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iShares Core MSCI EAFE ETF
IEFA

Overview Fund Activity

534 hedge funds and large institutions have $29.3B invested in iShares Core MSCI EAFE ETF in 2017 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 293 increasing their positions, 109 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
534
Holders Change
+47
Holders Change %
+9.65%
% of All Funds
13.33%
Holding in Top 10
113
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+9.71%
% of All Funds
2.82%
New
74
Increased
293
Reduced
109
Closed
22
Calls
$5.35M
Puts
$3.85M
Net Calls
+$1.5M
Net Calls Change
+$2.22M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$1.37B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$834M
3
USAA
United Services Automobile Association
Texas
+$296M
4
UBS Group
UBS Group
Switzerland
+$241M
5
RJA
Raymond James & Associates
Florida
+$136M

Top Sellers

1
SMM
Stadion Money Management
Georgia
-$115M
2
AC
Alleghany Corporation
New York
-$89.4M
3
BlackRock
BlackRock
New York
-$74.2M
4
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
-$64M
5
FTUS
Flow Traders U.S.
New York
-$49.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAL
476
Capital Advisors Ltd
Ohio
$124K +$124K +1,932 New
AWMS
477
Advocacy Wealth Management Services
Georgia
$121K +$28K +434 +30%
FA
478
Fortis Advisors
Pennsylvania
$109K +$109K +1,695 New
RPG
479
Risk Paradigm Group
Texas
$105K – – –
HI
480
Hudock Inc
Pennsylvania
$103K +$18.3K +288 +22%
BA
481
Bristlecone Advisors
Washington
$103K +$103K +1,600 New
SNT
482
Security National Trust
West Virginia
$103K +$103K +1,607 New
BWL
483
Bogart Wealth LLC
Virginia
$99K +$99K +1,547 New
BC
484
Barnett & Company
Tennessee
$93K +$5.75K +90 +7%
CT
485
Clearstead Trust
Maine
$92K – – –
JWA
486
JFS Wealth Advisors
Pennsylvania
$85K +$2.56K +40 +3%
CIM
487
Contravisory Investment Management
Massachusetts
$81K +$81K +1,258 New
LWCFA
488
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$78K – – –
VCM
489
Vigilant Capital Management
Maine
$71K +$71K +1,100 New
QAM
490
QCI Asset Management
New York
$71K +$71K +1,101 New
First Manhattan
491
First Manhattan
New York
$65K +$65K +1,018 New
NIC
492
Northwest Investment Counselors
Oregon
$61K – – –
LNB
493
Ledyard National Bank
$61K +$61K +950 New
SFSIG
494
San Francisco Sentry Investment Group
California
$59K +$59K +918 New
BGC
495
Blue Granite Capital
South Carolina
$56K +$56K +875 New
AC
496
Alexandria Capital
Virginia
$55K – – –
FANJ
497
Financial Architects (New Jersey)
New Jersey
$50K +$7.8K +121 +18%
PS
498
Portfolio Solutions
Michigan
$47K +$47K +740 New
LWM
499
Lenox Wealth Management
Ohio
$45K -$2.56K -40 -5%
RIA
500
RPG Investment Advisory
California
$43K – – –
18 19
20
21 22