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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 %
GWM
326
Geneos Wealth Management
Colorado
$585K +$217K +3,738 +59%
IT
327
Independence Trust
Tennessee
$584K +$41.3K +713 +8%
GA
328
Geneva Advisors
Illinois
$574K +$138K +2,375 +32%
CWA
329
Cypress Wealth Advisors
California
$533K -$14.3K -246 -3%
AIM
330
Advantage Investment Management
Iowa
$525K +$36.1K +624 +7%
HFS
331
Haverford Financial Services
Pennsylvania
$522K – – –
EWM
332
Evercore Wealth Management
New York
$504K +$307K +5,295 +156%
HR
333
Howe & Rusling
New York
$493K -$38.8K -671 -7%
FBFS
334
First Business Financial Services
Wisconsin
$475K +$6.67K +115 +1%
GT
335
Greenleaf Trust
Michigan
$470K +$470K +8,105 New
OBWP
336
O'Brien Wealth Partners
Massachusetts
$459K -$5.74K -99 -1%
FNBT
337
FineMark National Bank & Trust
Florida
$458K – – –
WWM
338
Willingdon Wealth Management
North Carolina
$422K +$1.04K +18 +0.2%
BCA
339
Bray Capital Advisors
Florida
$412K -$116K -2,000 -22%
MFS
340
McNamara Financial Services
Massachusetts
$408K -$152K -2,630 -27%
CAM
341
Concorde Asset Management
Michigan
$407K +$407K +7,024 New
CONA
342
Capital One National Association
New York
$406K -$115K -1,980 -22%
Northern Trust
343
Northern Trust
Illinois
$404K -$32M -551,580 -99%
MSAM
344
Moloney Securities Asset Management
Missouri
$399K +$79.7K +1,373 +25%
FFA
345
First Foundation Advisors
California
$398K -$237K -4,091 -37%
LG
346
Leuthold Group
Minnesota
$393K +$393K +6,780 New
HWA
347
Heritage Wealth Advisors
Virginia
$391K – – –
NL
348
NWAM LLC
Washington
$389K +$389K +6,710 New
DC
349
Davenport & Co
Virginia
$384K – – –
BOTW
350
Bank of the West
California
$374K +$142K +2,448 +61%
12 13
14
15 16