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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 %
AssetMark Inc
26
AssetMark Inc
California
$234M +$36.2M +547,570 +18%
Mirae Asset Global Investments
27
Mirae Asset Global Investments
South Korea
$203M +$3.25M +49,200 +2%
AA
28
Alesco Advisors
New York
$201M +$3.46M +52,287 +2%
FA
29
FDx Advisors
Illinois
$173M +$9.98M +151,064 +6%
LMGAM
30
Liberty Mutual Group Asset Management
Massachusetts
$172M +$172M +2,599,795 New
Neuberger Berman Group
31
Neuberger Berman Group
New York
$166M +$48.2M +728,978 +41%
HSBC Holdings
32
HSBC Holdings
United Kingdom
$158M +$8.68M +129,677 +6%
BA
33
Bridgewater Associates
Connecticut
$158M – – –
RJFSA
34
Raymond James Financial Services Advisors
Florida
$149M +$36.8M +557,407 +33%
Creative Planning
35
Creative Planning
Kansas
$148M +$1.37M +20,668 +0.9%
SAS
36
Sage Advisory Services
Texas
$139M -$17.3M -262,159 -11%
HTC
37
Haverford Trust Company
Pennsylvania
$135M +$4.2M +63,616 +3%
Members Trust
38
Members Trust
Florida
$133M +$2.92M +44,162 +2%
Fifth Third Bancorp
39
Fifth Third Bancorp
Ohio
$133M +$35M +529,813 +36%
SEI Investments
40
SEI Investments
Pennsylvania
$129M +$4.91M +74,308 +4%
Wellington Management Group
41
Wellington Management Group
Massachusetts
$121M -$4.55M -68,828 -4%
Fiera Capital (Canada)
42
Fiera Capital (Canada)
Quebec, Canada
$114M +$63.4M +958,577 +124%
Fidelity Investments
43
Fidelity Investments
Massachusetts
$108M -$27.3M -412,615 -20%
BP
44
Ballentine Partners
Massachusetts
$103M -$4.3M -65,118 -4%
Bank of New York Mellon
45
Bank of New York Mellon
New York
$98.5M +$11.5M +174,075 +13%
APCM
46
Alaska Permanent Capital Management
Alaska
$96.5M -$431K -6,523 -0.4%
Franklin Resources
47
Franklin Resources
California
$94.7M +$3.08M +46,649 +3%
FCAS
48
First Command Advisory Services
Texas
$91.7M +$91.7M +1,386,616 New
Commonwealth Equity Services
49
Commonwealth Equity Services
Massachusetts
$91.4M +$22.7M +343,563 +33%
TF
50
TIAA FSB
Florida
$87.3M +$9.54M +144,342 +12%
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