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iShares Core MSCI EAFE ETF
IEFA

Overview Fund Activity

756 hedge funds and large institutions have $47.8B invested in iShares Core MSCI EAFE ETF in 2018 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 351 increasing their positions, 228 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
756
Holders Change
+16
Holders Change %
+2.16%
% of All Funds
17.31%
Holding in Top 10
166
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+1.22%
% of All Funds
3.8%
New
77
Increased
351
Reduced
228
Closed
58
Calls
$6.55M
Puts
$4.03M
Net Calls
+$2.52M
Net Calls Change
+$1.62M

Top Buyers

1
USAA
United Services Automobile Association
Texas
+$474M
2
TF
TIAA FSB
Florida
+$396M
3
Bank of America
Bank of America
North Carolina
+$354M
4
UBS Group
UBS Group
Switzerland
+$171M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$167M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$339M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$300M
3
RIG
RiverFront Investment Group
Virginia
-$139M
4
BL
Balentine LLC
Georgia
-$103M
5
AC
Alleghany Corporation
New York
-$75.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Calamos Advisors
551
Calamos Advisors
Illinois
$445K -$2.06M -32,138 -82%
VA
552
Valmark Advisers
Ohio
$440K +$440K +6,859 New
PAMG
553
Patton Albertson Miller Group
Tennessee
$438K -$33.7K -587 -7%
WB
554
WesBanco Bank
West Virginia
$436K -$512 -8 -0.1%
PMG
555
ProVise Management Group
Florida
$434K +$31.8K +496 +8%
TL
556
TrueWealth LLC
Georgia
$425K – – –
APA
557
American Portfolios Advisors
New York
$420K +$63.4K +989 +18%
OBWP
558
O'Brien Wealth Partners
Massachusetts
$420K -$1.67K -26 -0.4%
RCG
559
Ruggie Capital Group
Florida
$420K +$173K +2,701 +70%
BOTW
560
Bank of the West
California
$413K – – –
GIM
561
Goelzer Investment Management
Indiana
$411K -$89.4K -1,395 -18%
GP
562
Girard Partners
Pennsylvania
$409K -$512 -8 -0.1%
GFPC
563
Global Financial Private Capital
Florida
$406K +$406K +6,331 New
WWM
564
Willingdon Wealth Management
North Carolina
$402K -$311K -4,853 -44%
WAM
565
Watermark Asset Management
California
$402K – – –
MWM
566
Merriman Wealth Management
Washington
$401K +$64.8K +1,010 +19%
GFP
567
Gryphon Financial Partners
Ohio
$400K -$66.3K -1,036 -14%
AOWM
568
Alpha Omega Wealth Management
Virginia
$400K +$2.5K +39 +0.6%
JFA
569
JNBA Financial Advisors
Minnesota
$400K +$400K +6,250 New
BAM
570
Belpointe Asset Management
Nevada
$398K +$398K +6,209 New
WWM
571
Windsor Wealth Management
Indiana
$392K – – –
RCA
572
Rowland Carmichael Advisors
Arizona
$390K +$26.2K +409 +7%
AP
573
Appleton Partners
Massachusetts
$389K -$103K -1,610 -21%
FWCM
574
Ferguson Wellman Capital Management
Oregon
$386K +$50.8K +792 +15%
SSWM
575
Sheets Smith Wealth Management
North Carolina
$377K +$25.3K +396 +7%
21 22
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