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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 %
CTA
176
Colonial Trust Advisors
South Carolina
$10.1M +$3.91M +59,135 +63%
BCIM
177
Bishop & Co Investment Management
Pennsylvania
$10.1M +$93K +1,407 +0.9%
BOS
178
Bingham Osborn & Scarborough
California
$10M -$257K -3,895 -3%
DIA
179
Davidson Investment Advisors
Montana
$9.95M -$2.33M -35,210 -19%
BWA
180
BDO Wealth Advisors
Florida
$9.82M +$775K +11,725 +9%
IB
181
Intrust Bank
Kansas
$9.56M +$8.74M +132,274 +1,063%
FCBT
182
First Citizens Bank & Trust
North Carolina
$9.2M +$770K +11,657 +9%
GG
183
Gofen & Glossberg
Illinois
$9.02M +$296K +4,475 +3%
MFW
184
Mosaic Family Wealth
Missouri
$9.02M +$8.76M +132,513 +3,343%
CFIA
185
Cantor Fitzgerald Investment Advisors
New York
$8.89M +$291K +4,407 +3%
BCM
186
Brookstone Capital Management
Illinois
$8.74M -$1.16M -17,621 -12%
OFW
187
Omnia Family Wealth
Florida
$8.69M +$236K +3,575 +3%
SFS
188
Sowell Financial Services
Arkansas
$8.47M -$254K -3,670 -3%
FPFS
189
First Personal Financial Services
North Carolina
$8.46M +$36.2K +547 +0.4%
SWP
190
Stratos Wealth Partners
Ohio
$8.38M -$767K -11,603 -8%
CCM
191
Coldstream Capital Management
Washington
$8.35M -$3.1M -46,980 -27%
PA
192
Planning Alternatives
Michigan
$8.12M +$172K +2,601 +2%
LIA
193
LBMC Investment Advisors
Tennessee
$7.9M +$1.24M +18,833 +19%
CG
194
Colony Group
Massachusetts
$7.8M -$689K -10,426 -8%
MGIA
195
Moneta Group Investment Advisors
Missouri
$7.64M -$114K -1,719 -1%
LNC
196
Lincoln National Corp
Pennsylvania
$7.5M +$5.46M +82,610 +267%
TIM
197
Tortoise Investment Management
New York
$7.4M +$113K +1,712 +2%
FAM
198
Foresters Asset Management
Ontario, Canada
$7.34M +$8.44K +100 +0.1%
PFA
199
Pinnacle Family Advisors
Missouri
$7.26M -$660K -9,987 -8%
CWA
200
Clarus Wealth Advisors
Arizona
$7.21M +$7.21M +109,128 New
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