IEFA icon

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 %
OC
426
Oppenheimer & Co
New York
$762K +$342K +5,173 +81%
VFA
427
Valeo Financial Advisors
Indiana
$757K +$314K +4,756 +71%
FMC
428
First Merchants Corp
Indiana
$755K +$37.6K +569 +5%
PWA
429
Peterson Wealth Advisors
Utah
$746K +$746K +11,287 New
AA
430
Advisory Alpha
Michigan
$745K -$339K -4,860 -31%
KTC
431
Kistler-Tiffany Companies
Pennsylvania
$745K +$745K +11,279 New
FUBT
432
First United Bank & Trust
Maryland
$731K +$362K +5,474 +98%
PA
433
PFG Advisors
Arizona
$728K +$728K +11,012 New
FNBTCON
434
First National Bank & Trust Co of Newtown
Pennsylvania
$722K +$263K +3,975 +57%
CL
435
CPWM LLC
Washington
$715K +$50.6K +765 +8%
EWM
436
Empirical Wealth Management
Washington
$713K +$18.6K +282 +3%
SCM
437
SOL Capital Management
Maryland
$712K -$5.62K -85 -0.8%
GBT
438
Grove Bank & Trust
Florida
$703K +$169K +2,557 +32%
PCM
439
Parsons Capital Management
Rhode Island
$685K +$330K +4,995 +93%
BRF
440
B. Riley Financial
California
$684K +$5.09K +77 +0.7%
FFA
441
First Foundation Advisors
California
$678K -$41.5K -628 -6%
LFG
442
LifePlan Financial Group
Ohio
$678K – – –
EFSCE
443
Enterprise Financial Services Corp (EFSC)
Missouri
$677K +$193K +2,917 +40%
CFB
444
Cullen/Frost Bankers
Texas
$674K +$60.8K +920 +10%
AB
445
AT Bancorp
Iowa
$648K +$648K +9,801 New
CF
446
Centaurus Financial
California
$627K +$627K +9,493 New
SS
447
Simplicity Solutions
Minnesota
$624K -$73.8K -1,118 -11%
Bessemer Group
448
Bessemer Group
New Jersey
$623K +$83.6K +1,267 +16%
WWM
449
Willingdon Wealth Management
North Carolina
$616K +$70.6K +1,068 +13%
TCM
450
Tufton Capital Management
Maryland
$608K +$28.4K +430 +5%
16 17
18
19 20