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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 %
CAPTRUST Financial Advisors
451
CAPTRUST Financial Advisors
North Carolina
$602K – – –
HFS
452
Haverford Financial Services
Pennsylvania
$595K – – –
MWAC
453
Mariner Wealth Advisors (Cincinnati)
Ohio
$595K +$49K +741 +9%
BFO
454
Boston Family Office
Massachusetts
$593K – – –
LNWWM
455
Laird Norton Wetherby Wealth Management
California
$579K +$579K +8,755 New
LG
456
Leuthold Group
Minnesota
$576K +$76.8K +1,162 +15%
CA
457
Calton & Associates
Florida
$568K +$568K +8,084 New
JFA
458
Johanson Financial Advisors
California
$566K +$289K +4,393 +104%
HR
459
Howe & Rusling
New York
$563K – – –
BAAM
460
Baker Avenue Asset Management
California
$549K – – –
WA
461
WBH Advisory
Maryland
$548K +$128K +1,934 +30%
KA
462
Kovack Advisors
Florida
$542K +$7.4K +112 +1%
GLA
463
Good Life Advisors
Pennsylvania
$541K +$196K +2,888 +57%
FNBT
464
FineMark National Bank & Trust
Florida
$531K +$9.45K +143 +2%
KC
465
Kaleidoscope Capital
Massachusetts
$529K +$529K +8,000 New
HHGA
466
Halbert Hargrove Global Advisors
California
$528K +$528K +7,992 New
AFA
467
Aurora Financial Advisors
Massachusetts
$525K +$525K +7,950 New
IWM
468
IHT Wealth Management
Illinois
$524K +$326K +4,790 +164%
CDIA
469
Capital Directions Investment Advisors
Georgia
$514K +$99.9K +1,513 +24%
GFP
470
Gryphon Financial Partners
Ohio
$513K +$513K +7,764 New
SI
471
Stephens Inc
Arkansas
$512K +$169K +2,554 +49%
MSAM
472
Moloney Securities Asset Management
Missouri
$508K -$11.7K -177 -2%
JG
473
Jefferies Group
New York
$503K +$20.3K +307 +4%
MSA
474
Marino Stram & Associates
Massachusetts
$501K +$501K +7,577 New
JIP
475
Jaffetilchin Investment Partners
Florida
$500K -$708K -10,711 -59%
17 18
19
20 21