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iShares Core MSCI EAFE ETF
IEFA

Overview Fund Activity

740 hedge funds and large institutions have $45.4B invested in iShares Core MSCI EAFE ETF in 2018 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 412 increasing their positions, 159 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
740
Holders Change
+35
Holders Change %
+4.96%
% of All Funds
16.96%
Holding in Top 10
164
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+2.5%
% of All Funds
3.76%
New
80
Increased
412
Reduced
159
Closed
41
Calls
$7.13M
Puts
$6.23M
Net Calls
+$900K
Net Calls Change
-$165K

Top Buyers

1
BlackRock
BlackRock
New York
+$478M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$338M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$300M
4
TAIM
TD Ameritrade Investment Management
Nebraska
+$246M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$241M

Top Sellers

1
USAA
United Services Automobile Association
Texas
-$582M
2
Bank of America
Bank of America
North Carolina
-$579M
3
HSBC Holdings
HSBC Holdings
United Kingdom
-$160M
4
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
-$146M
5
RIG
RiverFront Investment Group
Virginia
-$108M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCA
526
Berman Capital Advisors
Georgia
$512K +$512K +8,084 New
PAI
527
Pittenger & Anderson Inc
Nebraska
$508K +$241K +3,805 +90%
QAM
528
QCI Asset Management
New York
$505K -$23.2K -366 -4%
HR
529
Howe & Rusling
New York
$503K -$37.1K -585 -7%
PO
530
Private Ocean
California
$497K -$157K -2,470 -24%
LG
531
Leuthold Group
Minnesota
$496K +$29.5K +466 +6%
GIM
532
Goelzer Investment Management
Indiana
$495K +$50.4K +795 +11%
SFI
533
SPC Financial Inc
Maryland
$493K -$20.9M -329,995 -98%
MFS
534
McNamara Financial Services
Massachusetts
$493K +$41.5K +654 +9%
AP
535
Appleton Partners
Massachusetts
$487K – – –
CAC
536
Certified Advisory Corp
Florida
$475K – – –
SWM
537
SeaCrest Wealth Management
New York
$471K – – –
HWA
538
Heritage Wealth Advisors
Virginia
$470K +$7.91K +125 +2%
GFP
539
Gryphon Financial Partners
Ohio
$462K -$4.76K -75 -1%
WS
540
Wedbush Securities
California
$461K -$73.6K -1,163 -14%
EWA
541
Exencial Wealth Advisors
Oklahoma
$461K +$461K +7,280 New
Wolverine Trading
542
Wolverine Trading
Illinois
$455K – – –
BCM
543
Bourgeon Capital Management
Connecticut
$453K – – –
OIWM
544
OptiFour Integrated Wealth Management
Virginia
$452K – – –
WP
545
WealthPLAN Partners
Nebraska
$449K +$4.31K +68 +1%
UBV
546
United Bank (Virginia)
Virginia
$448K – – –
KF
547
Krilogy Financial
Missouri
$434K +$12.1K +191 +3%
WB
548
WesBanco Bank
West Virginia
$432K -$36.7K -579 -8%
AWM
549
AE Wealth Management
Kansas
$424K +$131K +2,069 +45%
TL
550
TrueWealth LLC
Georgia
$421K +$300K +4,730 +248%
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