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iShares Core MSCI EAFE ETF
IEFA

Overview Fund Activity

534 hedge funds and large institutions have $29.3B invested in iShares Core MSCI EAFE ETF in 2017 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 293 increasing their positions, 109 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
534
Holders Change
+47
Holders Change %
+9.65%
% of All Funds
13.33%
Holding in Top 10
113
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+9.71%
% of All Funds
2.82%
New
74
Increased
293
Reduced
109
Closed
22
Calls
$5.35M
Puts
$3.85M
Net Calls
+$1.5M
Net Calls Change
+$2.22M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$1.37B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$834M
3
USAA
United Services Automobile Association
Texas
+$296M
4
UBS Group
UBS Group
Switzerland
+$241M
5
RJA
Raymond James & Associates
Florida
+$136M

Top Sellers

1
SMM
Stadion Money Management
Georgia
-$115M
2
AC
Alleghany Corporation
New York
-$89.4M
3
BlackRock
BlackRock
New York
-$74.2M
4
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
-$64M
5
FTUS
Flow Traders U.S.
New York
-$49.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
401
Bourgeon Capital Management
Connecticut
$458K +$458K +7,141 New
WP
402
WealthPLAN Partners
Nebraska
$457K +$18.3K +286 +4%
TSS
403
Two Sigma Securities
New York
$457K +$457K +7,121 New
MFS
404
McNamara Financial Services
Massachusetts
$453K – – –
OBWP
405
O'Brien Wealth Partners
Massachusetts
$451K -$250K -3,893 -36%
FCIM
406
Fairview Capital Investment Management
California
$446K +$159K +2,475 +55%
FNBTCON
407
First National Bank & Trust Co of Newtown
Pennsylvania
$446K +$203K +3,160 +83%
BCA
408
Bray Capital Advisors
Florida
$441K -$15.3K -239 -3%
SG
409
StoneX Group
New York
$440K -$152K -2,378 -26%
HWA
410
Heritage Wealth Advisors
Virginia
$433K – – –
VFA
411
Valeo Financial Advisors
Indiana
$430K +$430K +6,702 New
PMG
412
ProVise Management Group
Florida
$425K +$101K +1,568 +31%
BWM
413
BerganKDV Wealth Management
Minnesota
$420K +$13.8K +215 +3%
WA
414
WBH Advisory
Maryland
$418K +$67.8K +1,034 +19%
BOTW
415
Bank of the West
California
$414K – – –
WB
416
WesBanco Bank
West Virginia
$408K +$52.4K +816 +15%
OC
417
Oppenheimer & Co
New York
$407K – – –
AWM
418
Altavista Wealth Management
North Carolina
$405K +$136K +2,115 +50%
WS
419
Wedbush Securities
California
$403K +$101K +1,574 +33%
SWM
420
SVA Wealth Management
Wisconsin
$402K +$97.2K +1,514 +32%
CDIA
421
Capital Directions Investment Advisors
Georgia
$402K +$402K +6,270 New
CCM
422
Canal Capital Management
Virginia
$399K – – –
BMCM
423
Bryn Mawr Capital Management
Pennsylvania
$389K -$6.55K -102 -2%
LCM
424
Logan Capital Management
Pennsylvania
$362K -$414K -6,453 -53%
FUBT
425
First United Bank & Trust
Maryland
$358K +$358K +5,583 New
15 16
17
18 19