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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 %
W
551
Wealthfront
California
$223K -$19.9K -301 -8%
RWA
552
River Wealth Advisors
Pennsylvania
$223K +$223K +3,377 New
MAS
553
Madden Advisory Services
Florida
$223K +$223K +3,386 New
AIS
554
AlphaOne Investment Services
Pennsylvania
$221K +$2.44K +37 +1%
MA
555
Mangham Associates
Virginia
$221K +$221K +3,341 New
IP
556
Investment Partners
Ohio
$218K +$218K +3,291 New
GIM
557
Greystone Investment Management
Ohio
$213K -$61.7K -936 -22%
KF
558
Krilogy Financial
Missouri
$209K +$46.5K +705 +29%
OCM
559
One Capital Management
California
$205K +$205K +3,100 New
ACP
560
Arcus Capital Partners
Georgia
$203K +$203K +3,075 New
WAAG
561
Wealth Alliance Advisory Group
Kansas
$203K +$203K +3,079 New
CCP
562
Corient Capital Partners
California
$202K -$30.7K -465 -13%
CWA
563
Cypress Wealth Advisors
California
$200K +$200K +3,031 New
JWA
564
JFS Wealth Advisors
Pennsylvania
$198K +$110K +1,662 +125%
Toronto Dominion Bank
565
Toronto Dominion Bank
Ontario, Canada
$188K -$3.44M -52,192 -95%
M
566
MOTCO
Texas
$185K +$30.4K +459 +20%
PWM
567
Paulson Wealth Management
Illinois
$173K +$173K +2,615 New
TRCT
568
Tower Research Capital (TRC)
New York
$168K +$168K +2,546 New
ACM
569
AUA Capital Management
Pennsylvania
$165K +$165K +2,500 New
UBS AM
570
UBS AM
Illinois
$160K +$129K +1,954 +424%
RFM
571
Royal Fund Management
Florida
$158K +$135K +2,049 +584%
AF
572
Advisornet Financial
Minnesota
$153K +$153K +2,312 New
IBOK
573
Independence Bank of Kentucky
Kentucky
$149K +$149K +2,250 New
LWA
574
Lenox Wealth Advisors
New York
$146K +$6.82K +103 +5%
PCP
575
Proficio Capital Partners
Massachusetts
$132K – – –
21 22
23
24 25