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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 %
AB
651
AT Bancorp
Iowa
$201K -$11.6K -181 -5%
ACM
652
AUA Capital Management
Pennsylvania
$192K – – –
APP
653
Avantax Planning Partners
Iowa
$187K +$187K +2,913 New
MFBTD
654
MB Financial Bank - Trust Department
Illinois
$177K +$177K +2,760 New
CHP
655
Cable Hill Partners
Oregon
$162K -$134K -2,135 -45%
KL
656
KWMG LLC
Kansas
$161K -$511 -8 -0.3%
CB
657
CNB Bank
Pennsylvania
$153K +$7.76K +121 +5%
IBOK
658
Independence Bank of Kentucky
Kentucky
$144K – – –
MA
659
Mangham Associates
Virginia
$139K – – –
OIA
660
Optimum Investment Advisors
Illinois
$139K +$139K +2,164 New
LWCFA
661
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$136K – – –
PCP
662
Proficio Capital Partners
Massachusetts
$128K -$122K -1,900 -49%
HWM
663
Holloway Wealth Management
Florida
$127K – – –
AIM
664
Advantage Investment Management
Iowa
$122K -$64.7K -1,013 -35%
SWMG
665
Signature Wealth Management Group
Georgia
$117K +$14.1K +245 +14%
CQS
666
Credential Qtrade Securities
$117K +$117K +1,823 New
SWP
667
Strategic Wealth Partners
Ohio
$114K – – –
KC
668
KHP Capital
Oklahoma
$113K – – –
TFO
669
Tarbox Family Office
California
$107K – – –
RFWA
670
RPg Family Wealth Advisory
Massachusetts
$105K – – –
FFW
671
Fusion Family Wealth
New York
$101K +$42.5K +662 +73%
PGWM
672
Parisi Gray Wealth Management
New Jersey
$100K – – –
BC
673
Barnett & Company
Tennessee
$93K – – –
DWA
674
Divergent Wealth Advisors
Utah
$90K +$90K +1,436 New
TCCM
675
Timber Creek Capital Management
Massachusetts
$86K – – –
25 26
27
28 29