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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 %
RCA
426
Rowland Carmichael Advisors
Arizona
$226K -$22.6K -372 -9%
FAM
427
Formidable Asset Management
Ohio
$226K – – –
CCP
428
Corient Capital Partners
California
$215K – – –
MWAC
429
Mariner Wealth Advisors (Cincinnati)
Ohio
$213K -$22K -361 -9%
CWA
430
Cypress Wealth Advisors
California
$209K -$351K -5,759 -63%
PFGIA
431
Patriot Financial Group Insurance Agency
Massachusetts
$197K +$29.3K +484 +18%
Toronto Dominion Bank
432
Toronto Dominion Bank
Ontario, Canada
$156K +$20.2K +331 +15%
HNB
433
Huntington National Bank
Ohio
$136K – – –
LWA
434
Lenox Wealth Advisors
New York
$128K +$1.1K +18 +0.9%
PCP
435
Proficio Capital Partners
Massachusetts
$126K – – –
Nisa Investment Advisors
436
Nisa Investment Advisors
Missouri
$123K +$65.2K +1,070 +113%
LPIC
437
LeJeune Puetz Investment Counsel
Michigan
$122K – – –
SBL
438
Sargent Bickham Lagudis
Colorado
$115K +$115K +1,896 New
RPG
439
Risk Paradigm Group
Texas
$99.7K -$29.7K -487 -23%
M
440
MOTCO
Texas
$89K – – –
AWMS
441
Advocacy Wealth Management Services
Georgia
$88K +$39.7K +652 +82%
CT
442
Clearstead Trust
Maine
$87K +$87K +1,431 New
AWM
443
Avior Wealth Management
Nebraska
$84K – – –
EFSCE
444
Enterprise Financial Services Corp (EFSC)
Missouri
$83K – – –
BC
445
Barnett & Company
Tennessee
$83K +$83K +1,365 New
FCB
446
First Command Bank
Texas
$82K +$82K +1,339 New
FCFS
447
First Command Financial Services
Texas
$82K +$82K +1,339 New
HI
448
Hudock Inc
Pennsylvania
$80K +$39.8K +661 +99%
JWA
449
JFS Wealth Advisors
Pennsylvania
$78K +$78K +1,287 New
LWCFA
450
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$76K +$7.59K +122 +11%
16 17
18
19 20