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iShares Core MSCI EAFE ETF
IEFA

Overview Fund Activity

307 hedge funds and large institutions have $8.54B invested in iShares Core MSCI EAFE ETF in 2016 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 167 increasing their positions, 71 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
307
Holders Change
+32
Holders Change %
+11.64%
% of All Funds
8.2%
Holding in Top 10
45
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+12.5%
% of All Funds
1.2%
New
43
Increased
167
Reduced
71
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SMM
Stadion Money Management
Georgia
+$134M
2
AC
Allstate Corporation
Illinois
+$84.6M
3
BA
BlackRock Advisors
Delaware
+$82.4M
4
Morgan Stanley
Morgan Stanley
New York
+$67.4M
5
Bank of America
Bank of America
North Carolina
+$62.8M

Top Sellers

1
LPL Financial
LPL Financial
California
-$156M
2
USAA
United Services Automobile Association
Texas
-$96.8M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$37.5M
4
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
-$28.5M
5
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$22.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWP
226
Stratos Wealth Partners
Ohio
$579K +$66.7K +1,286 +13%
BFPW
227
BOK Financial Private Wealth
Colorado
$568K +$568K +10,947 New
Bank of Montreal
228
Bank of Montreal
Ontario, Canada
$558K -$23.3K -449 -4%
CC
229
Cedar Capital
Illinois
$545K +$269K +5,174 +97%
JHIU
230
Janus Henderson Investors US
Colorado
$540K +$540K +10,408 New
SDWMA
231
Schneider Downs Wealth Management Advisors
Pennsylvania
$492K +$189K +3,648 +63%
HFS
232
Haverford Financial Services
Pennsylvania
$467K – – –
FBFS
233
First Business Financial Services
Wisconsin
$419K – – –
OBWP
234
O'Brien Wealth Partners
Massachusetts
$414K +$3.22K +62 +0.8%
HFS
235
HL Financial Services
Kentucky
$410K +$38.7K +746 +10%
Toronto Dominion Bank
236
Toronto Dominion Bank
Ontario, Canada
$409K +$232K +4,442 +131%
MFW
237
Mosaic Family Wealth
Missouri
$399K -$28.7K -552 -7%
FFA
238
First Foundation Advisors
California
$398K -$53.7K -1,036 -12%
VIA
239
Vantage Investment Advisors
Pennsylvania
$389K +$177K +3,679 +84%
WPW
240
Waldron Private Wealth
Pennsylvania
$389K +$389K +7,500 New
HS
241
Huntington Steele
Pennsylvania
$375K +$78.8K +1,521 +27%
IA
242
IndexIQ Advisors
New York
$375K +$323K +6,220 +621%
ACA
243
Anchor Capital Advisors
Massachusetts
$370K – – –
CIBC World Market
244
CIBC World Market
Ontario, Canada
$363K – – –
DC
245
Davenport & Co
Virginia
$355K +$158K +3,039 +80%
OCG
246
Opus Capital Group
Ohio
$349K +$74.4K +1,435 +27%
DE
247
Day & Ennis
Georgia
$327K – – –
AAM
248
Aureus Asset Management
Massachusetts
$327K +$327K +6,300 New
WWM
249
Willingdon Wealth Management
North Carolina
$322K +$322K +6,205 New
CWM
250
Concert Wealth Management
California
$319K +$89K +1,721 +39%
8 9
10
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