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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 %
HWA
501
Heritage Wealth Advisors
Virginia
$482K +$37.4K +567 +8%
CDIA
502
Capital Directions Investment Advisors
Georgia
$480K -$33K -500 -6%
FBFS
503
First Business Financial Services
Wisconsin
$480K – – –
Victory Capital Management
504
Victory Capital Management
Texas
$477K +$477K +7,245 New
BCM
505
Bourgeon Capital Management
Connecticut
$470K – – –
CNBT
506
Canandaigua National Bank & Trust
New York
$470K +$9.36K +142 +2%
MFS
507
McNamara Financial Services
Massachusetts
$469K – – –
OIWM
508
OptiFour Integrated Wealth Management
Virginia
$469K +$23.4K +356 +5%
UBV
509
United Bank (Virginia)
Virginia
$466K – – –
WP
510
WealthPLAN Partners
Nebraska
$462K +$4.35K +66 +1%
GIM
511
Goelzer Investment Management
Indiana
$462K +$36.5K +554 +9%
OBWP
512
O'Brien Wealth Partners
Massachusetts
$461K -$4.88K -74 -1%
AWM
513
Altavista Wealth Management
North Carolina
$460K +$26K +394 +6%
OIA
514
OneDigital Investment Advisors
Kansas
$457K +$372K +5,648 +436%
Wolverine Trading
515
Wolverine Trading
Illinois
$455K +$153K +2,326 +51%
MWM
516
Merriman Wealth Management
Washington
$451K +$60.8K +923 +16%
PMG
517
ProVise Management Group
Florida
$450K – – –
KF
518
Krilogy Financial
Missouri
$439K +$230K +3,499 +111%
FCFS
519
First Command Financial Services
Texas
$437K +$252K +5,832 +136%
FCB
520
First Command Bank
Texas
$437K +$154K +2,332 +54%
NL
521
NWAM LLC
Washington
$433K +$52.5K +796 +14%
RA
522
RFG Advisory
Alabama
$426K +$426K +6,473 New
BOTW
523
Bank of the West
California
$425K -$14.2K -216 -3%
SCP
524
Silverleafe Capital Partners
Tennessee
$418K +$418K +6,346 New
FCH
525
Freestone Capital Holdings
Washington
$417K -$62.4K -948 -13%
19 20
21
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