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iShares Core MSCI EAFE ETF
IEFA

Overview Fund Activity

740 hedge funds and large institutions have $45.4B invested in iShares Core MSCI EAFE ETF in 2018 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 412 increasing their positions, 159 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
740
Holders Change
+35
Holders Change %
+4.96%
% of All Funds
16.96%
Holding in Top 10
164
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+2.5%
% of All Funds
3.76%
New
80
Increased
412
Reduced
159
Closed
41
Calls
$7.13M
Puts
$6.23M
Net Calls
+$900K
Net Calls Change
-$165K

Top Buyers

1
BlackRock
BlackRock
New York
+$478M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$338M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$300M
4
TAIM
TD Ameritrade Investment Management
Nebraska
+$246M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$241M

Top Sellers

1
USAA
United Services Automobile Association
Texas
-$582M
2
Bank of America
Bank of America
North Carolina
-$579M
3
HSBC Holdings
HSBC Holdings
United Kingdom
-$160M
4
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
-$146M
5
RIG
RiverFront Investment Group
Virginia
-$108M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAG
51
Crestwood Advisors Group
Massachusetts
$95.1M +$3.59M +57,218 +4%
BTS
52
BB&T Securities
Virginia
$91.4M -$1.46M -23,117 -2%
MFG
53
Merit Financial Group
Georgia
$84.6M +$4.73M +56,549 +6%
FHB
54
First Hawaiian Bank
Hawaii
$80.3M +$716K +11,294 +0.9%
MWM
55
Mission Wealth Management
California
$78.5M +$2.65M +41,810 +3%
ST
56
Spinnaker Trust
Maine
$77.2M +$2.07M +32,659 +3%
State of New Jersey Common Pension Fund D
57
State of New Jersey Common Pension Fund D
New Jersey
$76.1M -$146M -2,297,800 -66%
AC
58
Alleghany Corporation
New York
$75.9M – – –
UOC
59
University of Chicago
Illinois
$75M -$48.1M -758,927 -39%
Northwestern Mutual Wealth Management
60
Northwestern Mutual Wealth Management
Wisconsin
$73.4M +$7.74M +122,110 +12%
CCWA
61
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$72.2M +$1.58M +24,918 +2%
SFS
62
Strategic Financial Services
New York
$70.2M +$1.27M +20,066 +2%
Janney Montgomery Scott
63
Janney Montgomery Scott
Pennsylvania
$68.6M +$16.5M +260,728 +32%
PAS
64
Park Avenue Securities
New York
$67.8M +$46M +733,464 +211%
SAS
65
Sage Advisory Services
Texas
$65.3M -$196K -3,088 -0.3%
NA
66
Nottingham Advisors
New York
$64.8M +$208K +3,169 +0.3%
BCWM
67
Bartlett & Co Wealth Management
Ohio
$64.5M +$3.77M +59,479 +6%
BC
68
Bartlett & Co
Ohio
$64.5M +$3.77M +59,436 +6%
CAL
69
Capital Analysts LLC
Pennsylvania
$62.4M +$1.89M +29,792 +3%
RWM
70
RKL Wealth Management
Pennsylvania
$61.8M +$4.29M +67,622 +7%
UBS AM
71
UBS AM
Illinois
$58.8M +$43.6M +688,399 +287%
OC
72
Oakworth Capital
Alabama
$58.8M +$2.27M +35,804 +4%
Carson Wealth (CWM LLC)
73
Carson Wealth (CWM LLC)
Nebraska
$58.4M +$2.39M +37,762 +4%
RGIA
74
Rainier Group Investment Advisory
Washington
$52.7M -$1.78M -28,044 -3%
CWM
75
Cornerstone Wealth Management
Missouri
$51.4M +$50.9M +3,194,385 +9,740%
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