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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 %
SLG
451
Stanley-Laman Group
Pennsylvania
$764K -$1.19K -18 -0.2%
AA
452
Advisory Alpha
Michigan
$761K +$43.9K +654 +6%
BFPW
453
BOK Financial Private Wealth
Colorado
$750K -$66.3K -1,007 -8%
FFA
454
First Foundation Advisors
California
$750K +$73.9K +1,121 +11%
IWM
455
IHT Wealth Management
Illinois
$750K +$250K +3,851 +50%
MWAC
456
Mariner Wealth Advisors (Cincinnati)
Ohio
$748K +$155K +2,358 +26%
MCIA
457
Mountain Capital Investment Advisors
Colorado
$740K +$338K +5,132 +84%
PWA
458
Peterson Wealth Advisors
Utah
$738K -$5.87K -89 -0.8%
FNBTCON
459
First National Bank & Trust Co of Newtown
Pennsylvania
$720K – – –
G
460
GenTrust
Florida
$719K -$94.9K -1,440 -12%
CAPTRUST Financial Advisors
461
CAPTRUST Financial Advisors
North Carolina
$714K +$124K +1,911 +21%
CF
462
Centaurus Financial
California
$704K +$78.5K +1,191 +13%
SCM
463
SOL Capital Management
Maryland
$703K -$6.92K -105 -1%
EFSCE
464
Enterprise Financial Services Corp (EFSC)
Missouri
$701K +$26.4K +401 +4%
ACP
465
Aveo Capital Partners
Colorado
$692K +$250K +3,796 +57%
JPMPWA
466
J.P. Morgan Private Wealth Advisors
California
$690K +$690K +10,474 New
LC
467
Lourd Capital
California
$685K +$685K +10,399 New
BRF
468
B. Riley Financial
California
$682K – – –
PO
469
Private Ocean
California
$679K +$658K +9,995 +3,133%
CFB
470
Cullen/Frost Bankers
Texas
$672K – – –
WWM
471
Willingdon Wealth Management
North Carolina
$664K +$50.4K +765 +8%
JFA
472
Johanson Financial Advisors
California
$660K +$94.4K +1,435 +17%
AWA
473
Arete Wealth Advisors
Illinois
$656K +$335K +5,091 +105%
HCM
474
HMS Capital Management
Tennessee
$626K +$626K +9,500 New
TCM
475
Tufton Capital Management
Maryland
$611K +$6.05K +92 +1%
17 18
19
20 21