizon Investments
North Carolina
-$98.7M
3
BlackRock
BlackRock
New York
-$97.9M
4
Squarepoint
Squarepoint
New York
-$39.8M
5
SIM
Strategic Investment Management
Virginia
-$35.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
AII
301
AGF Investments Inc
Ontario, Canada
$2.67M -$29.7K -449 -1%
UB
302
UMB Bank
Missouri
$2.65M -$69K -1,044 -3%
OAM
303
Oppenheimer Asset Management
New York
$2.64M – – –
CGA
304
Crescent Grove Advisors
Illinois
$2.59M – – –
WAM
305
Wealthspire Advisors (Maryland)
Maryland
$2.57M +$164K +2,474 +7%
KCM
306
Kanawha Capital Management
Virginia
$2.54M +$588K +8,900 +30%
OCG
307
Opus Capital Group
Ohio
$2.53M +$641K +9,703 +34%
MIH
308
Madison Investment Holdings
Wisconsin
$2.42M -$118K -1,784 -5%
BFEC
309
Benjamin F. Edwards & Company
Missouri
$2.4M +$33K +499 +1%
TI
310
Truepoint Inc
Ohio
$2.35M +$361K +5,464 +18%
MWM
311
Modera Wealth Management
New Jersey
$2.34M -$40.4K -611 -2%
FF
312
Fluent Financial
Texas
$2.32M +$2.32M +34,113 New
DC
313
Davenport & Co
Virginia
$2.29M +$648K +9,804 +39%
HCA
314
Harbour Capital Advisors
Virginia
$2.28M +$746K +11,290 +49%
PCA
315
Providence Capital Advisors
North Carolina
$2.27M +$2.27M +34,282 New
SFA
316
Stewardship Financial Advisors
Georgia
$2.26M +$166K +2,518 +8%
DMC
317
Drexel Morgan & Co
Pennsylvania
$2.15M -$2.03M -30,645 -48%
RIA
318
Regal Investment Advisors
Michigan
$2.13M +$14.2K +215 +0.7%
LCM
319
Logan Capital Management
Pennsylvania
$2.05M +$1.68M +25,394 +450%
CIA
320
Capital Investment Advisors
Georgia
$2.04M -$52.8K -799 -3%
FBA
321
Front Barnett Associates
Illinois
$2.04M +$64.8K +980 +3%
SIM
322
SSI Investment Management
California
$2.02M +$224K +3,387 +12%
SF
323
Synovus Financial
Georgia
$2M +$113K +1,719 +6%
ECM
324
Evergreen Capital Management
Washington
$1.98M +$1.98M +29,996 New
NSIM
325
North Star Investment Management
Illinois
$1.95M +$162K +2,445 +9%
11 12
13
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