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iShares Core MSCI EAFE ETF
IEFA

Overview Fund Activity

705 hedge funds and large institutions have $45.9B invested in iShares Core MSCI EAFE ETF in 2018 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 384 increasing their positions, 152 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
705
Holders Change
+51
Holders Change %
+7.8%
% of All Funds
16.18%
Holding in Top 10
160
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+15.11%
% of All Funds
3.67%
New
90
Increased
384
Reduced
152
Closed
30
Calls
$6.54M
Puts
$5.47M
Net Calls
+$1.07M
Net Calls Change
-$938K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$8.94B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$985M
3
AC
Allstate Corporation
Illinois
+$611M
4
UBS Group
UBS Group
Switzerland
+$316M
5
HSBC Holdings
HSBC Holdings
United Kingdom
+$188M

Top Sellers

1
BlackRock
BlackRock
New York
-$335M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$239M
3
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
-$75.8M
4
RIG
RiverFront Investment Group
Virginia
-$72.7M
5
SAS
Sage Advisory Services
Texas
-$70.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
601
AUA Capital Management
Pennsylvania
$198K +$33K +500 +20%
TRCT
602
Tower Research Capital (TRC)
New York
$171K +$3.55K +54 +2%
JAM
603
Jolley Asset Management
North Carolina
$165K +$165K +2,500 New
FIB
604
First Interstate Bank
Montana
$155K +$155K +2,358 New
AWA
605
Acorn Wealth Advisors
Michigan
$153K +$153K +2,284 New
IBOK
606
Independence Bank of Kentucky
Kentucky
$148K – – –
CIM
607
Contravisory Investment Management
Massachusetts
$143K +$48.3K +734 +51%
BBHC
608
Brown Brothers Harriman & Co
New York
$140K +$29.3K +445 +26%
LFG
609
LifePlan Financial Group
Ohio
$135K -$560K -8,519 -81%
M
610
MOTCO
Texas
$134K -$50.5K -764 -27%
PCP
611
Proficio Capital Partners
Massachusetts
$132K – – –
APP
612
Avantax Planning Partners
Iowa
$128K +$128K +1,940 New
TL
613
TrueWealth LLC
Georgia
$126K – – –
IIC
614
Integrated Investment Consultants
Michigan
$124K +$124K +1,889 New
CB
615
CNB Bank
Pennsylvania
$120K – – –
SWP
616
Strategic Wealth Partners
Ohio
$119K +$119K +1,809 New
SWMG
617
Signature Wealth Management Group
Georgia
$118K – – –
SFSIG
618
San Francisco Sentry Investment Group
California
$114K +$2.31K +35 +2%
TFO
619
Tarbox Family Office
California
$110K +$110K +1,668 New
SWPG
620
Strategic Wealth Partners Group
Illinois
$110K +$110K +1,664 New
RPG
621
Risk Paradigm Group
Texas
$108K – – –
SNT
622
Security National Trust
West Virginia
$106K – – –
HI
623
Hudock Inc
Pennsylvania
$105K -$1.18K -18 -1%
AWMS
624
Advocacy Wealth Management Services
Georgia
$104K -$20.1K -304 -16%
PGWM
625
Parisi Gray Wealth Management
New Jersey
$102K – – –
23 24
25
26 27