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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
$4.65B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$3.92B
3
RJA
Raymond James & Associates
Florida
$2B
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
$1.51M
2
HI
Horizon Investments
North Carolina
$0
3
BlackRock
BlackRock
New York
$2.61B
4
Squarepoint
Squarepoint
New York
$0
5
SIM
Strategic Investment Management
Virginia
$306M
Name Holding Trade Value Shares
Change 		Shares
Change %
LPIC
576
LeJeune Puetz Investment Counsel
Michigan
$132K – – –
TL
577
TrueWealth LLC
Georgia
$126K +$126K +1,908 New
AWMS
578
Advocacy Wealth Management Services
Georgia
$124K – – –
CB
579
CNB Bank
Pennsylvania
$120K +$120K +1,816 New
SWMG
580
Signature Wealth Management Group
Georgia
$118K +$118K +1,785 New
SFSIG
581
San Francisco Sentry Investment Group
California
$112K +$51.3K +775 +84%
BBHC
582
Brown Brothers Harriman & Co
New York
$111K +$99.1K +1,503 +835%
HWM
583
Holloway Wealth Management
Florida
$109K – – –
RPG
584
Risk Paradigm Group
Texas
$108K – – –
HI
585
Hudock Inc
Pennsylvania
$106K – – –
SNT
586
Security National Trust
West Virginia
$106K – – –
PGWM
587
Parisi Gray Wealth Management
New Jersey
$104K +$104K +1,555 New
BWL
588
Bogart Wealth LLC
Virginia
$102K – – –
BC
589
Barnett & Company
Tennessee
$96K – – –
1IA
590
1834 Investment Advisors
Wisconsin
$96K +$96K +1,459 New
CT
591
Clearstead Trust
Maine
$95K – – –
CIM
592
Contravisory Investment Management
Massachusetts
$95K +$12K +182 +14%
TFS
593
TrustCore Financial Services
Tennessee
$92K +$92K +1,393 New
TCCM
594
Timber Creek Capital Management
Massachusetts
$89K +$89K +1,350 New
OIA
595
OneDigital Investment Advisors
Kansas
$85K +$85K +1,295 New
VCM
596
Vigilant Capital Management
Maine
$84K +$11.1K +168 +15%
AIA
597
Armor Investment Advisors
North Carolina
$83K +$83K +1,261 New
AIM
598
Anchor Investment Management
South Carolina
$82K +$38.8K +587 +90%
LWCFA
599
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$81K – – –
C
600
Cliffwater
California
$66K +$66K +1,006 New
22 23
24
25 26