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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 %
BCM
601
Bayesian Capital Management
New York
$298K +$298K +4,653 New
KFA
602
Kays Financial Advisory
Georgia
$297K +$9.8K +153 +3%
SFC
603
SYM Financial Corp
Indiana
$297K +$297K +4,638 New
MWA
604
MFA Wealth Advisors
Pennsylvania
$294K +$1.82K +31 +0.6%
JWA
605
JFS Wealth Advisors
Pennsylvania
$292K +$64.9K +1,011 +29%
SQA
606
Simon Quick Advisors
New Jersey
$291K – – –
DAS
607
Dynamic Advisor Solutions
Arizona
$290K -$459K -7,156 -61%
TIA
608
Tiemann Investment Advisors
California
$290K +$290K +4,526 New
KF
609
Krilogy Financial
Missouri
$288K -$151K -2,360 -34%
RCM
610
Radnor Capital Management
Pennsylvania
$288K – – –
DACG
611
Donor Advised Charitable Giving
California
$286K -$15K -235 -5%
DWM
612
Dakota Wealth Management
Florida
$286K +$17.5K +274 +7%
HIMCH
613
Hartford Investment Management Co (HIMCO)
Connecticut
$282K +$282K +4,400 New
VCP
614
Vista Capital Partners
Oregon
$280K +$280K +4,366 New
BWL
615
Bogart Wealth LLC
Virginia
$275K +$166K +2,590 +152%
MAS
616
Madden Advisory Services
Florida
$272K +$26.4K +413 +11%
NCM
617
Northwest Capital Management
Oregon
$268K – – –
M
618
MOTCO
Texas
$262K +$151K +2,352 +135%
GA
619
GFS Advisors
Texas
$256K +$256K +4,000 New
VR
620
Viridian RIA
Washington
$253K +$253K +3,957 New
KFGK
621
Keystone Financial Group (Kentucky)
Kentucky
$250K +$250K +3,890 New
CNB
622
Camden National Bank
Maine
$246K +$19.3K +301 +9%
ABC
623
Associated Banc-Corp
Wisconsin
$244K +$32.7K +510 +15%
LA
624
Legacy Advisors
Pennsylvania
$244K +$244K +3,800 New
WAAG
625
Wealth Alliance Advisory Group
Kansas
$244K +$244K +3,801 New
23 24
25
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