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iShares Core MSCI EAFE ETF
IEFA

Overview Fund Activity

388 hedge funds and large institutions have $11.9B invested in iShares Core MSCI EAFE ETF in 2016 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 191 increasing their positions, 72 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
388
Holders Change
+59
Holders Change %
+17.93%
% of All Funds
9.71%
Holding in Top 10
71
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+39.22%
% of All Funds
1.78%
New
95
Increased
191
Reduced
72
Closed
31
Calls
$2.13M
Puts
–
Net Calls
+$2.13M
Net Calls Change
-$75K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$1.29B
2
UBS Group
UBS Group
Switzerland
$514M
3
SIM
Strategic Investment Management
Virginia
$227M
4
BlackRock
BlackRock
New York
$250M
5
Wells Fargo
Wells Fargo
California
$552M

Top Sellers

1
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$123M
2
SMM
Stadion Money Management
Georgia
$211M
3
GC
Grimes & Company
Massachusetts
$5.11M
4
HSBC Holdings
HSBC Holdings
United Kingdom
$0
5
BIT
BlackRock Institutional Trust
California
$46.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
BG
251
Bahl & Gaynor
Ohio
$1.01M -$455K -8,485 -31%
Calamos Advisors
252
Calamos Advisors
Illinois
$1.01M +$1.01M +18,755 New
RPG
253
Risk Paradigm Group
Texas
$981K -$513K -9,558 -34%
KCP
254
KDI Capital Partners
North Carolina
$969K +$969K +18,077 New
PTC
255
Private Trust Company
Ohio
$963K +$7.51K +140 +0.8%
CTA
256
Colonial Trust Advisors
South Carolina
$947K -$538K -10,035 -36%
WI
257
Wintrust Investments
Illinois
$914K +$362K +6,755 +66%
State Street
258
State Street
Massachusetts
$914K +$914K +17,018 New
IA
259
IndexIQ Advisors
New York
$908K +$134K +2,503 +17%
MAS
260
Managed Account Services
Florida
$901K +$901K +16,797 New
PFO
261
Pathstone Family Office
New Jersey
$870K +$870K +16,226 New
CMP
262
Courage Miller Partners
Virginia
$862K +$173K +3,224 +25%
GRP
263
Global Retirement Partners
California
$848K +$848K +15,809 New
EVM
264
Eaton Vance Management
Massachusetts
$846K +$632K +11,784 +296%
V
265
Veritable
Delaware
$826K +$826K +15,400 New
RFWA
266
RPg Family Wealth Advisory
Massachusetts
$814K +$142K +2,639 +21%
FHA
267
First Horizon Advisors
Tennessee
$762K – – –
MIAN
268
Mariner Independent Advisor Network
Kansas
$745K -$250K -4,670 -25%
GAM
269
Gould Asset Management
California
$727K +$201K +3,755 +38%
EWM
270
Empirical Wealth Management
Washington
$691K +$322 +6 +0%
SLG
271
Stanley-Laman Group
Pennsylvania
$690K +$365K +6,820 +113%
IC
272
Intersect Capital
California
$649K +$172K +2,979 +36%
BFPW
273
BOK Financial Private Wealth
Colorado
$630K +$28.7K +534 +5%
ACS
274
Archford Capital Strategies
Illinois
$622K -$33.3K -621 -5%
SWP
275
Stratos Wealth Partners
Ohio
$618K +$212K +3,960 +52%
9 10
11
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