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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 %
NFG
751
Next Financial Group
Texas
$2K +$2K +27 New
IAA
752
Independent Advisor Alliance
North Carolina
$2K +$181 +2,398 +10%
TFA
753
Transamerica Financial Advisors
Florida
$1K – – –
BRC
754
Bell Rock Capital
Delaware
$1K – – –
CF
755
Centaurus Financial
California
$700 -$1.06M -16,675 -100%
FRA
756
Front Row Advisors
California
$29 – – –
AC
757
Alleghany Corporation
New York
– -$75.9M -1,198,000 Closed
LI
758
LVZ Inc
Michigan
– -$46.2M -728,755 Closed
CAI
759
Capital Advisors Inc
Oklahoma
– -$30.1M -474,267 Closed
IAA
760
Ironsides Asset Advisors
North Carolina
– -$29.2M -460,962 Closed
MIAN
761
Mariner Independent Advisor Network
Kansas
– -$20.1M -317,166 Closed
SFS
762
Sowell Financial Services
Arkansas
– -$8.92M -142,359 Closed
ZIM
763
Zacks Investment Management
Illinois
– -$5.5M -86,784 Closed
HCA
764
Harbour Capital Advisors
Virginia
– -$3.81M -60,663 Closed
MWM
765
Mascoma Wealth Management
New Hampshire
– -$3.02M -47,694 Closed
CBOA
766
Commonwealth Bank of Australia
Australia
– -$2.45M -38,630 Closed
PAG
767
Private Advisory Group
Washington
– -$2.28M -36,029 Closed
BB
768
Busey Bank
Illinois
– -$1.58M -24,965 Closed
SG Americas Securities
769
SG Americas Securities
New York
– -$1.17M -18,442 Closed
SMC
770
Smith, Moore & Co
Missouri
– -$959K -15,137 Closed
Marshall Wace
771
Marshall Wace
United Kingdom
– -$937K -14,782 Closed
LSAG
772
Lake Street Advisors Group
New Hampshire
– -$887K -14,000 Closed
AFM
773
Andesa Financial Management
Pennsylvania
– -$879K -13,875 Closed
BCM
774
Breiter Capital Management
Florida
– -$815K -12,855 Closed
PCMK
775
Paragon Capital Management (Kansas)
Kansas
– -$2.78M -10,173 Closed
29 30
31
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