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iShares Core MSCI EAFE ETF
IEFA

Overview Fund Activity

654 hedge funds and large institutions have $33.5B invested in iShares Core MSCI EAFE ETF in 2017 Q4 according to their latest regulatory filings, with 151 funds opening new positions, 331 increasing their positions, 119 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
654
Holders Change
+120
Holders Change %
+22.47%
% of All Funds
14.85%
Holding in Top 10
139
Holding in Top 10 Change
+26
Holding in Top 10 Change %
+23.01%
% of All Funds
3.16%
New
151
Increased
331
Reduced
119
Closed
28
Calls
$6.64M
Puts
$4.63M
Net Calls
+$2M
Net Calls Change
+$500K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$594M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$444M
3
RJA
Raymond James & Associates
Florida
+$401M
4
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
+$307M
5
LMGAM
Liberty Mutual Group Asset Management
Massachusetts
+$172M

Top Sellers

1
SMM
Stadion Money Management
Georgia
-$130M
2
HI
Horizon Investments
North Carolina
-$98.7M
3
BlackRock
BlackRock
New York
-$97.9M
4
Squarepoint
Squarepoint
New York
-$39.8M
5
SIM
Strategic Investment Management
Virginia
-$35.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIBC World Market
401
CIBC World Market
Ontario, Canada
$928K +$143K +2,159 +18%
AIM
402
Advantage Investment Management
Iowa
$922K +$105K +1,596 +13%
SMC
403
Smith, Moore & Co
Missouri
$920K -$14.3K -216 -2%
FA
404
FMA Advisory
Pennsylvania
$915K +$171K +2,592 +23%
RBA
405
Richard Bernstein Advisors
New York
$908K +$904K +13,671 +21,700%
PP
406
PrairieView Partners
Minnesota
$898K +$898K +13,589 New
EA
407
Efficient Advisors
Ohio
$895K +$79.1K +1,196 +10%
PTC
408
Private Trust Company
Ohio
$887K -$122K -1,853 -12%
IT
409
Independence Trust
Tennessee
$869K +$122K +1,844 +16%
CONA
410
Capital One National Association
New York
$868K +$233K +3,528 +37%
ACS
411
Archford Capital Strategies
Illinois
$856K – – –
AWP
412
Ascent Wealth Partners
New York
$855K +$369K +5,580 +76%
CWS
413
Cypress Wealth Services
California
$845K +$845K +12,781 New
BCM
414
Breiter Capital Management
Florida
$836K +$836K +12,648 New
VAM
415
Visionary Asset Management
Texas
$830K +$81.5K +1,232 +11%
PGA
416
Premia Global Advisors
Florida
$829K +$829K +12,667 New
BFPW
417
BOK Financial Private Wealth
Colorado
$819K +$9.59K +145 +1%
G
418
GenTrust
Florida
$816K +$816K +12,351 New
CA
419
Clearstead Advisors
Ohio
$815K -$4.33M -65,440 -84%
V
420
Veritable
Delaware
$801K -$641K -9,710 -44%
MOS
421
MGO One Seven
Ohio
$801K +$801K +12,122 New
S
422
SignatureFD
Georgia
$801K +$801K +12,126 New
RIA
423
RPG Investment Advisory
California
$779K +$735K +11,111 +1,651%
EWM
424
Evercore Wealth Management
New York
$772K – – –
SLG
425
Stanley-Laman Group
Pennsylvania
$768K -$35.3K -534 -4%
15 16
17
18 19