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iShares Core MSCI EAFE ETF
IEFA

Overview Fund Activity

654 hedge funds and large institutions have $33.5B invested in iShares Core MSCI EAFE ETF in 2017 Q4 according to their latest regulatory filings, with 151 funds opening new positions, 331 increasing their positions, 119 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
654
Holders Change
+120
Holders Change %
+22.47%
% of All Funds
14.85%
Holding in Top 10
139
Holding in Top 10 Change
+26
Holding in Top 10 Change %
+23.01%
% of All Funds
3.16%
New
151
Increased
331
Reduced
119
Closed
28
Calls
$6.64M
Puts
$4.63M
Net Calls
+$2M
Net Calls Change
+$500K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$594M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$444M
3
RJA
Raymond James & Associates
Florida
+$401M
4
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
+$307M
5
LMGAM
Liberty Mutual Group Asset Management
Massachusetts
+$172M

Top Sellers

1
SMM
Stadion Money Management
Georgia
-$130M
2
HI
Horizon Investments
North Carolina
-$98.7M
3
BlackRock
BlackRock
New York
-$97.9M
4
Squarepoint
Squarepoint
New York
-$39.8M
5
SIM
Strategic Investment Management
Virginia
-$35.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
EVM
151
Eaton Vance Management
Massachusetts
$13.2M +$5.53M +83,602 +72%
BSAM
152
Blue Sky Asset Management
Colorado
$13.1M -$9.89M -149,662 -43%
SWM
153
SigFig Wealth Management
California
$13M +$1.77M +26,737 +16%
MBT
154
Montecito Bank & Trust
California
$12.7M +$149K +2,252 +1%
FAAS
155
First Allied Advisory Services
California
$12.6M +$6.45M +97,508 +105%
TCM
156
Towercrest Capital Management
Pennsylvania
$12.4M -$234K -3,539 -2%
SHCM
157
Stokes & Hubbell Capital Management
Louisiana
$12M +$658K +9,956 +6%
JA
158
JVL Associates
Michigan
$12M +$12M +180,904 New
FLA
159
Financial Life Advisors
Texas
$11.9M +$11.9M +179,640 New
PI
160
PFS Investments
Georgia
$11.6M +$11.6M +165,008 New
CIR
161
Clear Investment Research
Georgia
$11.6M +$136K +2,053 +1%
BOH
162
Bank of Hawaii
Hawaii
$11.5M -$7.28M -110,151 -39%
WJA
163
Williams Jones & Associates
New York
$11.4M +$515K +7,790 +5%
SHIM
164
Stone House Investment Management
Pennsylvania
$11.3M +$128K +1,930 +1%
SPC
165
Sigma Planning Corp
Michigan
$11.2M +$1.96M +29,726 +21%
CIC
166
Cutler Investment Counsel
Oregon
$11M +$3.59M +54,258 +48%
TFCP
167
Twin Focus Capital Partners
Massachusetts
$11M -$1.24M -18,813 -10%
PA
168
Probity Advisors
Texas
$10.9M +$827K +12,519 +8%
IWA
169
Independence Wealth Advisors
Virginia
$10.8M +$10.8M +164,106 New
SBL
170
Sargent Bickham Lagudis
Colorado
$10.8M +$2.58M +39,000 +31%
WP
171
WealthSource Partners
California
$10.6M +$957K +14,477 +10%
EDRIA
172
Edmonds Duncan Registered Investment Advisors
Kansas
$10.6M +$382K +5,773 +4%
SAM
173
Silvercrest Asset Management
New York
$10.5M +$364K +5,514 +4%
WIM
174
Westside Investment Management
California
$10.3M +$1.7M +25,079 +20%
WT
175
Whittier Trust
California
$10.1M +$2.33M +35,329 +30%
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