IEFA icon

iShares Core MSCI EAFE ETF
IEFA

Overview Fund Activity

329 hedge funds and large institutions have $9.54B invested in iShares Core MSCI EAFE ETF in 2016 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 185 increasing their positions, 68 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
329
Holders Change
+22
Holders Change %
+7.17%
% of All Funds
8.79%
Holding in Top 10
51
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+13.33%
% of All Funds
1.36%
New
39
Increased
185
Reduced
68
Closed
14
Calls
$2.2M
Puts
–
Net Calls
+$2.2M
Net Calls Change
+$2.2M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$254M
2
SIM
Scottrade Investment Management
Missouri
+$121M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$99.1M
4
Wells Fargo
Wells Fargo
California
+$33.1M
5
UBS Group
UBS Group
Switzerland
+$33M

Top Sellers

1
SMM
Stadion Money Management
Georgia
-$151M
2
LPL Financial
LPL Financial
California
-$129M
3
AC
Allstate Corporation
Illinois
-$59.1M
4
Jane Street
Jane Street
New York
-$52.2M
5
BFA
BlackRock Fund Advisors
California
-$35.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
FNBT
251
FineMark National Bank & Trust
Florida
$437K +$418K +7,577 +2,196%
SWP
252
Stratos Wealth Partners
Ohio
$417K -$199K -3,605 -32%
S
253
SignatureFD
Georgia
$409K +$409K +7,423 New
JFA
254
JNBA Financial Advisors
Minnesota
$409K +$409K +7,423 New
DC
255
Davenport & Co
Virginia
$401K +$24.3K +440 +6%
WWM
256
Willingdon Wealth Management
North Carolina
$395K +$53.2K +965 +16%
ACA
257
Anchor Capital Advisors
Massachusetts
$394K – – –
SFG
258
StrategIQ Financial Group
Indiana
$380K +$40.6K +737 +12%
FFA
259
First Foundation Advisors
California
$379K -$43.9K -797 -10%
AIM
260
Advantage Investment Management
Iowa
$370K +$167K +3,032 +82%
DE
261
Day & Ennis
Georgia
$368K +$20.6K +373 +6%
LWMT
262
Legacy Wealth Management (Tennessee)
Tennessee
$350K +$350K +6,347 New
AAM
263
Aureus Asset Management
Massachusetts
$347K – – –
SLG
264
Stanley-Laman Group
Pennsylvania
$334K +$12.3K +223 +4%
LCM
265
Logan Capital Management
Pennsylvania
$330K – – –
JG
266
Jefferies Group
New York
$312K – – –
CFA
267
CT Financial Advisors
Pennsylvania
$312K +$7.44K +135 +2%
SCM
268
SOL Capital Management
Maryland
$308K +$89.4K +1,620 +41%
BL
269
Balentine LLC
Georgia
$306K – – –
MFW
270
Mosaic Family Wealth
Missouri
$301K -$123K -2,227 -29%
GWM
271
Geneos Wealth Management
Colorado
$301K +$11.8K +215 +4%
EWM
272
Evercore Wealth Management
New York
$284K +$235K +4,250 +475%
FNBTCON
273
First National Bank & Trust Co of Newtown
Pennsylvania
$281K – – –
SI
274
Stephens Inc
Arkansas
$277K +$277K +5,031 New
HWA
275
Heritage Wealth Advisors
Virginia
$259K -$46.7K -850 -15%
9 10
11
12 13