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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 %
WB
501
WesBanco Bank
West Virginia
$421K +$1.58K +24 +0.4%
SWM
502
SVA Wealth Management
Wisconsin
$414K – – –
BFO
503
Biltmore Family Office
North Carolina
$413K +$413K +6,250 New
CCM
504
Canal Capital Management
Virginia
$411K – – –
CCMG
505
Clark Capital Management Group
Pennsylvania
$408K +$408K +6,166 New
BCA
506
Bray Capital Advisors
Florida
$404K -$50.1K -758 -11%
MCIA
507
Mountain Capital Investment Advisors
Colorado
$403K +$82.4K +1,247 +26%
FIM
508
Freedom Investment Management
Connecticut
$399K +$40.4K +610 +11%
MWM
509
Merriman Wealth Management
Washington
$391K +$146K +2,208 +59%
BMCM
510
Bryn Mawr Capital Management
Pennsylvania
$389K – – –
NL
511
NWAM LLC
Washington
$382K +$151K +2,275 +65%
WWM
512
Windsor Wealth Management
Indiana
$375K +$375K +5,669 New
MWA
513
MFA Wealth Advisors
Pennsylvania
$351K +$351K +5,032 New
SG
514
StoneX Group
New York
$347K -$107K -1,616 -24%
BW
515
Biegel & Waller
Maryland
$347K – – –
FWCM
516
Ferguson Wellman Capital Management
Oregon
$346K – – –
IFAM
517
Institutional & Family Asset Management
Colorado
$332K +$16.5K +249 +5%
BCA
518
Berman Capital Advisors
Georgia
$331K +$331K +5,009 New
HNB
519
Huntington National Bank
Ohio
$323K -$149K – –
AWA
520
Arete Wealth Advisors
Illinois
$321K +$20.3K +307 +7%
AWM
521
AE Wealth Management
Kansas
$320K +$320K +4,848 New
WC
522
Whitney & Co
New York
$309K +$309K +4,680 New
DACG
523
Donor Advised Charitable Giving
California
$305K +$305K +4,622 New
Wolverine Trading
524
Wolverine Trading
Illinois
$303K -$431K -6,521 -59%
AW
525
ACG Wealth
Georgia
$303K +$36.6K +555 +14%
19 20
21
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