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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 %
SF
351
Synovus Financial
Georgia
$2.34M +$253K +3,993 +12%
WAM
352
Wealthspire Advisors (Maryland)
Maryland
$2.34M -$108K -1,698 -4%
SHWM
353
Smith & Howard Wealth Management
Georgia
$2.33M +$2.33M +36,700 New
CIBC Private Wealth Group
354
CIBC Private Wealth Group
Georgia
$2.32M +$28.3K +446 +1%
MWAC
355
Mariner Wealth Advisors (Cincinnati)
Ohio
$2.31M +$1.59M +25,067 +221%
SPC
356
Salient Private Client
Texas
$2.31M +$1.31M +20,605 +131%
PAG
357
Private Advisory Group
Washington
$2.28M +$84.3K +1,330 +4%
HFS
358
HL Financial Services
Kentucky
$2.24M +$574K +9,059 +34%
SSWM
359
Smith Salley Wealth Management
North Carolina
$2.24M +$829K +13,074 +59%
AII
360
AGF Investments Inc
Ontario, Canada
$2.2M -$118K -1,864 -5%
SMM
361
Stadion Money Management
Georgia
$2.14M +$369K +5,820 +21%
RA
362
RFG Advisory
Alabama
$2.12M +$1.7M +26,897 +416%
CAM
363
Concorde Asset Management
Michigan
$2.08M +$89.4K +1,411 +4%
CTC
364
Central Trust Company
Missouri
$2.08M +$129K +2,031 +7%
RT
365
Rockland Trust
Massachusetts
$2.07M +$31.8K +501 +2%
NSIM
366
North Star Investment Management
Illinois
$2.06M +$92.3K +1,456 +5%
DMC
367
Drexel Morgan & Co
Pennsylvania
$2.06M – – –
Rockefeller Capital Management
368
Rockefeller Capital Management
New York
$2.03M -$1.54M -24,343 -43%
DADC
369
D.A. Davidson & Co
Montana
$2M +$269K +4,245 +16%
1WA
370
180 Wealth Advisors
Washington
$2M +$617K +9,734 +45%
DWT
371
Dorsey & Whitney Trust
South Dakota
$1.97M +$290K +4,582 +17%
RIA
372
Regal Investment Advisors
Michigan
$1.97M -$272K -4,287 -12%
FBA
373
Front Barnett Associates
Illinois
$1.95M – – –
CIA
374
Capital Investment Advisors
Georgia
$1.94M -$62.5K -986 -3%
MA
375
MUFG Americas
New York
$1.91M +$865K +13,644 +82%
13 14
15
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