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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 %
CAG
51
Crestwood Advisors Group
Massachusetts
$98.6M +$1.42M +22,165 +1%
APCM
52
Alaska Permanent Capital Management
Alaska
$97.1M -$470K -7,342 -0.5%
AG
53
Advisor Group
Arizona
$95.7M +$46.5M +725,927 +95%
MFG
54
Merit Financial Group
Georgia
$91.3M +$3.29M +37,831 +4%
BTS
55
BB&T Securities
Virginia
$90.4M -$2.06M -32,220 -2%
SAS
56
Sage Advisory Services
Texas
$88M +$21.9M +342,270 +33%
Northwestern Mutual Wealth Management
57
Northwestern Mutual Wealth Management
Wisconsin
$85.5M +$11.3M +176,528 +15%
FHB
58
First Hawaiian Bank
Hawaii
$80.9M -$303K -4,725 -0.4%
ST
59
Spinnaker Trust
Maine
$79.7M +$1.64M +25,601 +2%
CCWA
60
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$78.8M +$5.84M +91,109 +8%
MWM
61
Mission Wealth Management
California
$78.7M -$679K -10,599 -0.9%
JA
62
JOYN Advisors
Georgia
$77.7M +$38.8M +605,680 +100%
State of New Jersey Common Pension Fund D
63
State of New Jersey Common Pension Fund D
New Jersey
$76.9M – – –
BCWM
64
Bartlett & Co Wealth Management
Ohio
$71.1M +$5.85M +91,225 +9%
BC
65
Bartlett & Co
Ohio
$71.1M +$5.85M +91,268 +9%
SFS
66
Strategic Financial Services
New York
$71M -$47.5K -742 -0.1%
NA
67
NextCapital Advisers
Illinois
$69M +$36M +561,584 +109%
PAS
68
Park Avenue Securities
New York
$68.3M -$1.16M -18,034 -2%
Carson Wealth (CWM LLC)
69
Carson Wealth (CWM LLC)
Nebraska
$66M +$6.94M +108,291 +12%
RWM
70
RKL Wealth Management
Pennsylvania
$65M +$2.45M +38,269 +4%
UOC
71
University of Chicago
Illinois
$64M -$11.9M -185,191 -16%
OC
72
Oakworth Capital
Alabama
$63.1M +$3.67M +57,199 +6%
CAL
73
Capital Analysts LLC
Pennsylvania
$62.8M -$314K -4,898 -0.5%
Janney Montgomery Scott
74
Janney Montgomery Scott
Pennsylvania
$62.3M -$7.12M -111,087 -10%
AWM
75
Altium Wealth Management
New York
$58.2M +$21.2M +330,116 +57%
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