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iShares Core MSCI EAFE ETF
IEFA

Overview Fund Activity

740 hedge funds and large institutions have $45.4B invested in iShares Core MSCI EAFE ETF in 2018 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 412 increasing their positions, 159 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
740
Holders Change
+35
Holders Change %
+4.96%
% of All Funds
16.96%
Holding in Top 10
164
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+2.5%
% of All Funds
3.76%
New
80
Increased
412
Reduced
159
Closed
41
Calls
$7.13M
Puts
$6.23M
Net Calls
+$900K
Net Calls Change
-$165K

Top Buyers

1
BlackRock
BlackRock
New York
+$478M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$338M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$300M
4
TAIM
TD Ameritrade Investment Management
Nebraska
+$246M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$241M

Top Sellers

1
USAA
United Services Automobile Association
Texas
-$582M
2
Bank of America
Bank of America
North Carolina
-$579M
3
HSBC Holdings
HSBC Holdings
United Kingdom
-$160M
4
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
-$146M
5
RIG
RiverFront Investment Group
Virginia
-$108M
Name Holding Trade Value Shares
Change 		Shares
Change %
BF
301
BOK Financial
Oklahoma
$3.41M +$862K +13,606 +34%
MWM
302
Modera Wealth Management
New Jersey
$3.38M +$1.16M +18,307 +52%
TTWM
303
TCV Trust & Wealth Management
Virginia
$3.35M +$388K +6,115 +13%
MA
304
MCF Advisors
Kentucky
$3.33M +$247K +3,890 +8%
FHA
305
First Horizon Advisors
Tennessee
$3.32M +$256K +4,041 +8%
MG
306
Mather Group
Illinois
$3.32M +$1.39K +22 +0%
GT
307
Greenleaf Trust
Michigan
$3.23M -$2.17M -34,275 -40%
BWM
308
Baystate Wealth Management
Massachusetts
$3.21M +$118K +1,863 +4%
PP
309
PagnatoKarp Partners
Virginia
$3.19M -$1.14M -17,928 -26%
BRM
310
Boston Research & Management
Massachusetts
$3.19M +$40K +631 +1%
CWM
311
Connecticut Wealth Management
Connecticut
$3.19M -$14.4K -230 -0.5%
KCP
312
KDI Capital Partners
North Carolina
$3.11M +$49.7K +785 +2%
RIA
313
Rocaton Investment Advisors
Connecticut
$3.08M – – –
MWM
314
Mascoma Wealth Management
New Hampshire
$3.02M -$3.03M -47,831 -50%
LF
315
Lee Financial
Texas
$3.01M +$590K +9,313 +24%
KCM
316
Kanawha Capital Management
Virginia
$2.98M +$271K +4,270 +10%
BFEC
317
Benjamin F. Edwards & Company
Missouri
$2.97M -$480K -7,568 -14%
MWM
318
Marietta Wealth Management
Georgia
$2.95M +$2.95M +46,542 New
GTAM
319
Global Trust Asset Management
Florida
$2.92M -$174K -2,752 -6%
WA
320
Wealth Architects
California
$2.91M +$318K +5,014 +12%
HT
321
Heritage Trust
Oklahoma
$2.91M +$39.3K +621 +1%
HSA
322
HBK Sorce Advisory
Pennsylvania
$2.87M +$53.3K +842 +2%
IWM
323
IHT Wealth Management
Illinois
$2.87M +$2.14M +33,740 +292%
PFM
324
Peak Financial Management
Massachusetts
$2.87M -$212K -3,339 -7%
FHA
325
Flagship Harbor Advisors
Massachusetts
$2.85M +$1.39M +21,996 +96%
11 12
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