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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 %
SWM
476
SeaCrest Wealth Management
New York
$492K +$492K +7,439 New
FCIM
477
Fairview Capital Investment Management
California
$486K +$26.4K +400 +6%
BWM
478
BerganKDV Wealth Management
Minnesota
$483K +$50.2K +760 +12%
FBFS
479
First Business Financial Services
Wisconsin
$482K – – –
FCH
480
Freestone Capital Holdings
Washington
$481K +$481K +7,283 New
QFA
481
Quattro Financial Advisors
Texas
$480K -$168K -2,475 -26%
HFA
482
Huber Financial Advisors
Illinois
$475K +$475K +7,184 New
BCM
483
Bourgeon Capital Management
Connecticut
$472K – – –
MFS
484
McNamara Financial Services
Massachusetts
$471K +$3.57K +54 +0.8%
OBWP
485
O'Brien Wealth Partners
Massachusetts
$467K +$2.64K +40 +0.6%
UBV
486
United Bank (Virginia)
Virginia
$467K +$114K +1,732 +32%
AP
487
Appleton Partners
Massachusetts
$463K -$10.2K -154 -2%
CNBT
488
Canandaigua National Bank & Trust
New York
$462K +$110K +1,664 +31%
WP
489
WealthPLAN Partners
Nebraska
$459K -$12.2K -184 -3%
PMG
490
ProVise Management Group
Florida
$451K +$13.7K +207 +3%
OIWM
491
OptiFour Integrated Wealth Management
Virginia
$447K +$447K +6,770 New
HWA
492
Heritage Wealth Advisors
Virginia
$446K – – –
PP
493
Paloma Partners
Connecticut
$445K +$445K +6,736 New
ACP
494
Aveo Capital Partners
Colorado
$443K +$136K +2,056 +44%
BOTW
495
Bank of the West
California
$440K +$14.3K +216 +3%
AWM
496
Altavista Wealth Management
North Carolina
$436K +$18.1K +273 +4%
WS
497
Wedbush Securities
California
$428K +$13.4K +202 +3%
GP
498
Girard Partners
Pennsylvania
$427K +$167K +2,535 +65%
GIM
499
Goelzer Investment Management
Indiana
$427K +$427K +6,461 New
CHP
500
Cable Hill Partners
Oregon
$424K -$370K -5,471 -47%
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