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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 %
BAM
676
Barrett Asset Management
New York
$83K +$43.1K +675 +108%
MCM
677
Manchester Capital Management
Vermont
$82K – – –
AIM
678
Anchor Investment Management
South Carolina
$79.5K – – –
SNT
679
Security National Trust
West Virginia
$79K -$55.4K -866 -41%
CWA
680
Clarus Wealth Advisors
Arizona
$78K -$5.77M -89,747 -99%
SFSIG
681
San Francisco Sentry Investment Group
California
$77K -$2.24K -35 -3%
1IA
682
1834 Investment Advisors
Wisconsin
$69K – – –
SA
683
SRH Advisors
Kansas
$66K – – –
C
684
Cliffwater
California
$66K +$1.21K +19 +2%
Chevy Chase Trust
685
Chevy Chase Trust
Maryland
$63K – – –
JCM
686
Jacobi Capital Management
Pennsylvania
$62K -$121K -1,885 -66%
FA
687
Fortis Advisors
Pennsylvania
$59K -$9.7K -152 -14%
CFD
688
Creative Financial Designs
Indiana
$59K – – –
GEA
689
Glen Eagle Advisors
New Jersey
$56.6K – – –
PFBT
690
Parkside Financial Bank & Trust
Missouri
$55K -$84.5K -1,325 -61%
BA
691
Ballew Advisors
Mississippi
$53K – – –
FANJ
692
Financial Architects (New Jersey)
New Jersey
$53K +$3.63K +57 +7%
FPFS
693
First Personal Financial Services
North Carolina
$53K +$18.2K +285 +52%
CH
694
Canton Hathaway
Rhode Island
$52K +$52K +805 New
POIA
695
Pin Oak Investment Advisors
Texas
$50K – – –
KJWM
696
Kiley Juergens Wealth Management
Washington
$46K – – –
LWM
697
Lenox Wealth Management
Ohio
$45K – – –
SIAP
698
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$45K +$45K +702 New
Victory Capital Management
699
Victory Capital Management
Texas
$44K -$263K -4,097 -86%
CT
700
Clearstead Trust
Maine
$42K -$23.6K -365 -36%
26 27
28
29 30