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iShares Core MSCI EAFE ETF
IEFA

Overview Fund Activity

487 hedge funds and large institutions have $23.8B invested in iShares Core MSCI EAFE ETF in 2017 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 274 increasing their positions, 88 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
487
Holders Change
+49
Holders Change %
+11.19%
% of All Funds
12.16%
Holding in Top 10
103
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+8.42%
% of All Funds
2.57%
New
83
Increased
274
Reduced
88
Closed
25
Calls
$6.85M
Puts
$7.57M
Net Calls
-$712K
Net Calls Change
-$2.1M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$2.05B
2
Bank of America
Bank of America
North Carolina
+$525M
3
BL
Balentine LLC
Georgia
+$274M
4
USAA
United Services Automobile Association
Texas
+$270M
5
PPA
Parametric Portfolio Associates
Washington
+$240M

Top Sellers

1
SMM
Stadion Money Management
Georgia
-$28.8M
2
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
-$11.7M
3
Betterment LLC
Betterment LLC
New York
-$11M
4
FHB
First Hawaiian Bank
Hawaii
-$10.1M
5
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$6.88M
Name Holding Trade Value Shares
Change 		Shares
Change %
CONA
401
Capital One National Association
New York
$315K -$112K -1,845 -26%
PMG
402
ProVise Management Group
Florida
$308K +$308K +5,056 New
AAM
403
Aureus Asset Management
Massachusetts
$300K -$433K -7,100 -59%
PWM
404
Perigon Wealth Management
California
$290K +$290K +4,757 New
SWM
405
SVA Wealth Management
Wisconsin
$289K +$7.97K +131 +3%
Cerity Partners
406
Cerity Partners
New York
$289K +$289K +4,754 New
AW
407
ACG Wealth
Georgia
$288K +$288K +4,728 New
WS
408
Wedbush Securities
California
$286K +$286K +4,699 New
BJL
409
Brighton Jones LLC
Washington
$275K +$275K +4,516 New
FCIM
410
Fairview Capital Investment Management
California
$272K +$30.4K +500 +13%
CBU
411
CIBC Bank USA
Illinois
$266K +$266K +4,375 New
SIM
412
Strategic Investment Management
Virginia
$260K +$5.26K +86,457 +2%
MFW
413
Mosaic Family Wealth
Missouri
$258K +$1.03K +17 +0.4%
BFIM
414
Beese Fulmer Investment Management
Ohio
$256K – – –
RCM
415
Radnor Capital Management
Pennsylvania
$256K – – –
AWM
416
Altavista Wealth Management
North Carolina
$256K +$256K +4,202 New
PCM
417
Parsons Capital Management
Rhode Island
$255K +$255K +4,180 New
GIM
418
Greystone Investment Management
Ohio
$254K – – –
CCMD
419
Cypress Capital Management (Delaware)
Delaware
$244K +$244K +4,000 New
Citigroup
420
Citigroup
New York
$241K +$4.02K +66 +2%
GP
421
Girard Partners
Pennsylvania
$239K +$9.12K +150 +4%
IFAM
422
Institutional & Family Asset Management
Colorado
$238K +$238K +3,903 New
IP
423
Intellectus Partners
California
$238K +$238K +3,905 New
FNBTCON
424
First National Bank & Trust Co of Newtown
Pennsylvania
$231K -$73.7K -1,210 -24%
MWM
425
Merriman Wealth Management
Washington
$229K -$144K -2,373 -39%
15 16
17
18 19