IEFA icon

iShares Core MSCI EAFE ETF
IEFA

Overview Fund Activity

705 hedge funds and large institutions have $45.9B invested in iShares Core MSCI EAFE ETF in 2018 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 384 increasing their positions, 152 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
705
Holders Change
+51
Holders Change %
+7.8%
% of All Funds
16.18%
Holding in Top 10
160
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+15.11%
% of All Funds
3.67%
New
90
Increased
384
Reduced
152
Closed
30
Calls
$6.54M
Puts
$5.47M
Net Calls
+$1.07M
Net Calls Change
-$938K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$8.94B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$985M
3
AC
Allstate Corporation
Illinois
+$611M
4
UBS Group
UBS Group
Switzerland
+$316M
5
HSBC Holdings
HSBC Holdings
United Kingdom
+$188M

Top Sellers

1
BlackRock
BlackRock
New York
-$335M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$239M
3
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
-$75.8M
4
RIG
RiverFront Investment Group
Virginia
-$72.7M
5
SAS
Sage Advisory Services
Texas
-$70.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
SMC
426
Smith, Moore & Co
Missouri
$931K +$14.4K +219 +2%
FA
427
FMA Advisory
Pennsylvania
$925K +$13K +198 +1%
LSAG
428
Lake Street Advisors Group
New Hampshire
$922K -$158K -2,400 -15%
FNBT
429
FineMark National Bank & Trust
Florida
$921K +$392K +5,948 +74%
Natixis Advisors
430
Natixis Advisors
Massachusetts
$913K -$14.4K -219 -2%
S
431
SignatureFD
Georgia
$913K +$114K +1,731 +14%
BWM
432
BerganKDV Wealth Management
Minnesota
$901K +$419K +6,365 +87%
EWM
433
Empirical Wealth Management
Washington
$889K +$178K +2,707 +25%
WI
434
Wintrust Investments
Illinois
$877K -$111K -1,684 -11%
EA
435
Efficient Advisors
Ohio
$876K -$16.1K -244 -2%
GAM
436
Gould Asset Management
California
$865K -$81.7K -1,240 -9%
CONA
437
Capital One National Association
New York
$865K – – –
WA
438
WBH Advisory
Maryland
$861K +$314K +4,764 +57%
ACS
439
Archford Capital Strategies
Illinois
$856K – – –
NFG
440
Next Financial Group
Texas
$853K +$853K +12,953 New
MIM
441
Macroview Investment Management
Maryland
$835K +$835K +12,680 New
BCM
442
Breiter Capital Management
Florida
$833K – – –
CAL
443
Capital Advisors Ltd
Ohio
$828K +$543K +8,245 +191%
VFA
444
Valeo Financial Advisors
Indiana
$813K +$58.4K +887 +8%
MOS
445
MGO One Seven
Ohio
$799K +$790 +12 +0.1%
HB
446
Homrich & Berg
Georgia
$784K -$315K -4,788 -29%
PA
447
PFG Advisors
Arizona
$779K +$53.9K +819 +7%
PIA
448
Pinion Investment Advisors
Kansas
$772K +$772K +11,714 New
EWM
449
Evercore Wealth Management
New York
$769K – – –
Koshinski Asset Management
450
Koshinski Asset Management
Illinois
$765K -$864K -13,111 -53%
16 17
18
19 20