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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 %
RCM
526
Radnor Capital Management
Pennsylvania
$297K +$19.8K +300 +7%
Mackenzie Financial
527
Mackenzie Financial
Ontario, Canada
$293K +$293K +4,427 New
CAL
528
Capital Advisors Ltd
Ohio
$286K +$158K +2,388 +124%
FCFS
529
First Command Financial Services
Texas
$284K +$147K +2,233 +108%
FCB
530
First Command Bank
Texas
$284K +$147K +2,233 +108%
BBA
531
BLB&B Advisors
Pennsylvania
$284K +$284K +4,302 New
CA
532
Cornerstone Advisory
Maryland
$283K -$26.1K -395 -8%
PWS
533
Paragon Wealth Strategies
Florida
$281K -$88.3K -1,335 -24%
BFIM
534
Beese Fulmer Investment Management
Ohio
$278K – – –
NCM
535
Northwest Capital Management
Oregon
$277K +$277K +4,189 New
ABC
536
Associated Banc-Corp
Wisconsin
$267K +$267K +4,033 New
PFGIA
537
Patriot Financial Group Insurance Agency
Massachusetts
$265K +$21.9K +326 +9%
PWM
538
Perigon Wealth Management
California
$264K -$36.4K -551 -12%
CCMD
539
Cypress Capital Management (Delaware)
Delaware
$264K – – –
ACA
540
Anchor Capital Advisors
Massachusetts
$259K +$259K +3,913 New
RCA
541
Rowland Carmichael Advisors
Arizona
$254K – – –
SSWM
542
Sheets Smith Wealth Management
North Carolina
$249K +$249K +3,769 New
CPIA
543
Cornell Pochily Investment Advisors
New York
$246K +$246K +3,736 New
WAP
544
Wealthcare Advisory Partners
Pennsylvania
$242K +$218K +3,289 +896%
MWP
545
MYCIO Wealth Partners
Pennsylvania
$240K +$240K +3,636 New
CWM
546
Cahaba Wealth Management
Georgia
$238K +$1.65K +25 +0.7%
TCM
547
Traynor Capital Management
Pennsylvania
$237K +$237K +3,596 New
LNB
548
Ledyard National Bank
$228K +$165K +2,500 +263%
PAM
549
Palisade Asset Management
Minnesota
$225K +$225K +3,402 New
PCMK
550
Paragon Capital Management (Kansas)
Kansas
$224K +$224K +3,391 New
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