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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 %
AIA
701
Arcadia Investment Advisors
Idaho
$40.7K – – –
WF
702
WealthTrust Fairport
Ohio
$38K -$344K -5,391 -90%
FWC
703
First Washington Corp
Washington
$38K – – –
HI
704
Hudock Inc
Pennsylvania
$36K -$23.5K -372 -40%
TSW
705
Thompson Siegel & Walmsley
Virginia
$36K – – –
PFGIA
706
Patriot Financial Group Insurance Agency
Massachusetts
$34K -$3.04K -47 -8%
AWM
707
Avior Wealth Management
Nebraska
$33K – – –
VCM
708
Vigilant Capital Management
Maine
$32K -$38.4K -600 -55%
AWMS
709
Advocacy Wealth Management Services
Georgia
$31K -$49.7K -769 -62%
FGAM
710
Financial Gravity Asset Management
Texas
$31K -$58 -1 -0.2%
MWPCG
711
Measured Wealth Private Client Group
New Hampshire
$31K +$31K +491 New
SMFS
712
Squar Milner Financial Services
California
$25K – – –
AC
713
Avestar Capital
New York
$24K +$1.82K +30 +8%
AWM
714
AllSquare Wealth Management
New York
$22K +$4.53K +71 +26%
RMAM
715
Raab & Moskowitz Asset Management
New Jersey
$22K +$22K +356 New
LIA
716
LS Investment Advisors
Michigan
$20K – – –
SSB
717
Sandy Spring Bank
Maryland
$20K – – –
DWM
718
Destination Wealth Management
California
$20K +$6.67K +106 +50%
CCMW
719
Cypress Capital Management (Wyoming)
Wyoming
$19K – – –
SFM
720
Signet Financial Management
New Jersey
$19K – – –
VCM
721
Versant Capital Management
Arizona
$19K +$7.87K +123 +71%
CG
722
Cutler Group
California
$19K +$19K +300 New
YWP
723
YorkBridge Wealth Partners
New York
$18K +$330 +5 +2%
IAS
724
IMA Advisory Services
Colorado
$17K – – –
AP
725
Arlington Partners
Alabama
$16K – – –
27 28
29
30 31